IT Client Development Manager
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive.
Due to continued growth, we are seeking a Client Development Manager to lead our vCIO function and elevate the strategic advisory experience across our client base. This role is responsible for developing high-performing vCIOs who operate as trusted advisors, ensuring clients receive proactive technology guidance, clear roadmaps, and measurable business outcomes.
Responsibilities
- Lead, coach, and develop the vCIO team through weekly team meetings, 1:1s, and ongoing mentorship
- Establish and enforce standards for QBRs, technology roadmaps, budgeting alignment, and client communication
- Review QBRs and roadmaps to ensure strategic quality, clarity, and alignment to client business goals
- Drive consistency in advisory delivery across all service pods
- Partner with Service Managers, Team Leads, and CSCs to ensure alignment between strategy and execution
- Identify and resolve gaps between advisory and service delivery
- Monitor client health, including MRR retention, NRR growth, and at-risk accounts
- Coach vCIOs on recovery strategies for at-risk clients
- Ensure proactive lifecycle planning drives strong project pipelines and client maturity
- Improve QBR templates, documentation standards, and advisory processes over time
- Audit CRM/PSA hygiene (ConnectWise Manage) for roadmaps, notes, and planning accuracy
- Participate in pod alignment discussions to resolve breakdowns and improve collaboration
- Identify training opportunities to strengthen business acumen, budgeting, and consultative skills
- Report on advisory performance, retention trends, and client experience metrics to leadership
- Other duties as assigned
Requirements
- Prior experience as a vCIO, Technical Account Manager, or senior IT leadership role
- Strong understanding of managed services environments and service pod structures
- Proven ability to coach and develop client-facing advisors
- Deep experience with technology lifecycle planning, budgeting, and roadmap development
- Ability to translate business goals into clear, actionable IT strategy
- Strong communication, presentation, and executive-level conversation skills
- Experience driving client retention and identifying growth opportunities through strategic planning
- Highly organized with strong attention to detail in documentation and process consistency
Benefits
Charles IT offers a competitive benefits program including Medical, Dental, Vision, Life, Disability, Paid Holidays, PTO, 401K, and bonuses. In addition, we offer free dry cleaning, a fully stocked break room, Friday team lunches, paid training, team-building outings every quarter, professional development and so much more!
Our Commitment to Inclusion:
Charles IT is committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected category. We welcome and encourage diverse perspectives.
The information contained in this job description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties may be required.
Skills
As published by workable · 10 questions · 3 written answers
Basics
First name, Last name, Email, Phone, Address, Education, Experience, Summary, Resume, Cover letter
Short answers (1)
- What is your desired salary?
Pick from a list (6)
- How did you hear about Charles IT?
- This is an on-site position based in Middletown, CT
- Are you eligible to work in the United States?
- Current, valid US driver's license is required.
- Do you have any limitations that would prevent you from performing the duties of this role as outlined in the job description?
- I certify that answers given herein are true and complete to the best of my knowledge. I understand that clicking the submit button below serves as an e-signature. I authorize investigation of all statements contained in this application for employment as may be necessary in arriving at an employment decision. I hereby understand and acknowledge that, unless otherwise defined by applicable law, any employment relationship with this organization is of an 'at will' nature, which means that the Employee may resign at any time and the Employer may discharge Employee at any time with or without cause. It is further understood that this 'at will' employment relationship may not be changed by any written document or by conduct unless an authorized executive of this organization specifically acknowledges such change in writing. In the event of employment, I understand that false or misleading information given in my application or interview(s) may result in discharge. I understand, also, that I am required to abide by all rules and regulations of the employer.
Written answers (3)
- Tell us why you think you'd be a great fit for Charles IT.
- If a referral, please share the name of the individual who referred you to the role
- If Currently Employed: Why are you looking to leave your current position? If Not Currently Employed: What was the reason for leaving your most recent position?