Exceptional Service, Endless Improvement, Passionateย People, andย Honest and Forthright.ย Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive.ย
Due to continued growth, we are seeking aย Client Development Managerย to lead ourย vCIOย function and elevate the strategic advisory experience across our client base. This roleย is responsible forย developing high-performingย vCIOsย whoย operateย as trusted advisors, ensuring clients receive proactive technology guidance, clear roadmaps, and measurable business outcomes.ย
Responsibilitiesย ย
- Lead, coach, and develop theย vCIOย team through weekly team meetings, 1:1s, and ongoing mentorshipย
- Establish and enforce standards for QBRs, technology roadmaps, budgeting alignment, and client communicationย
- Review QBRs and roadmaps to ensure strategic quality, clarity, and alignment to client business goalsย
- Drive consistency in advisory delivery across all service podsย
- Partner with Service Managers, Team Leads, and CSCs to ensure alignment between strategy and executionย
- Identifyย and resolve gaps between advisory and service deliveryย
- Monitor client health, including MRR retention, NRR growth, and at-risk accountsย
- Coachย vCIOsย on recovery strategies for at-risk clientsย
- Ensure proactive lifecycle planning drives strong project pipelines and client maturityย
- Improve QBR templates, documentation standards, and advisory processes over timeย
- Audit CRM/PSA hygiene (ConnectWise Manage) for roadmaps, notes, and planning accuracyย
- Participate in pod alignment discussions to resolve breakdowns and improve collaborationย
- Identifyย training opportunities to strengthen business acumen, budgeting, and consultative skillsย
- Report on advisory performance, retention trends, and client experience metrics to leadershipย
Requirements
- Prior experience as aย vCIO, Technical Account Manager, or senior IT leadership role
- Strong understanding of managed services environments and service pod structuresย
- Proven ability to coach and develop client-facing advisorsย
- Deep experience with technology lifecycle planning, budgeting, and roadmap developmentย
- Ability to translate business goals into clear, actionable IT strategyย
- Strong communication, presentation, and executive-level conversation skillsย
- Experience driving client retention andย identifyingย growth opportunities through strategic planningย
- Highly organized with strong attention to detail in documentation and process consistencyย
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!ย ย
Our Commitment to Inclusion:ย ย
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.ย ย
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.ย Additionalย duties may beย required.ย ย