Copilot Studio Jobs in Rancho Cucamonga, CA (NOW HIRING)

About Modern IT
Modern IT is a new kind of MSP: more intentional, more informed, and more inspired. Founded on the belief that today's business needs require different, we've rewritten the rules of IT against tool sprawl and hardware that creates more headaches than help. Our ideology is simple: IT should put people and business into motion, not stand in the way. By thoughtfully putting services over servers, training and trust over technology, and heartbeats over hardware, we help harmonize people and processes and create IT ecosystems that foster calm, spur confidence, and energize people in the right direction: forward.
Modern IT is a platform-centric managed services provider that propels businesses into the digital age through strategic partnerships with Microsoft and ConnectWise. With a global clientele and a distributed team, we are positioned at the forefront of innovation and operational excellence.
Why This Role Exists
Strategy only creates value when it's prepared, documented, tracked, and executed with precision. As our client base grows, our vCIOs can't personally hold every cadence, follow-up, and commitment in their heads. You make sure they don't have to - operationalizing Modern IT's strategic client engagement so every client gets a consistent, data-driven experience and our vCIOs stay focused on strategy.
You are accountable for: every client's strategic engagement scheduled, prepared, documented, tracked, and executed on cadence - with zero dropped commitments.
What You'll Own

• TBR cadence: Keep 100% of clients scheduled within their engagement windows on a master TBR calendar.

• The vCIO ticket queue: Triage daily, control aging, and make sure every commitment is captured within one business day.

• TBR prep & deliverables: Build standardized decks and keep roadmaps and budgets current and on time.

• Quick quotes: Turn standard and renewal needs into same-day quotes to Procurement; route larger Projects to the architect with a clean handoff.

• Client health & reporting: Deliver the monthly Client Health Dashboard and weekly KPIs on time, flagging risks to the vCIO.

• Communications glue: Keep client and internal follow-ups closing the loop, and support smooth new-client onboarding.

What Success Looks Like

• 100% of clients stay scheduled within their engagement windows.

• TBR decks, roadmaps, and budgets land on time, every time.

• Zero lost or undocumented strategic commitments.

• Quick quotes go out same-day; the monthly health dashboard is never late.

Who Thrives Here

• An operator at heart who takes pride in a tight cadence and a clean queue.

• A builder who has stood up or standardized a process - and wants to do it again.

• Detail-oriented and process-driven, with strong executive-level documentation skills.

• Calm managing many clients, deadlines, and commitments at once.

• High ownership: an undocumented commitment feels like a personal miss.

This role is probably NOT for you if...

• You'd rather do deep, heads-down technical work than run coordination and cadence.
• You want to do the strategy yourself rather than operationalize the vCIO's.
• You're uncomfortable chasing people and owning follow-through to completion.
• You need someone else to keep you organized.

Requirements
Must Have

• 4+ years in an MSP environment or equivalent experience in a relevant field.
• Customer-service and client-management experience.
• Strong organizational, communication, and deadline-management skills, with concise executive-level documentation.
• Strong Excel and PowerPoint proficiency.
• A founding gate: you can show a cadence, queue, or reporting process you personally built or standardized and ran reliably - not just operated.

Nice to have

• A bachelor's degree; experience supporting account strategy or vCIO teams.

• Experience coordinating procurement, vendor quoting, or renewals.

• Business acumen including familiarity with P&L, ROI, and TCO.

Tools you'll use
The ConnectWise platform (PSA, RMM, CPQ, and more); IT Glue and SharePoint; Microsoft 365 with strong Excel and PowerPoint; Microsoft 365 Copilot and Copilot Studio.
How You'll Use AI
Modern IT is an AI-first company, and this is an AI-first role. You'll use Microsoft 365 Copilot extensively to prepare strategic deliverables faster and more consistently - drafting TBR decks, summarizing benchmarking and service data, and turning notes into clean, tracked action items - and you'll build agents and automations in Copilot Studio to take repetitive work out of the cadence. You validate every output for accuracy before it reaches a vCIO or client.
Living Our Values

• Driven by Purpose - reliable execution is how we keep our promises to clients.

• Outcomes over Effort - success is clients on cadence and zero dropped commitments.

• Growing, Not Knowing - you stay curious and keep improving the cadence.
• Human Centric - you keep vCIOs organized and protect the trust behind every relationship

Why Join Modern IT?
Modern IT is building a new kind of MSP: one that combines human-centered service, platform discipline, operational maturity, and practical AI adoption.
If you want to solve real problems, deliver great client experiences, and grow your skills inside a modern service model, this role gives you that opportunity.
Benefits
The final compensation package will be determined based on experience, skills, and internal compensation guidelines.
Modern IT offers a comprehensive benefits package designed to support employee wellbeing, financial security, and work-life balance. Full-time employees are eligible for the following benefits:
Health & Insurance Benefits

• Medical insurance (HMO, PPO, Nationwide, and High-Deductible Plan options)

• Coverage effective Day 1

• Modern IT contributes toward employee and dependent premiums

• Basic Life and AD&D insurance

• Optional supplemental Life and AD&D insurance (employee, spouse/domestic partner, children)

• Long-Term Disability insurance (employer-sponsored; effective after 3 months)

• 60% of earnings up to $10,000/month

• Optional Dental and Vision insurance (effective Day 1 if elected)

Health & Wellness Programs

• Medical Flexible Spending Account (FSA)

• Health Savings Account (HSA) for HDHP participants

• Health Advocacy Program (24/7 support for claims, billing, scheduling, coordination)

• Employee Assistance Program (confidential counseling and resources)

Additional Voluntary Benefits

• Critical Illness, Accident, and Disability coverage

• Perks at Work (discounts on travel, electronics, home goods, etc.)

• Adoption Assistance Program (up to $1,500 reimbursement)

• Commuter Benefits Program (pre-tax transit/parking)

Time Off & Holidays

• 80 hours of PTO per anniversary year (for new full-time employees)

• 6 paid sick days per anniversary year

• 7 paid company holidays

• Up to 2 floating holidays per calendar year

Retirement

• 401(k) plan with employer match

• Eligibility begins the first day of the month following 3 months of employment

Ready to Build Something That Matters?
If you are an engineer who takes ownership, communicates clearly, and wants to grow inside a modern, AI-enabled ROC, we would love to talk.
This role is for someone who wants to build, improve, and create real impact, not just execute tickets.
Equal Opportunity Employer: Modern IT is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected status under applicable law.
www.modernit.com 2100 Arrow Hwy La Verne CA 91750 +1 877 715 5265 info@modernit.com