IT Client Development Manager
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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
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.