IT Client Development Manager
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Role details
Tech stack
Job description
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
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Lead, coach, and develop the vCIO team through weekly team meetings, 1:1s, and ongoing mentorship
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Establish and enforce standards for QBRs, technology roadmaps, budgeting alignment, and client communication
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Review QBRs and roadmaps to ensure strategic quality, clarity, and alignment to client business goals
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Drive consistency in advisory delivery across all service pods
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Partner with Service Managers, Team Leads, and CSCs to ensure alignment between strategy and execution
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Identify and resolve gaps between advisory and service delivery
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Monitor client health, including MRR retention, NRR growth, and at-risk accounts
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Coach vCIOs on recovery strategies for at-risk clients
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Ensure proactive lifecycle planning drives strong project pipelines and client maturity
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Improve QBR templates, documentation standards, and advisory processes over time
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Audit CRM/PSA hygiene (ConnectWise Manage) for roadmaps, notes, and planning accuracy
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Participate in pod alignment discussions to resolve breakdowns and improve collaboration
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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
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Prior experience as a vCIO, Technical Account Manager, or senior IT leadership role
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Strong understanding of managed services environments and service pod structures
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Proven ability to coach and develop client-facing advisors
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Deep experience with technology lifecycle planning, budgeting, and roadmap development
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Ability to translate business goals into clear, actionable IT strategy
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Strong communication, presentation, and executive-level conversation skills
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Experience driving client retention and identifying growth opportunities through strategic planning
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Highly organized with strong attention to detail in documentation and process consistency
Benefits & conditions
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!
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