Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Training & development
Vision insurance
Wellness resources
REPORTS TO: Vice President
POSITION SUMMARY The Client Success Engineer ensures that our clients' technology environments are standardized and aligned with industry best practices and our MSP's strategic objectives. The CSE works closely with clients, providing ongoing assessments, recommendations, and IT roadmaps to ensure their technology investments support their business goals. As part of the TruMethods Framework, the TAM drives efficiency, stability, and security in client environments while minimizing reactive work for both the client and the internal team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Technology Standards Alignment
Perform regular technology alignment reviews for clients, identifying gaps and ensuring adherence to defined best practices and standards.
Assess client environments (networks, systems, security) against a predefined Technology Alignment Matrix (TAM) and recommend areas for improvement.
Client Strategy & Relationship Management
Collaborate with our Technology Strategist to align IT strategy with the client's business objectives and future growth plans.
Build and maintain strong client relationships, acting as a trusted advisor on technology decisions.
Conduct quarterly business reviews (QBRs) and participate in strategic IT planning sessions with key stakeholders.
Proactive Issue Identification & Remediation
Identify recurring technical issues or potential risks, proactively working with the support team to reduce reactive support tickets.
Recommend and implement solutions to improve client infrastructure, security posture, and operational efficiency.
Security & Compliance Best Practices
Ensure clients' environments adhere to security best practices, including vulnerability management, patching, and disaster recovery planning.
Assist in implementing and monitoring security measures, ensuring compliance with regulatory frameworks (e.g., HIPAA, SOC 2).
Documentation & Reporting
Maintain thorough and accurate documentation of client environments, changes, and recommendations.
Prepare and present regular reports to clients and internal leadership, outlining the state of alignment, performance, and areas for improvement.
Collaboration & Training
Collaborate with project teams to ensure new technology solutions are aligned with client standards and implemented effectively.
Provide training and guidance to clients on leveraging technology to meet business needs and reduce reactive issues.
Continuous Improvement & Education
Stay current with industry trends, technological advancements, and best practices. Regularly update the Technology Alignment Matrix to reflect the latest standards.
Client Advocacy & Escalation
Act as a client advocate within the MSP, ensuring their technology needs are met and concerns are addressed promptly.
Handle escalations related to technical alignment and provide solutions that align with both business and technology goals.
Client Environment Monitoring
Perform ongoing monitoring of client environments to ensure continued alignment and identify areas of improvement.
QUALIFICATIONS
Education & Experience:
Minimum 4 years of experience in IT management, systems administration, or a similar role.
Bachelor’s degree in Computer Science, Information Systems, or a related field is desired.
Experience working within the TruMethods Framework or a similar IT strategy-focused model.
Familiarity with MSP environments and managing multiple client infrastructures.
Skills & Competencies:
Strong understanding of IT infrastructure, networking, security, and compliance requirements.
Exceptional client-facing communication skills, with the ability to explain technical issues in a non-technical manner.
Ability to proactively identify issues and provide effective solutions to minimize downtime and improve performance.
Solid organizational skills, with the ability to manage multiple priorities and tasks effectively.
Strong analytical and problem-solving skills, with a keen focus on detail and accuracy.
Key Competencies:
Proactive Client Alignment – Identifies and addresses technical misalignments before they become reactive issues.
Professionalism & Accountability – Demonstrates a high level of responsibility, integrity, and professionalism when interacting with clients.
Client Relationship Building – Strong interpersonal skills, maintaining trust and long-term relationships with key client stakeholders.
Technical Acumen – Deep understanding of technical environments, keeping up with the latest industry standards and best practices.
Collaboration & Teamwork – Works well with internal teams (Technology Strategist, service desk, project management) to deliver consistent results for clients.
DESIRED CERTIFICATIONS
CompTIA Network+, Security+, or similar certifications (preferred but not required).
ITIL Foundation certification (preferred).