[Hiring] Client Services Manager @New Charter Technologies

Role Description

The Client Services Manager, Strategic Services AI, will own the client relationship from qualified lead handoff through signed agreement, for New Charter’s AI-first business unit delivering fully managed IT and security, co-managed IT, and AI and automation services to businesses nationwide. This will include:

• Running discovery and proposal conversations with owners and executives.
• Leading new clients through a smooth onboarding.
• Holding regular strategic reviews that keep clients engaged with measurable value.

The Client Services Manager will partner with revenue teams, operating companies, Strategic Services leadership, & engineers and automation teams to:

• Coordinate solutions and client outcomes.
• Surface risks and opportunities.
• Turn them into a practical technology roadmap.

To be successful in this role, the Client Services Manager will:

• Translate business priorities into practical managed IT, security and AI service recommendations.
• Guide clients through a consistent, transparent experience.
• Lead executive reviews, maintain technology roadmaps and budgets with technical partners.
• Proactively address risks, escalations and expansion opportunities.

Qualifications

• 5+ years in client-facing roles within a managed services provider (MSP) or technology services organization.
• 3+ years in account management, client success, vCIO or consultative sales.
• Practical use of AI assistants such as ChatGPT, Claude or Microsoft Copilot.
• Experience supporting co-managed IT clients and collaborating with internal IT stakeholders.
• Proven experience closing qualified business opportunities and growing recurring revenue.
• Experience leading client onboarding, strategic business reviews, technology roadmaps and IT budget discussions.
• Working knowledge of Microsoft 365, managed IT and security fundamentals.
• Familiarity with HIPAA, CMMC, PCI or cyber-insurance requirements.
• Bachelor’s degree in business, information systems or a related field, or equivalent experience.
• Hands-on CRM and PSA experience (such as HubSpot, Salesforce or ConnectWise).
• Executive-level communication skills and comfort conducting remote client meetings.

Requirements

• Ability to understand client business objectives, identify challenges, and recommend technology solutions.
• Strong relationship-building and consultative sales skills.
• Demonstrated commitment to client satisfaction and successful outcomes.
• Strong organizational and time management skills.
• Interest in emerging technologies, including artificial intelligence and automation.
• Excellent interpersonal, written, and verbal communication skills.
• Ability to thrive in a dynamic, evolving environment.
• Strong ability to collaborate across departments and with remote teams.
• Demonstrated commitment to delivering exceptional service.

Certifications

• ITIL 4 Foundation
• MS-900
• AI-900
• CompTIA Security+
• Customer success/vCIO credential.