Technology Assessment & Alignment Manager

We are a trusted, full-service IT partner for local businesses and individuals. Known for our proactive approach—quick response times, all-encompassing support offerings, and experienced service teams—we ensure that technology works seamlessly so businesses can thrive.

We’re proud of our longstanding client relationships and commitment to delivering clear, jargon-free communication and reliable problem-solving.

About the Role: Technology Assessment & Alignment Manager (TAM)
This unique role bridges technical insights with client strategy. As our TAM, you're more than just an assessor—you’re a trusted advisor ensuring clients’ systems meet rigorous standards and drive long-term value.

This is a strictly in-office position. Remote work is not available. Lunch is observed daily from 12:30 to 1:30 PM.

Technology Assessments & Standards Alignment
- Conduct in-depth, onsite tech alignment reviews at client offices.
- Compare and measure client systems against internal standards and frameworks (HIPAA, PCI DSS, SOX, etc.).
- Identify technical risks and misalignments, escalating critical issues to the vCIO to inform strategic planning.
- Collaborate on maintaining and evolving a library of best practices and alignment standards over time.

Client Relationship Management
- Build and sustain strong, in-person relationships—becoming the visible technical lead for clients.
- Deepen understanding of client environments, goals, and risks to foster trust and rapport.
- Reduce reactive support needs by guiding clients toward proactive, effective practices.

Proactive Service Delivery
- Plan and execute regular alignment reviews to proactively anticipate and prevent issues.
- Harness assessment findings to reduce reactive tickets and enhance operational workflows.

Internal Collaboration & Documentation
- Partner closely with the vCIO to translate technical findings into actionable, business-oriented recommendations.
- Help shape client roadmaps through strategic insights.
- Document assessments, recommendations, and communications comprehensively.
- Share and champion standards internally—empower the team through training and knowledge sharing.

Operational Oversight
- Monitor technician performance and support meeting billable targets.
- Prioritize high-impact tasks and streamline low-value activities.
- Assist with quoting, scheduling, and resolve hands-on technical challenges when needed.

Qualifications

- 3+ years in IT services (MSP experience highly valued).
- Strong knowledge of IT infrastructure, networking, and security frameworks.
- Exceptional communication and interpersonal skills.
- Ability to analyze objectively and explain technical concepts to non-technical stakeholders.
- Experience with documentation tools and RMM platforms.

Preferred Traits
- Strategic thinker with a proactive, client-first mindset.
- Passionate about client success and continuous operational improvement.
- Comfortable visiting clients in person and building relationships face-to-face.
- Skilled at juggling multiple clients and managing priorities effectively