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Client Services Manager
New Charter Technologies. Own the client relationship from qualified lead handoff through signed agreement .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, strategic business reviews, and technology roadmaps, with a strong focus on AI adoption and compliance standards. Proven ability to drive client satisfaction and revenue growth through effective onboarding and proposal processes.
Highest-signal resume keywords
Client Relationship ManagementAccount ManagementAI Adoption DiscussionsDiscovery and Proposal PresentationCRM and PSA Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingTechnology RoadmapsProposal PresentationRecurring Revenue GrowthService Fit DeterminationCompliance KnowledgeAI Assistant UtilizationIT Budget DiscussionsEscalation CoordinationClient Health Monitoring
Soft Skills
Executive-Level CommunicationRemote Client Meeting Facilitation
Tools & Technologies
Microsoft 365MFAEDRBackup SolutionsEncryption ToolsHubSpotSalesforceConnectWise
Certifications & Qualifications
ITIL 4 FoundationMS-900AI-900CompTIA Security+Customer Success/vCIO Credential
Industry Keywords
Managed Services ProviderTechnology ServicesHIPAACMMCPCICyber-Insurance
About the role
Key responsibilities & impact- Own the client relationship from qualified lead handoff through signed agreement
- Run discovery and proposal conversations with business owners and executives
- Lead new clients through onboarding, kickoff coordination and 30/60/90-day check-ins
- Determine service fit across fully managed IT, co-managed IT, and AI and automation services
- Partner with Client Technology Specialists to scope solutions
- Coordinate closing meetings and negotiations with Strategic AI Services leadership
- Document commercial details and next steps in the CRM
- Identify and develop expansion opportunities in security, compliance, AI, automation and project work
- Serve as primary relationship owner for executive sponsors and operational contacts
- Coordinate escalations through resolution and monitor client health, satisfaction and service trends
- Lead strategic business reviews and develop technology roadmaps and IT budgets
- Translate platform insights, asset risks and service trends into actionable business recommendations
- Facilitate AI readiness discussions and track potential use cases
- Own agreement renewals, changes and client communications
- Build and refine engagement playbooks, value propositions and client experience standards
- Develop referrals, testimonials and case studies
Requirements
What you’ll need- 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
- Ability to discuss AI adoption with business leaders
- Experience supporting co-managed IT clients and collaborating with internal IT stakeholders
- Proven experience closing qualified business opportunities and growing recurring revenue
- Experience with discovery, proposal presentation and signed agreements
- Experience leading client onboarding, strategic business reviews, technology roadmaps and IT budget discussions
- Working knowledge of Microsoft 365, MFA, EDR, backup and encryption
- 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
- Comfort conducting remote client meetings
- ITIL 4 Foundation, MS-900, AI-900, CompTIA Security+ or a customer success/vCIO credential
Benefits
Comp & perks- Employee benefits
- Growth and learning initiatives
- Company innovation initiatives
- Inclusive hiring practices
- Career paths and professional development opportunities