Client Technology Advisor

Are you a technically strong IT professional who enjoys advising clients rather than working tickets all day? Rock Technology is seeking a Client Technology Advisor (CTA) with deep technical experience across infrastructure, Microsoft 365, cloud technologies, and cybersecurity.

This role is designed for an experienced IT professional who wants to apply technical expertise in a consultative, client-facing position focused on optimization, security, and long-term client success.

We are seeking a senior, technically fluent Client Technology Advisor (CTA) to serve as a trusted technical and cybersecurity consultant for assigned clients. The ideal candidate brings deep infrastructure, Microsoft 365, cloud, and security experience to client planning and decision-making.

The CTA focuses on retention, optimization, security, and expansion of existing client environments. This is not a reactive helpdesk, quota-driven sales, or relationship-only account management role. The CTA provides technical authority, risk assessment, and strategic recommendations that align technology with business outcomes.

Client Technical Advisory

• Serve as the primary technical and cybersecurity advisor for assigned clients
• Provide deep technical guidance, risk assessment, and strategic recommendations
• Translate technical and security considerations into clear business impact language

Technical Advisory & Road Mapping

• Assess endpoint hardware, server infrastructure, networking, Microsoft 365, cloud, and security posture
• Design and maintain client technology and security roadmaps
• Advise on cloud, SaaS, remote computing, and infrastructure modernization
• Identify technical risks, inefficiencies, and improvement opportunities

Security & Compliance

• Assess cybersecurity posture across endpoints, identity, email, network, and backup systems
• Advise on cybersecurity best practices and risk mitigation strategies
  
  Support resilience planning, incident readiness, and compliance discussions
• Recommend security tooling aligned to client risk profiles and business needs

Client Planning & Service Collaboration

• Lead Quarterly Business Reviews (QBRs) and technical planning sessions
• Collaborate with internal service, project, and security teams
• Maintain strong client relationships while providing technical authority and influence

Consultative Expansion Support

• Support consultative expansion initiatives based on identified technical and security needs
• Recommend improvements that support client optimization, security, and long-term success

Required:

• 3+ years of experience in IT infrastructure, systems administration, security, or technical consulting
• Experience working in an MSP or multi-client IT environment
• Strong knowledge of endpoint hardware, servers, virtualization, and SMB networking
• Microsoft 365 administration, licensing, and security experience
• Understanding of cloud infrastructure, SaaS platforms, and remote work technologies
• Strong cybersecurity fundamentals across identity, endpoint, email, and network security
• Experience with MSP tools, Microsoft ecosystems, endpoint security platforms, firewalls, backup solutions, and cloud-based services is strongly preferred

Preferred:

• Microsoft 365 Administrator certification
• Azure Fundamentals (AZ-900) or higher
• CompTIA Security+ and CompTIA Network+
• ITIL Fundamentals
• Vendor security certifications for firewalls, endpoint protection, backup, or MDR

Soft Skills

• Consultative, client-facing communication style
• Ability to explain technical and cybersecurity risks in clear business language
• Strong planning, assessment, and strategic recommendation skills
• Ability to collaborate effectively with service, project, and security teams

Physical Demands

• Must be able to remain in a seated or standing position for prolonged periods of time.
• Must be able to lift and carry or otherwise move 25/50 pounds occasionally.

Benefits

• 401(k) with matching
• Health, Dental and Vision insurance
• Paid time off