vCIO Coordinator for MSP

Position Overview The vCIO Coordinator will work directly with our CEO and leadership team to prepare strategic technology reviews, identify client technology risks, build technology roadmaps, and help coordinate Quarterly Business Reviews (QBRs). This role is not a help desk position. You will help transform technical information into business recommendations that help clients make better technology decisions. The ideal candidate understands MSP operations, technology lifecycle management, cybersecurity concepts, and can communicate professionally with English-speaking business owners and executives. Key Responsibilities Strategic Account Support Prepare Quarterly Business Review (QBR) presentations Build and maintain client technology roadmaps Review warranty and lifecycle reports Track technology refresh opportunities Identify cybersecurity and compliance gaps Assist with budgeting and planning recommendations Documentation & Reporting Create executive summaries for client meetings Review client environments and identify risks Maintain strategic account documentation Generate reports from PSA, RMM, Microsoft 365, and security tools Document recommendations and follow-up items Client Success Support Participate in internal account review meetings Prepare recommendations for client presentations Track project and strategic initiative progress Ensure clients are following established technology roadmaps Sales Engineering Assistance Gather information for proposals and recommendations Assist in identifying technology opportunities Help develop business cases for technology investments Coordinate with engineering and sales teams Required Experience Must Have Minimum 2+ years working for a Managed Service Provider (MSP) Excellent written and verbal English Experience supporting Microsoft 365 environments Strong understanding of cybersecurity fundamentals Experience creating client-facing documentation Ability to communicate professionally with business owners and executives Strong organizational and project coordination skillse organized, professional, and have experience in IT project management.