Client Onboarding Engineer

About Coretelligent

Founded in 2006, Coretelligent is a provider of comprehensive managed IT solutions, specializing in areas like cybersecurity, private cloud services, IT planning and strategy, and backup and disaster recovery. We cater to industries such as financial services, life sciences, technology, and professional services. The company has been recognized for its achievements, including being named to Inc. magazine’s Power Partner Awards and as AT&T Cybersecurity North American Partner of the Year for 2023. Coretelligent focuses on meeting regulatory requirements and ensuring clients’ IT platforms are robust and compliant. We have a significant presence across various U.S. locations and offer co-managed IT solutions as well.

Job Summary

The Client Lifecycle Specialist is a technical, client-facing role responsible for ensuring seamless onboarding and deployment of Coretelligent’s managed IT and security solutions. Working closely with a Project Manager and other Client Lifecycle Specialists, this role serves as the technical bridge between our clients and internal engineering teams — ensuring that each environment is fully documented, properly configured, and ready for long-term success within our managed service model. This position is hands-on and detail-oriented, requiring both technical depth and strong communication skills. You’ll be directly involved in tool deployment, documentation, and environment readiness for new client onboarding projects — particularly those involving CoreArmor, Coretelligent’s flagship managed security offering.

Key Responsibilities

• Partner with the Project Manager and internal engineering teams to execute all technical aspects of new client onboarding projects.
• Collaborate with fellow Client Lifecycle Specialists to standardize deployment processes and documentation across clients and service lines.
• Deploy and configure Coretelligent’s suite of managed services tools, such as (LogicMonitor, Taegis, Kaseya VSA, Liongard, and ServiceNow).
• Conduct in-depth discovery sessions with clients to gather technical details on network topology, server configurations, endpoints, virtualization, and telephony systems.
• Create clear, scalable technical documentation to ensure internal engineering and support teams have accurate client environment references.
• Review, validate, and enhance existing documentation and configurations to align with Coretelligent’s standards and best practices.
• Communicate proactively and professionally with clients to establish onboarding timelines, manage expectations, and ensure transparent updates throughout the project lifecycle.
• Track and manage all assigned onboarding tasks and milestones in project management tools to ensure timely, accurate completion.
• Identify gaps or risks in client IT infrastructure and collaborate with internal teams to recommend and document remediation steps.
• Monitor newly onboarded clients to confirm successful handoff, ensuring documentation and monitoring tools support a seamless transition.