Communicate regularly with internal teams, project managers, onboarding leads, and client contacts to ensure smooth updates, clarity, and alignment.
Participate in internal handoff meetings to ensure service desk readiness and support continuity.
Collaborate with new IT providers during client transitions to support a seamless offboarding experience.
Use diagnostic and discovery tools to evaluate client environments and document infrastructure, security posture, and operational workflows.
Update and maintain standardized documentation including:
Workstation build checklists
Employee onboarding/offboarding checklists
Configuration documentation for managed services tools
Identify service gaps between legacy and target managed services plans.
Deploy and configure common managed services tools, including:
Endpoint Detection & Response (EDR)
SOC/SIEM platforms
Web and DNS protection
Monitoring and diagnostic tools
Backup agents and software
Install and configure tools such as:
Microsoft 365
Microsoft Defender
Mimecast
RMM tools (Datto RMM, Kaseya VSA)
ConnectWise PSA
Other MSP, helpdesk, and security tools
Manage individual and team service/project tickets with timely updates.
Coordinate with vendors on behalf of customers to resolve technical issues.
Ensure all deployed tools and changes maintain client productivity and operational integrity.

Minimum 1 year of experience working in an MSP (Managed Service Provider) environment.
Hands-on experience with:
Email security and threat protection
MFA tools
MDM solutions
SIEM/SOC sensors
Antivirus/EDR deployment
Experience in RMM platforms such as Kaseya VSA and Datto RMM.
Demonstrated ability to implement Microsoft Defender email security.

Preferred

Client Onboarding Engineer – MSP

Key skills