Client Onboarding Engineer (MSP)

We are seeking a detail-oriented and technically strong Client Onboarding Engineer (MSP) to support the conversion of clients from legacy managed service plans to new, standardized service offerings. This role involves both documentation enhancements and tool rollout, including security platform deployment, workstation build process updates, and onboarding/offboarding checklist improvements.

The specialist will work closely with internal teams, project managers, and client stakeholders to ensure a smooth transition with no disruption to client operations.

Responsibilities

Client Interaction & Communication

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.

Technical Assessment & Documentation

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.

Tool Deployment & Configuration

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

Operations & Support

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.

Knowledge, Skills & Abilities

Technical Skills

Strong understanding of Microsoft 365 services, Azure AD/Entra ID, DNS, and Group Policy.

Proficiency with

ConnectWise PSA

RMM platforms (Datto, Kaseya)

Security tools (Microsoft Defender, Mimecast, EDR tools)

Basic knowledge of networking, servers, wireless, and firewall technologies.

Experience with virtualization

VMware, Hyper‑V, AWS, Azure

Professional & Communication Skills

Excellent written and verbal communication skills.

Strong attention to detail and organizational ability.

Effective time management and ability to handle multiple priorities.

Collaborative team player able to work cross-functionally.

Proactive problem-solver with continuous improvement mindset.

Requirements

Required

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

Experience with

• Dark Web Monitoring tools (e.g., ID Agent)
• Cisco Umbrella (Web and DNS protection)

DUO MFA

SentinelOne EDR

Experience participating in service plan transitions or client migrations.