# Client Onboarding Engineer (MSP)

**Company:** [Prime System Solutions](http://jobs.workable.com/companies/usbqLC6Fft5ZfmxfHmcWGw.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** Client

[Apply for this job](http://jobs.workable.com/view/91b8cd4e-ef4e-4b32-b963-323ff0309bad)

## Description

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.