Client Onboarding Specialist

- Travel to client locations to conduct thorough assessments of infrastructure - Execute extensive evaluations of server environments (both physical and virtual) - Document network architectures, switching, routing, firewall setups, and VPN infrastructures - Analyze Active Directory configurations, group policy objects, user/group structure, and security measures - Review Microsoft 365 tenant configurations, licensing, and readiness for migration - Complete inventories of workstations and mobile devices along with hardware specifications - Install and set up Datto RMM agents while confirming monitoring capabilities - Perform device setup, user account creation, and access validation in line with project plans - Conduct training for users on new systems, security protocols, and support procedures - Generate detailed documentation of environments, asset inventories, and network diagrams - Facilitate technical transitions to Service Desk, vCIO, and Projects teams - Adhere to onboarding checklists and standard operating procedures, while adjusting to specific client needs - Address escalated technical issues in the Tier 2 service desk when not engaged in onboarding - Diagnose and resolve complex issues related to Windows Server, Active Directory, and network connections - Troubleshoot administration challenges within Microsoft 365 (Exchange Online, SharePoint, Teams) - Conduct server patch management, monitoring, and performance assessments via Datto RMM - Set up and debug VPN connections, DNS problems, and network routing issues - Develop and update technical documentation within the HaloPSA knowledge base - Guide Tier 1 technicians through mentoring and providing support - Participate in after-hours support rotation as required - Maintain meticulous ticket records and perform root cause analyses