James Levine — Client Partnerships & Revenue Growth

/ Professional History

A career built on building.

Charter Technology Solutions (CTS)Jan 2024 – Present

Generated $2M+ in net new recurring revenue, building the commercial and nonprofit verticals from the ground up with no existing pipeline or market presence in either segment.
Leads and mentors a team of client-facing sales consultants, establishing hiring standards, performance expectations, and a repeatable sales process.
Primary strategic advisor to a growing portfolio across financial services, education, and nonprofits — responsible for long-term retention, expansion, and satisfaction.
Closely involved in solution design and technical scoping across managed IT and cybersecurity engagements, bridging client business objectives with the right service mix.

Electric · Sinu & Techvera DivisionsOct 2021 – Dec 2023

Owned combined $35M+ ARR across Sinu ($15M) and Techvera ($20M+), managing approximately 200 active accounts inside a Series D VC-backed company.
Built and led a team of 12 client-facing professionals from scratch — team framework, onboarding process, and account management playbook all created without inherited structure.
Drove deployment of Electric’s SaaS platform Turbine across both legacy client bases through a significant shift in service model and contract terms.
Managed full Techvera integration post-acquisition, retaining ~80% of the combined client base through pricing increases, brand consolidation, and two rounds of internal downsizing.
Owned QBR programs, executive stakeholder relationships, annual budget planning, infrastructure roadmaps, and security reviews across the combined portfolio.

Edge Technology Group · a Thrive CompanyOct 2020 – Oct 2021

Account manager at a global managed IT consultancy serving financial services exclusively — hedge funds, asset managers, and family offices across 9 international locations.
Strategic advisor to 26 active accounts, solely responsible for client satisfaction, retention, and expansion revenue.
Managed full-cycle solutions architecture and inside sales within account base.

Thrive NetworksJul 2018 – Oct 2020

Inside sales lead and technical consultant at one of the largest MSPs in the US, serving 1,000+ clients across 45 states and 8 countries — cloud, cybersecurity, DR, and compliance.
Led re-contracting and full infrastructure transition of 328 legacy InfoHedge clients post-acquisition, serving as primary point of contact through migrations to Thrive Cloud.
Annual quota of $1M in new MRR bookings; finished 2019 at 112% attainment.

InfoHedge TechnologiesSep 2015 – Jul 2018

Account manager at a private cloud MSP serving 320+ hedge fund clients with combined AUM exceeding $500B; firm acquired by Thrive Networks in 2018.
Primary point of contact for 30+ clients, owning all project delivery, onboarding, and daily service success.
Designed and administered ConnectWise SaaS platform, streamlining operations across sales, service desk, PMO, and engineering.
Delivered onsite consultation for major client projects including the successful onboarding of an $8B fund.

Lithium 62019 – Present

Founded and operate a small private IT consulting practice advising clients on technology strategy, vendor management, and infrastructure decisions.
Boutique by design — maintained alongside primary roles, with a small number of active client engagements at any given time.