ConnectWise PSA Administrator - Migration Engineer

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🕒 Junho 26, 2025

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Courser

SiteLinkedInTodas as Vagas

201 - 500 funcionários

🤝 B2B

💳 Fintech

🏢 Corporativo

B2B • Fintech • Enterprise

Courser é uma plataforma de parcerias que ajuda empresas de serviços de tecnologia a identificar e dar o próximo passo no crescimento. Com foco em capacitar as empresas a navegar por mudanças e avançar, a Courser colabora de perto com os proprietários de negócios, fornecendo-lhes os recursos e o suporte necessários para um crescimento sustentável. Sua missão é aprimorar a trajetória das empresas de serviços de tecnologia, alavancando insights estratégicos e promovendo parcerias fortes que impulsionam o sucesso.

Descrição

• The ConnectWise Engineer is responsible for the administration, configuration, and optimization of the ConnectWise platform to support business operations, particularly in managed IT services and technology support organizations. • This role ensures the ConnectWise system functions effectively to meet the needs of service delivery, sales, and finance teams. • Reporting to the VP of Integration, the ConnectWise PSA Administrator & Migration Engineer works closely with internal departments to enhance workflows, provide technical support, and maintain system integrity. • Key Responsibilities: Manage and administer the ConnectWise platform, including setup, configuration, and updates. • Oversee user accounts, permissions, roles, and security settings to ensure data integrity and user access control. • Monitor system performance, troubleshoot issues, and apply best practices to ensure optimal performance. • Manage, execute and support the migration of new platform partners into the Courser ConnectWise PSA instance. • Configure workflows, automations, ticketing queues, and service board settings to align with organizational processes. • Customize fields, reports, and dashboards to meet the specific needs of departments such as support, sales, and finance. • Develop and implement templates, custom views, and workflows to enhance team productivity and streamline operations. • Ensure data accuracy and consistency across the ConnectWise platform, including customer information, ticket data, and financial records. • Implement and maintain data hygiene practices to eliminate duplicates, ensure accurate records, and maintain a clean database. • Create and maintain regular data reports and audits to track system health and usage. • Provide technical support for ConnectWise users, assisting with questions, troubleshooting, and system navigation. • Develop and deliver training materials and sessions for end users to improve proficiency with the ConnectWise platform. • Act as a resource for best practices, usage tips, and updates to help teams leverage ConnectWise effectively. • Work with IT and development teams to integrate ConnectWise with other systems (e.g., QuickBooks, CRM, RMM tools) to improve data flow and operational efficiency. • Identify opportunities to automate routine tasks and processes using ConnectWise’s automation capabilities. • Maintain and troubleshoot integrations, ensuring data flows correctly and addressing any issues that arise. • Develop and maintain custom reports and dashboards to provide insights into service delivery, SLAs, sales performance, and financial metrics. • Analyze data trends and key performance indicators (KPIs) to support decision-making and improve operations. • Provide regular reporting and recommendations to management on system utilization and performance metrics. • Stay informed on updates, patches, and new features released by ConnectWise, ensuring the system remains current and fully utilized. • Perform regular maintenance tasks, including backups, system updates, and troubleshooting as needed. • Test and implement new features, ensuring they integrate smoothly with existing configurations. • Identify areas for process improvement within ConnectWise workflows and recommend solutions to enhance productivity and efficiency. • Document system configurations, workflows, and customizations to maintain an accurate and up-to-date system knowledge base. • Maintain a record of system changes, including updates, issues, and resolutions, for future reference.

🎯 Requisitos

• 5+ years of experience working in an ConnectWise PSA Administration capacity • Experience in migration of CW PSA and the integrations into the software • Proven experience as a Technical leader, preferably in a managed IT services or software distribution technology-focused environment. • Strong technical understanding of IT infrastructure, cloud services, networking, and related technologies. • Excellent analytical and problem-solving skills, with the ability to synthesize complex information and make data-driven decisions. • Demonstrated experience in MSP tools. • Ability to work effectively in cross-functional teams and collaborate with diverse stakeholders, including services, projects, administrative and leadership teams. • Proactive and self-driven, with a passion for technology, innovation, and delivering exceptional customer experiences. • Security-Minded. • Experience in a zero-trust security environment and demonstrates understanding of the interplay of systems to ensure compliance with Soc II Type 2.

🏖️ Benefícios

• Competitive benefits package, including medical, dental, vision, and life insurance • 401k match • Unlimited Approved PTO after one year (2 weeks your first year) • 10 Holidays including your Birthday and a Floating Holiday! • Gym reimbursement • Amazon Prime reimbursement • 40 Hours for Volunteer Time • Paid Maternity and Paternity leave • Paid certifications • Learning and development programs