Professional Services Consultant

🕒 6 days ago

🐊 Florida – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Logo of ConnectWise

ConnectWise

501 - 1000 employees

Founded 1982

☁️ SaaS

🔒 Cybersecurity

🏢 Enterprise

💰 $585k Seed Round on 2019-06

SaaS • Cybersecurity • Enterprise

ConnectWise is a leading provider of software and services for managed service providers (MSPs), offering solutions designed to automate and streamline operations in IT management, cybersecurity, and business management. Their Asio platform is purpose-built for MSPs, delivering tools for unified monitoring and management, cybersecurity, data protection, and business management. ConnectWise provides services like professional services automation, remote monitoring and management (RMM), quote and proposal automation, IT documentation, and financial management among others. Through partnerships and integrations with top-rated vendors, ConnectWise enhances its offering for IT service management. The company also hosts industry events and provides community support to foster growth and innovation in the MSP sector.

📋 Description

• Lead full lifecycle implementation projects or workstreams, ensuring delivery within scope, timeline, and quality expectations • Serve as the primary consultant for mid-sized client engagements, managing stakeholder expectations and project outcomes • Design, configure, and optimize ConnectWise solutions to address technical and business requirements • Facilitate client meetings, including discovery, solution design, status updates, and training sessions • Proactively identify and manage risks, scope changes, and dependencies across project phases • Apply implementation methodologies, maintaining project documentation, timelines, and deliverables independently • Analyze client workflows and recommend process improvements, automation, and best practices • Collaborate with product, support, sales, and other cross-functional teams to resolve issues and enhance client solutions • Contribute reusable templates, workflows, and documentation to improve delivery consistency • Mentor junior consultants through knowledge sharing, peer reviews, and informal coaching • Support pre-sales or scoping activities as a technical advisor when needed

🎯 Requirements

• Ability to independently manage full implementation projects, balancing scope, timelines, and stakeholder expectations • Strong consultative and problem-solving skills, including the ability to design solutions for complex business and technical challenges • Deep technical expertise in ConnectWise platforms, with the ability to configure, troubleshoot, and optimize solutions • Effective communication and stakeholder management skills, including facilitating discussions and influencing decisions • Ability to analyze data, workflows, and requirements to develop structured, scalable solutions • Proactive mindset with the ability to anticipate risks, gather necessary information, and drive resolution • Strong organizational skills with the ability to manage multiple workstreams and priorities • Collaborative approach, working effectively across teams and supporting knowledge sharing • Accountability and ownership, consistently delivering high-quality outcomes with minimal oversight • Bachelor’s degree in related field or equivalent business experience • 4+ years of relevant experience

🏖️ Benefits

• 0-10% travel may be required • Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment

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