ConnectWise PSA Administrator – Migration Engineer

Job not on LinkedIn

🔥 12 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

👻 Ghost score 20%

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Courser

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💼 Consulting

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Courser is a partnership platform that helps technology service companies identify and take the next step in growth. With a focus on enabling businesses to navigate change and propel forward, Courser collaborates closely with business owners, providing them with the resources and support needed for sustainable growth. Their mission is to enhance the trajectory of technology service firms by leveraging strategic insights and fostering strong partnerships that drive success.

📋 Description

• Administer, configure, optimize, update, and maintain the ConnectWise platform • Manage user accounts, permissions, roles, and security settings • Monitor system performance, troubleshoot issues, and apply best practices • Manage, execute, and support migration of new platform partners into Courser’s ConnectWise PSA instance • Configure workflows, automations, ticketing queues, and service board settings • Customize fields, reports, dashboards, templates, custom views, and workflows • Ensure data accuracy and consistency across customer, ticket, and financial records • Implement data hygiene practices and eliminate duplicate records • Create and maintain regular data reports and audits • Provide technical support and training for ConnectWise users • Advise teams on ConnectWise best practices, usage tips, and updates • Integrate ConnectWise with QuickBooks, CRM, RMM tools, and other systems • Identify automation opportunities and maintain integrations • Develop reports and dashboards covering service delivery, SLAs, sales performance, and financial metrics • Analyze KPIs and data trends to support decision-making • Provide management with reporting and recommendations on system utilization and performance • Monitor ConnectWise updates, patches, and new features • Perform backups, system updates, maintenance, and troubleshooting • Test and implement new features • Identify process improvements and recommend workflow solutions • Document system configurations, workflows, customizations, changes, issues, and resolutions • Report to the VP of Integration and collaborate with internal departments

🎯 Requirements

• 5+ years of experience working in a 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 • Understanding of the interplay of systems to ensure compliance with SOC 2 Type 2

🏖️ Benefits

• 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 • Best-in-class training and mentorship • Opportunities for professional growth through self-promotion paths • Remote work arrangement

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