Senior Software Consulting Specialist

Summary

Join ConnectWise as a Software Consulting Specialist – BMS and play a key role in supporting clients as they implement ConnectWise software. Partner with cross-functional teams to ensure clients receive the necessary support for seamless integration with ConnectWise products. This role involves coordinating project implementation, training clients on ConnectWise solutions, managing project timelines, and conducting client meetings. You will also be responsible for monitoring project progress, communicating project status, maintaining key performance indicators, and assisting with colleague coaching and mentoring. The position requires strong communication, data analytics, and presentation skills, along with the ability to manage multiple projects effectively. Remote or hybrid work options are available.

Requirements

• Ability to work independently on projects and processes with general supervision
• Practical knowledge of applicable work area
• Ability to situationally adapt and understand new technology/processes as per partner requirements
• Strong presentation, data analytics, and communication skills
• Ability to plan, organize, and prioritize multiple projects to independently meet deadlines and complete tasks in an accurate manner
• Ability to easily convey large amounts of complex information
• Ability to use discretion, exercise good judgement, and maintain confidential information
• Bachelor’s degree in related field or equivalent business experience
• 5+ years of related experience

Responsibilities

• Coordinates all aspects of project implementation for BMS products, working closely with the client and internal project team
• Assists and trains clients on ConnectWise solutions to solve their needs
• Manages the workflow/timeline with client start date, while continually updating notes
• Trains on selected products, services, processes, and procedures
• Monitors projects implementation plan in accordance with contract agreement to meet client expectation
• Conducts kick-off meetings with new clients to review expectations, project implementation timeline, and plan milestones or deliverables
• Effectively communicates to clients on project status
• Maintains key performance indicators and metrics provided by management
• Assists with coaching/mentoring colleagues on products, processes, and industry
• Engages in ongoing product cross-training as identified
• Provides support to cross-functional teams, with a high attention to detail
• Researches, analyzes, and documents findings
• May influence others within the Service & Support team through the explanation of facts, policies, and practices

Preferred Qualifications

• MBA and industry experience
• Experience with ConnectWise products

Benefits

• Remote or hybrid depending on location
• 0-10% travel may be required