Software Consulting Specialist

Summary

Join ConnectWise as a Software Consulting Specialist and help new and existing clients successfully integrate with our software. You will partner with cross-functional teams, providing support and training to ensure client success. This role requires strong communication, analytical, and problem-solving skills. You will manage project timelines, conduct client meetings, and maintain key performance indicators. Remote or hybrid work options are available, depending on location. The ideal candidate possesses a bachelor's degree or equivalent experience and 2+ years of relevant experience.

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
• 2+ years of related experience

Responsibilities

• 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
• Coordinates all aspects of project implementation, working closely with the client and internal project team
• Assists and trains clients on ConnectWise solutions to solve for 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

Preferred Qualifications

• MBA and industry experience
• Experience with ConnectWise products

Benefits

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