Professional Services Consultant

‎ConnectWise

1d

About The Position

The Professional Services Consultant leads medium-complexity projects and serves as a subject matter expert in one or more ConnectWise domains. The role manages end-to-end delivery for standard to moderately complex implementations, ensuring scope, schedule, and quality expectations are met. Consultants provide advanced configuration, process optimization, and strategic guidance to clients while mentoring junior team members and contributing to organizational best practices.

The role works with clients and cross-functional teams to design and optimize ConnectWise solutions, analyze workflows, facilitate meetings and training, and manage project risks, scope, dependencies, documentation, and deliverables. It may also support presales or scoping activities as a technical advisor. Work may be onsite, hybrid, or remote depending on location, and 0–10% travel may be required.

Requirements

• Ability to independently manage full implementation projects while balancing scope, timelines, and stakeholder expectations.
• Strong consultative and problem-solving skills, including designing solutions for complex business and technical challenges.
• Deep technical expertise in ConnectWise platforms, including configuring, troubleshooting, and optimizing 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 approach to anticipating risks, gathering necessary information, and driving resolution.
• Strong organizational skills and ability to manage multiple workstreams and priorities.
• Collaborative approach, including working effectively across teams and supporting knowledge sharing.
• Accountability and ownership, with consistent delivery of high-quality outcomes with minimal oversight.
• Bachelor’s degree in a related field or equivalent business experience.
• 4+ years of relevant experience.

Responsibilities

• Lead full lifecycle implementation projects or workstreams, delivering 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 for technical and business requirements.
• Facilitate client discovery, solution-design, status-update, and training meetings.
• Identify and manage risks, scope changes, and dependencies across project phases.
• Apply implementation methodologies and independently maintain project documentation, timelines, and deliverables.
• 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 presales or scoping activities as a technical advisor when needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level