System Engineer, Platform Operations: HaloPSA
About The Position
The System Engineer, Platform Operations will serve as Endsight’s technical subject matter expert for HaloPSA, which is becoming the backbone of the company’s client and operational management. The role joins the HaloPSA implementation team through go-live and then takes ownership of platform administration, process improvement, automation, and team training as the platform develops. The position is based at the Napa, California headquarters or can be performed remotely within the US; Pacific-hours overlap is preferred. The engineer will lead the migration from ConnectWise to HaloPSA in close collaboration with leadership, develop dashboards and reporting to improve operational visibility and compliance, and create standards and documentation that help the NOC team support the platform consistently. The role also identifies and implements automation and process improvements across HaloPSA and integrated platforms, resolves complex escalations, and collaborates with Development, Automation, and other value streams to improve workflows and organizational efficiency.
Requirements
- At least 5 years of experience in systems engineering, platform administration, or infrastructure operations in an MSP or technical services environment.
- Hands-on experience administering a PSA or ticketing platform such as ConnectWise, HaloPSA, or Autotask, including workflows, automation rules, and reporting.
- Azure and Microsoft 365 administration experience, including enterprise applications, identity integrations, and partner delegated access.
- Strong PowerShell or similar scripting experience, routinely used to automate platform operations and reporting.
- Working knowledge of SQL for reporting and operational analytics.
- Demonstrated ability to develop operational standards, processes, and documentation.
- Strong troubleshooting and systems engineering skills with a process-oriented mindset.
Nice To Haves
- Hands-on HaloPSA administration and configuration.
- API and integration experience connecting RMM, documentation, accounting, and email tools.
- Asset and configuration management experience, including CMDB and asset lifecycle.
- HaloPSA certification or ITIL certification.
- Experience leading platform migrations or go-live implementations.
- Background reducing organizational dependency on tribal knowledge through repeatable processes and training programs.
Responsibilities
- Serve as the subject matter expert for HaloPSA, guiding the team through complex platform administration and strategic improvements.
- Lead the HaloPSA implementation from migration through go-live, working closely with leadership to ensure a smooth transition from ConnectWise.
- Design dashboards, reporting, and operational metrics that improve visibility, compliance, and business value.
- Develop standard work and documentation that reduces tribal knowledge and enables the NOC team to support HaloPSA consistently.
- Identify and implement automation and process improvements across HaloPSA and integrated platforms to reduce operational friction.
- Take escalations and solve complex platform-related issues that span multiple teams.
- Collaborate with Development, Automation, and all value streams to continuously improve platform workflows and organizational efficiency.
- Train the team to run HaloPSA efficiently and consistently.
Benefits
- Company pays 100% of the base medical plan for the employee and family.
- Dental and vision coverage.
- 401(k) with employer matching.
- Accrued paid time off.
- 9 paid holidays.
- Career development support and programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
