Professional Services Consultant
连接智慧是行业和全球领先的软件公司，在北美，EMEA 和亚太地区拥有3000多名同事。作为一个社区驱动的软件企业，致力于技术解决方案提供商的成功，我们的套餐帮助超过45,000个合作伙伴更好地管理他们的业务，销售更有效率，自动化服务交付和远程控制技术，以便他们能够持续提供令人惊叹的客户体验。我们的公司是由我们联系，我们的同事和我们的社区所推动的。而且，我们接受各种类型。游戏改变者，创新者，文化爱好者以及人类。我们邀请发现和辩论。我们承认关键时刻为里程碑。我们看到你，并感谢你的独特贡献。我们的包容性和积极文化奠定了每个同事都能以他们的观点和技能来获得价值的基础，让你有机会选择如何使 YOU 产生影响。好奇吗？阅读此次机会了解你在 ConnectWise 上如何改变！总结：专业服务顾问领导中等复杂项目，并在一个或多个 ConnectWise 领域担任主题专家。这个角色管理标准到适度复杂的实现端到端交付，确保范围，时间表和质量得到满足。顾问提供先进的配置，流程优化和战略指导给客户，同时辅导年轻团队成员并为整个组织中的最佳实践做出贡献。基本职责：• 领导全面生命周期实施项目或工作流程，确保在范围，时间表和质量期望内实现。• 作为中型客户参与的主要顾问，管理利益相关者期望和项目的结果。•设计，配置和优化 ConnectWise 解决方案来满足技术和业务要求。• 促进客户会议，包括发现，解决方案设计，状态更新和培训。• 在项目阶段积极识别和管理风险，范围变化和依赖性。• 应用实施方法，独立维护项目文档，时间表和交付结果。•分析客户工作流程并建议改进过程，自动化和最佳实践。• 与跨职能团队 （例如产品，支持，销售）合作以解决问题并增强客户解决方案。• 贡献可重复使用的资产如模板，工作工具。
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ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.
Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.
Game-changers, innovators, culture-lovers—and humankind.
We invite discovery and debate. We recognize key moments as milestones.
We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.
Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!
General Summary:
The Professional Services Consultant leads medium-complexity projects and serves as a subject matter expert in one or more ConnectWise domains. This role manages end-to-end delivery for standard to moderately complex implementations, ensuring scope, schedule, and quality are met. Consultants provide advanced configuration, process optimization, and strategic guidance to clients while mentoring junior team members and contributing to best practices across the organization.
Essential Duties & Responsibilities:
• Lead full lifecycle implementation projects or workstreams, ensuring delivery 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 to address both technical and business requirements.
• Facilitate client meetings, including discovery, solution design, status updates, and training sessions.
• Proactively identify and manage risks, scope changes, and dependencies across project phases.
• Apply implementation methodologies, maintaining project documentation, timelines, and deliverables independently.
• Analyze client workflows and recommend process improvements, automation, and best practices.
• Collaborate with cross-functional teams (e.g., product, support, sales) to resolve issues and enhance client solutions.
• Contribute reusable assets such as templates, workflows, and documentation to improve delivery consistency.
• Mentor junior consultants through knowledge sharing, peer reviews, and informal coaching.
• Support pre-sales or scoping activities as a technical advisor when needed.
Knowledge, Skills, and/or Abilities Required:
• Ability to independently manage full implementation projects, balancing scope, timelines, and stakeholder expectations.
• Strong consultative and problem-solving skills, including the ability to design solutions for complex business and technical challenges.
• Deep technical expertise in ConnectWise platforms, with the ability to configure, troubleshoot, and optimize 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 mindset with the ability to anticipate risks, gather necessary information, and drive resolution.
• Strong organizational skills with the ability to manage multiple workstreams and priorities.
• Collaborative approach, working effectively across teams and supporting knowledge sharing.
• Accountability and ownership, consistently delivering high-quality outcomes with minimal oversight.
Educational/Vocational/Previous Experience Recommendations:
• Bachelor’s degree in related field or equivalent business experience
• 4+ years of relevant experience
Working Conditions:
• Onsite/Hybrid/Remote depending on location • 0-10% travel may be required
ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.
The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at talentacquisition@connectwise.com or 1-800-671-6898.