About this Professional Services Consultant role at ConnectWise
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 [email protected] or 1-800-671-6898.
