Software Consulting Specialist - BMS

ConnectWise is the world's leading software company dedicated to the success of IT Solution providers. As a company our vision is to power a thriving IT ecosystem that transforms what's possible for SMBs. How we do this is by empowering IT solution providers with unmatched software, services, and community to achieve their most ambitious vision of success

ConnectWise provides a work environment where each colleague is valued for their perspectives, skills and talents, is treated respectfully, can communicate openly and is encouraged to develop to their full potential as a contributor to the success of the company and the communities we serve. We value our colleagues and offer a competitive benefits package including medical, retirement investment plans, flexible time away, community volunteer opportunities, master’s assistance program and colleague recognition programs.    

 

General Summary:

The Software Consulting Specialist is responsible for evaluating the needs of new and existing clients as they learn ConnectWise software. This role works in partnership with cross-functional teams to ensure clients have the necessary support needed as they become more integrated with ConnectWise products.

Essential Duties and 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

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

Educational/Vocational/Previous Experience Recommendations:

•  Bachelor’s degree in related field or equivalent business experience
• 2+ years of related experience
• Preferred: MBA and industry experience
• Preferred: Experience with ConnectWise products

Working Conditions:

• Remote or hybrid 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 individual