Professional Services Consultant

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