Software Consulting Specialist - BMS

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:

• 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