Software Consulting Specialist - BMS
ConnectWisePosted 1/28/2025
Software Consulting Specialist - BMS
ConnectWise
Job Location
Job Summary
The Software Consulting Specialist evaluates client needs for ConnectWise software and works with cross-functional teams to provide support. Responsibilities include project implementation coordination, client training, workflow management, kick-off meetings, status communication, performance metric maintenance, colleague mentoring, and product cross-training. Required skills include independent work, adaptability, strong communication, planning, organization, discretion, and confidentiality. A bachelor's degree or equivalent experience is required, with 2+ years of related experience preferred. Preferred qualifications include an MBA, industry experience, and ConnectWise product knowledge. The role offers remote or hybrid options with minimal travel.
Skills
Job Description
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
