ConnectWise Logo

ConnectWise

Senior Software Consulting Specialist - BMS

Reposted 2 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in US
45K-90K
Senior level
Remote
Hiring Remotely in US
45K-90K
Senior level
The Senior Software Consulting Specialist handles client consulting and implementation needs, coordinates project workflows, communicates project status, and delivers technical training while ensuring excellent customer experiences.
The summary above was generated by AI

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 Senior Software Consulting is responsible for interacting directly with partners for consulting and 
implementation needs. 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 & Responsibilities:


• Provides support to the Onboarding & Consulting teams, with a high attention to detail
• Researches, analyzes, and documents findings
• May coach and review the work of other team members
• Coordinates all aspects of project implementation, working closely with the client and internal project team
• Manages the workflow/timeline with client start date, while continually updating notes
• 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
• Coordinates software configurations and consulting via online webinar, email, and phone sessions according to client billable  hours
• Conducts technical training, system configuration, and troubleshooting via web-based applications, phone, and/or email
• Supports product installation and configuration during the pre- and post-sale process
• Documents all customer interactions using hosted business automation and ticketing software
• Recommends improvements to product documentation to help customers and minimize client services utilization
• Verifies bugs raised against products and offers advice on resolution, escalating when necessary
• Maintains an average customer survey rating based on department goals
• Assists with projects based on scope, statement of work, and SDLC release support
• Engages in ongoing product cross-training as identified

 Knowledge, Skills, and/or Abilities Required:


• Ability to manage projects and processes independently with limited supervision
• Advanced knowledge of applicable work area
• Ability to situationally adapt and understand new technology/processes as per business and partner requirements
• Organized, detail oriented, and self-motivated
• Ability to effectively communicate via phone and email
• 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 
• Proven ability to easily convey large amounts of complex information
• Strong ability to use discretion, exercise good judgement, and maintain confidential information
• Knowledge of Microsoft Office applications at desktop and server level

Educational/Vocational/Previous Experience Recommendations:


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

Working Conditions:


• Onsite/Hybrid/Remote depending on location
• 10-20% 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.

Top Skills

MS Office

Similar Jobs

5 Hours Ago
Remote
Hybrid
Orlando, FL, USA
Mid level
Mid level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Customer Success Manager leads customer interactions, oversees Impact packages, manages risks, and ensures customer satisfaction and retention through effective communication and strategic advisory skills.
Top Skills: Ai ToolsData Analytics
5 Hours Ago
Remote
Hybrid
Orlando, FL, USA
76K-100K Annually
Senior level
76K-100K Annually
Senior level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Customer Success Manager oversees customer portfolios, ensuring they achieve business outcomes by managing initiatives and driving engagement through metrics and collaboration with teams.
Top Skills: Ai-Enhanced TechnologyData And AnalyticsSaaSServicenow Experience
5 Hours Ago
Remote
Hybrid
Waltham, MA, USA
63K-80K Annually
Mid level
63K-80K Annually
Mid level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Associate Customer Success Manager oversees customer portfolios, ensures successful adoption of ServiceNow products, drives alignment with customer goals, and conducts reviews to enhance satisfaction and retention.
Top Skills: Ai-Powered ToolsServicenow

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account