Software Consulting Specialist

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 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

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

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 or

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