
Software Consulting Specialist
2 weeks ago
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
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