Software Consulting Specialist

4 hours ago

Clark PHL, Philippines ‎ConnectWise Full time ₱900,000 - ₱1,200,000 per year
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

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