Professional Services Consultant

Responsibilities

• Lead full lifecycle implementation projects or workstreams, ensuring delivery within scope, timeline, and quality expectations.
• Serve as the primary consultant for mid-sized client engagements, managing stakeholder expectations and project outcomes.
• Design, configure, and optimize ConnectWise solutions to address both technical and business requirements.
• Facilitate client meetings, including discovery, solution design, status updates, and training sessions.
• Proactively identify and manage risks, scope changes, and dependencies across project phases.
• Apply implementation methodologies, maintaining project documentation, timelines, and deliverables independently.
• Analyze client workflows and recommend process improvements, automation, and best practices.
• Collaborate with cross-functional teams (e.g., product, support, sales) to resolve issues and enhance client solutions.
• Contribute reusable assets such as templates, workflows, and documentation to improve delivery consistency.
• Mentor junior consultants through knowledge sharing, peer reviews, and informal coaching.

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