• Assess, review and understand Client’s environment.
  • Document, coach, and mentor best-practices and proven strategies.
  • Provide guidance and coaching on standard operating procedures that fit Client’s needs.
  • Attend, lead, and follow-up on regularly scheduled Client meetings and interactions.
  • Own the Client relationship, implementation and engagement to mentor and train on proven strategies, foundational excellence and feature flexibility.
  • Design workflows, templates, automation, and logical processes.
  • Maintain a superior understanding of what makes a Managed Service Provider (MSP) successful in our discipline of Sales, Service and Finance.
  • Work with our team of Consultants in a collaborative and effective way.
  • Clear, concise, and effective communication style.
  • Accurately input time, notes, and communication in ConnectWise Manage.
  • Continue education, training, and industry-specific courses to stay current.
  • Any other task or duty assigned by your manager.


A Service Consultant has a superior understanding of service delivery using the ConnectWise Manage product. This includes an excellent understanding of the official documented processes, accepted industry best practices, and proven real-world solutions. Using their superior knowledge of the industry, experience, training and official documentation, a Service Consultant is responsible to conduct a comprehensive review and understanding of a Client’s environment, make recommendations in accordance with approved strategies, and implement the agreed upon enhancements. Communication, planning and time-management is an essential aspect of this position, along with understanding project management, timelines, milestones and documentation. A Service Consultant has a strong ability to translate Client needs into actionable changes or processes that meet the ConnectWise Manage application requirements. Must not be afraid to discuss and consult clients on issues that may be difficult or challenging.


  • Expert experience in the MSP/Technology-business field and working with ConnectWise Manage.
  • Superior communication and documentation skills.
  • Superior understanding of the PSA workflow and processes.
  • Able to translate client needs into processes and procedures that align with ConnectWise Manage.
  • Superior soft-skills.
  • Experience with ConnectWise Sell and/or Intuit QuickBooks (Preferred, Not Required)