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Job Title: ConnectWise PSA/CPQ Administrator
Position Overview: A ConnectWise expert with experience working for Managed Service Providers. As a ConnectWise PSA/CPQ Administrator, youll be the champion of our CPQ and PSA systems streamlining the way we sell and deliver services to our team and clients.
Responsibilities:
Working with operational team to keep backlog of improvement requirements
Defining and mentoring best practice standards for boards, workflows, and integrations.
Updating CPQ and PSA for new solutions and capabilities
Streamlining processes via workflows, templates, and automation strategies.
Staying informed on ConnectWise Integrations and products to keep our processes up-to-date.
Participating in integrating new acquisitions into the PSA system
Leading the client implementation process, teaching best practices and foundational excellence.
Assist with platform integrations when appropriate.
Being curious, exploring new possibilities, and embracing the growing catalog of ConnectWise integrations.
Collaborating with team members.
Performance Metrics:
Developing and documenting best practices.
Ensuring a Client Satisfaction Score of 100% through proactive communication, effective problem-solving, and seamless implementation of ConnectWise solutions.
Demonstrating operational excellence by consistently meeting or exceeding established key performance indicators (KPIs) related to ConnectWise administration and client support. Qualifications:
ConnectWise PSA Administration experience.
In-depth knowledge of ConnectWise PSA configuration, customization, and administration.
Strong understanding of PSA best practices and industry standards.
Strong communication and time management skills.
Experience with integrations and automation tools.
Excellent problem-solving and troubleshooting skills.
Detail-oriented with a focus on data accuracy.
Experience working with or for a Managed Service Provider.
Experience with ConnectWise Sell.
Preferred Qualifications
Bachelors Degree (optional).
Effective communication and interpersonal skills.
ConnectWise certifications are a plus, however well help you acquire them.
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