Modernization Success Coordinator-1

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

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We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

General Summary:

The Modernization Success Coordinator is a key member of the ConnectWise post-sale organization responsible for recruiting partners to the migration program by setting a strong framework for the migration process. This role combines value positioning with SOW and quote execution to drive digital transformation that sets our partner’s up for long-term success.

Essential Duties & Responsibilities:

• Assess a partner’s readiness to migrate from Automate to RMM


• Secure a signed SOW to begin the migration process


• Facilitate introductions to the Modernization Manager


• Assist in the Automate to RMM quote requirements


• Coordinate cross-functional communication to ensure relationship leaders are made aware of the status of a partner’s migration status 


• Provide frequent feedback and enhancement recommendations for the process

Knowledge, Skills, and/or Abilities Required:

• Ability to communicate clearly with internal colleagues and partners


• Ability to work independently on projects and processes with general supervision


• Ability to situationally adapt and understand new technology/processes


• Willingness to work in a team environment


• Strong organizational and customer service skills


• Professional presence suitable for interaction in meetings, in-person, or via email

Educational/Vocational/Previous Experience Recommendations:

• Broad knowledge of job procedures and tools


• 2+ years of relevant experience


• Preferred: Experience with Salesforce and Outreach

ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.

The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at [email protected] or 1-800-671-6898.