Client Success Manager
platforms like ConnectWise and Lifecycle Insights (or similar tools) for account management, reporting, and lifecycle planning...
platforms like ConnectWise and Lifecycle Insights (or similar tools) for account management, reporting, and lifecycle planning...
Familiarity with RMM and PSA tools (ConnectWise preferred) Preferred Qualifications Certifications such as Security...
within ConnectWise in relation to project timelines. Project Information Review: Reviews all information with key personnel to address...
, prioritize, and escalate tickets appropriately in ConnectWise Manage, ensuring accurate documentation and time entries. Respond... verification, and health checks via ConnectWise Automate. Documentation & Knowledge Management Create and maintain accurate...
documents are provided. Optional / Desired Azure or Microsoft certifications (AZ-900, MS-900) ConnectWise Manage...
ticketing systems (ConnectWise, Autotask, Service Now, JIRA, Salesforce). Attributes That Will Drive Success: Time...
platforms (HubSpot, ConnectWise, Salesforce) and pipeline management Highly coachable, accountable, and able to operate...
Active Directory certifications, strongly preferred. Experience with ITSM ticketing systems (ServiceNow, Jira, ConnectWise...
: Experience with PSA or RMM tools (e.g., Kaseya BMS, ConnectWise) Familiarity with service documentation platforms such as IT...
user lists for clients Audit Ingram invoice for accuracy and reconcile to ConnectWise client agreements Oversee... escalations for client user counts/billing ticket issues pertaining to ConnectWise service tickets and agreements. Including...