. Familiarity with PSA/RMM platforms. (Halo PSA, ConnectWise, Datto, or similar) CRM proficiency. (HubSpot, Salesforce...
, or MCSE, Citrix CCEA or CCIA, SonicWall CSSA, ConnectWise CCPA, LabTech LTCP, Cisco CCNA, or VMware VCP. Interpersonal skills...
platforms such as ConnectWise, Kaseya, Datto, NinjaOne, Autotask, HaloPSA, IT Glue, Hudu, or comparable systems is beneficial..., or security. Experience with ConnectWise Automate or other RMM platforms. Experience administering Microsoft Intune, Entra ID...
. Preferred Experience Previous managed service provider experience. ConnectWise PSA, ConnectWise Control, Datto RMM...
. Own invoicing in ConnectWise across projects, product sales, billable hours, and monthly recurring revenue on weekly... is priced correctly. Set up new ConnectWise agreements and process additions and changes as they arise. Drive proactive...
invoicing in ConnectWise across projects, product sales, billable hours, and monthly recurring revenue on weekly and monthly... monthly cost changes. Set up new ConnectWise agreements and process additions and changes. Drive proactive AR follow-up...
in ConnectWise across projects, product sales, billable hours, and MRR, on weekly and monthly cadences as required. Ownership... up new ConnectWise agreements and process additions and changes as they arise. Collections: Drive proactive AR follow-up...
.Support business platforms such as ConnectWise PSA, Microsoft Dynamics GP and Business Central, SmartConnect, SharePoint... testing or technical documentationHelpful, but not required: ConnectWise PSA, Microsoft Dynamics GP, Dynamics 365 Business...
and maintain project plans, timelines, resource schedules, and budgets using the PSA/PM tool stack (e.g., ConnectWise, Monday... technical detail for non-technical audiences Experience with PSA tools and/or PM tools (ConnectWise, Smartsheet, MS Project...
accurate and detailed records of investigations, actions taken, communications, and resolutions within ConnectWise. Provide... platform (e.g., SentinelOne, CrowdStrike, Microsoft Defender, Microsoft Sentinel) Direct hands-on experience using ConnectWise...