ConnectWise PSA Consultant

Valid8 Financial, Inc.; Tampa (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

Valid8 Financial, Inc. is seeking a ConnectWise PSA Consultant in Tampa, Florida. This mid-level to senior role is focused on improving client operational maturity and PSA optimization initiatives. The ideal candidate should have deep MSP experience and be effective in consulting environments.

The role includes leading client assessment sessions and designing process improvements, requiring strong communication skills and a consultative approach. Candidates should be adaptable and eager to learn with opportunities for professional growth in a fast-paced setting.

Qualifications

• Deep MSP experience with service delivery, finance, and operations understanding.
• Strong knowledge of ConnectWise and PSA systems usage.
• Proven ability to translate business requirements into system designs.

Responsibilities

• Lead discovery sessions to assess client PSA environments.
• Design and implement scalable process improvements.
• Advise clients on MSP best practices.

Skills

MSP operations understanding

ConnectWise knowledge

Communication skills

Customer service orientation

Ability to learn and adapt

Job description

Job Title: ConnectWise PSA Consultant

Engagement Type: Contract / W2

Experience Level: Mid-Level to Senior

Overview

We are seeking a BMS (Business Management System) Consultant with experience in the Managed Service Provider (MSP) space to drive operational maturity and PSA optimization initiatives. This is a client‑facing role that requires strong communication skills, professionalism, and a consultative mindset.

The ideal candidate has a solid foundation in MSP operations and ConnectWise, combined with a willingness to learn, adapt, and grow within a fast‑paced consulting environment. This role is designed to evolve with the organization, offering opportunities to expand both technical and consulting capabilities over time.

Key Responsibilities

• Lead discovery sessions to assess client PSA environments, operational workflows, and business objectives
• Design and implement scalable process improvements within PSA platforms, with a strong focus on financial and operational alignment
• Configure and optimize PSA modules including:
  • Product catalog and service structuring
  • Chart of accounts alignment
  • General ledger integration and financial workflows
  • Ticketing, dispatch, and service delivery processes
• Translate business requirements into standardized workflows, automation, and system configurations
• Advise clients on MSP best practices across service delivery, pricing models, and operational efficiency
• Support post-M&A integration efforts, including PSA consolidation, data normalization, and process harmonization
• Collaborate with executive stakeholders and operational leaders to align systems with business strategy
• Provide documentation, training, and change management support to ensure successful adoption

Required Qualifications

• Deep MSP experience with a strong understanding of service delivery, finance, and operations
• Strong working knowledge of ConnectWise and how MSPs leverage PSA systems in daily operations. Equivalent PSA expertise in other platforms a plus.
• Strong working knowledge of:
  • Chart of Accounts (CoA) design and alignment
  • General Ledger (GL) integration and financial reporting
  • Product catalog structuring and pricing models
• Prior hands‑on experience in MSP operations (e.g., Service Desk Manager, Dispatcher, PSA Administrator)
• Proven ability to translate business requirements into system and process design
• Excellent communication skills with the ability to engage both technical teams and executive stakeholders
• Strong customer service orientation with the ability to build trust and credibility with clients
• Demonstrated curiosity and willingness to learn new tools, processes, and best practices
• Ability to work in a dynamic environment and adapt to evolving client and business needs
• Experience working in or supporting larger MSP environments ($5M+ in revenue) is a plus

Preferred Qualifications

• Prior consulting experience in a client‑facing capacity
• Experience supporting post-M&A MSP integrations is a plus
• Familiarity with CPQ platforms and quote‑to‑cash workflows
• Exposure to KPI development, reporting frameworks, and operational benchmarking

Success Profile

The ideal candidate brings hands‑on MSP experience and is developing a consulting mindset – someone who understands how MSPs operate and is eager to help clients improve processes, systems, and outcomes. You are adaptable, solutions‑oriented, and comfortable working directly with clients to guide them toward more efficient and scalable operations. As the organization grows, you will have the opportunity to expand your expertise and take on increasing responsibility.