HaloPSA Implementation & Optimization Consultant - Remote

Visionary 360, Inc.; United States; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Health, dental, and vision coverage

401(k) with company match

Health Savings Account

Job summary

Visionary 360 is seeking an experienced HaloPSA Consultant who can design and configure HaloPSA for MSPs and TSPs, driving improved service delivery, billing, and accountability.

You will lead client-facing implementations, evaluate client processes, and translate requirements into practical HaloPSA configurations while collaborating with the Visionary 360 team to deliver measurable outcomes.

Qualifications

• Proven hands-on HaloPSA administration or consulting experience.
• Strong HaloPSA configuration, workflows, and reporting knowledge.
• Experience in MSP, TSP, or IT services environment.
• Ability translate business processes into PSA configurations.
• Strong client-facing communication and documentation skills.
• Proven project leadership and client-change management.

Responsibilities

• Lead HaloPSA implementations and optimization projects from discovery to finish.
• Configure sites, users, teams, SLAs, contracts, billing, assets, and reporting.
• Build workflows, templates, automation rules, and notifications.
• Manage client expectations with clear communication and timely follow-up.
• Collaborate with Visionary 360 team to ensure consistent client outcomes.
• Assist with integrations with accounting, RMM, and other MSP tools.
• Document requirements and best practices.
• Maintain accurate time entries and project records.

Skills

HaloPSA configuration

MSP/TSP operations

Client-facing consulting

Project management

Documentation

Education

Bachelor’s degree preferred

Tools

ConnectWise PSA

Autotask

Job description

Visionary 360 is seeking an experienced HaloPSA Consultant who can design and configure HaloPSA for MSPs and TSPs, driving improved service delivery, billing, and accountability.

You will lead client-facing implementations, evaluate client processes, and translate requirements into practical HaloPSA configurations while collaborating with the Visionary 360 team to deliver measurable outcomes.