ConnectWise Service Coordinators are key contributors in the successful implementation of ConnectWise Partners. The main function of the Service Coordinator is to welcome the partner to the ConnectWise family, set a strong framework for implementation expectations, and assist the partner to schedule out training appointments for the suite of ConnectWise products they purchased. Other administrative duties will be requested as needed


  • Responsible for welcoming all new partners to ConnectWise, verifying expectations, and assisting in scheduling out all consulting engagements purchased

  • Explain to Partners the recommended implementation path for partner to ensure preparing for successful implementation and monitoring the progress of preparation steps

  • Explain suggested documentation and steps needed to proceed with Implementations

  • Enable partners for automatic scheduling and fielding questions on the tool

  • Monitor appropriate queues/boards to ensure partner tickets are being reviewed in a timely and efficiently manner, communicate and aid partners on tickets, and/or assign tickets to the appropriate resources to be handled

  • Maintain appropriate response times in communications with partners and internal colleagues

  • Work with Business Operations team to ensure timely and seamless handoff of partner engagements

  • Work quickly and efficiently in a dynamic environment

  • Provide innovation, collaboration and training with team and management as needed

  • Facilitate scheduling Consultants on Projects and summarize detail in project for Consultant to review

  • Pull system reporting when requested by management

  • Assist management with coordinating team events, scheduling meetings and communicating with the team and partners.

  • Work on additional projects assigned by management


  • Understanding of the ConnectWise Suite of products

  • Ability to work on multiple priorities and/or projects simultaneously

  • Excellent listening and communications skills, both verbal and written

  • Strong customer relationship skills

  • Strong computer skills and the ability to effectively communicate through e-mail

  • Organized, detail oriented, and self-motivated

  • Problem-solving abilities and ability to meet provided deadlines

  • Ability to build positive and collaborative relationships

  • Willingness to develop professionally

  • Ability to work with little supervision

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