[Hiring] HaloPSA Implementation Consultant @Visionary 360, Inc.

Role Description

Visionary 360 is seeking an experienced HaloPSA Implementation Consultant to help managed service providers build stronger businesses through better processes and effective use of HaloPSA. If you have substantial experience configuring HaloPSA and enjoy helping people solve operational challenges, this role offers the opportunity to apply that knowledge across a variety of MSP businesses. You will take ownership of client projects and collaborate with a team that understands service provider operations.

This is a full-time, remote employee position open to candidates residing in the United States and U.S. territories. The schedule is Monday through Friday. Travel is not required.

About the Role: You will lead HaloPSA implementation and optimization projects from discovery through completion. Your work will include:

• Understanding client operations
• Recommending practical improvements
• Configuring the platform
• Training users
• Guiding clients through change

Qualifications

• Proven, hands-on HaloPSA implementation or substantial administration and optimization experience
• Ability to independently lead implementation work from discovery through configuration, training, and go-live
• Strong knowledge of HaloPSA workflows, automation, SLAs, contracts, billing, and reporting
• Experience working within an MSP, TSP, or IT services organization
• Ability to evaluate business processes and translate requirements into effective PSA configurations
• Strong communication skills, including leading client meetings and explaining configuration decisions
• Strong documentation, organization, troubleshooting, and time-management skills
• Experience managing project responsibilities and guiding users through operational change
• Current residence in the United States or a U.S. territory
• Candidates whose experience comes from administering HaloPSA internally at an MSP are welcome, provided they can demonstrate the configuration depth and project ownership described above

Requirements

• Three or more years of HaloPSA administration, implementation, or consulting experience
• Three or more years in MSP, TSP, or IT services operations
• Experience with ConnectWise PSA, Autotask, or another PSA platform
• Knowledge of recurring services, contracts, billing, and accounting workflows
• Familiarity with QuickBooks Online or other accounting platforms
• Experience configuring RMM, documentation, quoting, email, and automation integrations
• Experience creating HaloPSA runbooks and PDF templates
• SQL reporting experience
• Previous responsibility as an MSP owner, service manager, dispatcher, operations leader, or PSA administrator

Benefits

• Salary based on experience, plus bonus opportunities
• Remote work environment
• Paid time off
• Health, dental, and vision coverage
• Health Savings Account
• Life insurance
• 401(k) with company match
• Professional growth and certification opportunities
• Collaboration with a team that has extensive MSP and TSP experience