ConnectWise

Marketing Operations

• Own the end-to-end strategy, governance, and execution of prospect data and list management across Sales and Marketing.
• Ensure that all GTM motions are supported by accurate, enriched, well-governed, and actionable account and contact data.
• Report directly to the VP of Demand Gen and partner closely with Marketing, RevOps, Sales Operations, Master Data Management, Product, and Analytics teams to improve targeting, personalization, pipeline efficiency, and ROI visibility.
• Lead the List Management Program across all GTM motions (Acquisition, Expansion, Competitive Displacement).
• Define and document standardized processes for list sourcing, intake, enrichment, hygiene, segmentation, and retirement.
• Serve as the single accountable owner for prospect list quality, governance, and performance measurement.
• Define data requirements to support ICP-based targeting for MSP and Mid-Market Enterprise (IIT) segments.
• Own external list purchase strategy, intake workflows, normalization, tagging, and ROI tracking.
• Establish ongoing account and contact data hygiene processes, including invalid record removal and duplicate remediation.
• Partner with Master Data Management Team to define ownership, SLAs, and escalation paths for data quality issues.
• Centralize and operationalize first-party & third-party data sources in partnership with RevOps.
• Define segmentation and enrichment standards to ensure lists are activation-ready before entering campaigns or sequences.
• Partner with Analytics to define success metrics and reporting for list quality, pipeline contribution, and ROI.
• Establish feedback loops with Sales and SDR teams to continuously improve ICP accuracy and data effectiveness.
• Identify and implement automation and AI use cases that improve data quality, scalability, and operational efficiency.

Marketing Operations Manager

Sales Engineer

• Supports the Sales team with high attention to detail
• Manages technical and functional product presentations
• Executes proof of concepts with prospects
• Acts as contact for cross-functional teams

Senior Sales Engineer

Consultant

• Lead technical engagements with high-value partners, to support migration from legacy systems to cloud-based platforms.
• Conduct migration readiness assessments and provide expert guidance throughout the end-to-end migration lifecycle to ensure smooth transitions to cloud environments.
• Facilitate and deliver migration sessions, providing hands-on technical support, troubleshooting, and remediation during partner transitions to cloud solutions.
• Identify, manage, and resolve technical and operational issues during migration to minimize disruption and drive continuous improvement.
• Capture partner feedback and operational insights and collaborate with product and process teams to improve tooling, workflows, and best practices.
• Deliver technical training, system configuration, and troubleshooting through webinars, onsite engagements, and remote sessions to enable successful cloud adoption.

Software Consultant Specialist – Modernization

• Lead technical engagements with high-value partners, to support migration from legacy systems to cloud-based platforms.
• Conduct migration readiness assessments and provide expert guidance throughout the end-to-end migration lifecycle to ensure smooth transitions to cloud environments.
• Facilitate and deliver migration sessions, providing hands-on technical support, troubleshooting, and remediation during partner transitions to cloud solutions.
• Identify, manage, and resolve technical and operational issues during migration to minimize disruption and drive continuous improvement.
• Capture partner feedback and operational insights and collaborate with product and process teams to improve tooling, workflows, and best practices.
• Deliver technical training, system configuration, and troubleshooting through webinars, onsite engagements, and remote sessions to enable successful cloud adoption.
• Develop and maintain concise solution documents and user guides for migration projects, documenting partner interactions and project outcomes to support scalable cloud migrations.
• Validate defects, resolve technical issues, and support custom engagements, providing clear documentation and structured communication.
• Manage multiple concurrent migration initiatives, balancing priorities while maintaining accurate project documentation and stakeholder communication.
• Support project management activities to ensure successful coordination and delivery of cloud migration engagements.
• Ensure high partner satisfaction by consistently delivering high quality experiences and maintaining strong customer feedback and survey results.

Project Manager

• The Project Manager is responsible for overseeing the successful completion and delivery of all assigned projects within their specified timelines, budgets, and scope.
• This role works in partnership with cross-functional teams to identify potential problems and provide effective solutions in reaction to the application of concepts, techniques, knowledge, or processes developed to support the assigned projects.
• Provides support to cross-functional teams, with a high attention to detail
• Research, analyzes, and documents findings
• May coach and review the work of other team members
• Collects and manages requirements from all stakeholders for each assigned project
• Creates and maintains detailed business project plans and status reports
• Ensures task lists and timelines for projects exist and are updated and reviewed
• Obtains updates from all project participants and covers the plans during calls with a special focus on upcoming milestones, missed dates, and project risks
• Organizes project meetings and ensures appropriate documents are prepared and updated for these meetings
• Serves as a main point of contact for various business units to ensure teams remain in synergy
• Manages project management of service offerings/launches/changes throughout implementation
• Identifies and presents innovative and creative service solutions
• Identifies business and operational requirements based upon the objectives of each service
• Coordinates and builds strong working relationships with cross-functional teams
• Motivates people involved in the project to complete tasks on time
• Identifies gaps, pain points, and opportunities for change
• Makes recommendations based on facts and validation at a qualitative and quantitative level using multiple sources
• Monitors internal processes for efficiency and validity during pre- and post-project execution

• Provides support to the Sales team(s), with a high attention to detail
• Researches, analyzes, and documents findings
• May coach, review, and/or delegate work to other team members
• Provides expert technical training to clients and communicates customer feedback for future product developments
• Represents both technical and functional aspects of our suite of products/services and proposes how these benefit prospective customers
• Provides exemplary technical expertise and independent creative discretion in producing technical and product demonstrations and presentations
• Proactively scopes technical solutions required to align product designs to partners’ businesses by interpreting requirements for larger and complex partner needs
• Executes proof of concepts with prospects at both a technical and business level to show value
• Exercises discretion and judgement regarding product specifications required to address customer requirements, assess customers’ needs, and recommend solutions that optimize value
• Works independently or as part of a sales team with customers to position technology to both business and technical users in a consultative manner and through product capability assessments
• Prepares, researches, and provides input into technical RFPs/RFQs
• Serves as a key point of contact for cross-functional teams to provide product knowledge and technology expertise through training, coaching, and product support
• Pursues and maintains professional and technical knowledge through ongoing training and education