ConnectWise

Financial Planning and Analysis

• Sets goals and objectives for team members for achievement of operational results
• Manages experienced professionals who exercise latitude and independence in assignments
• Influences others outside of their own job regarding policies, practices, and procedures
• Contributes to policy and strategy implementation for short-term results
• Leads and prioritizes the daily activities of the team
• Manages, mentors, and coaches to develop a collaborative and dynamic team
• Coordinates cross-functional communication to align on initiatives and strategies to drive efficiency
• Analyzes current and past trends in key performance indicators including revenue drivers, operating costs and leading/lagging indicators, and benchmarking analyses
• Monitors and interprets regular report results to identify key business opportunities and leading indicators of risks, advising the leadership team on appropriate actions
• Recommends operational and financial process improvement practices to ensure data integrity and maximization of internal resources
• Works with functional leaders to provide monthly performance packages with consumable findings of results and key drivers
• Facilitates software metrics including bookings, Annual Percentage Rates (APRs), revenue, and product profitability
• Optimizes business operations by developing data-driven analyses and KPI metrics to identify key trends, potential risks, and opportunities
• Performs tasks at the highest level of accuracy and efficiency in accordance with US GAAP and the organization’s financial policies
• Participates in month-end, quarter-end and year-end closing, as needed

Senior Manager, FP&A

Pricing Analyst

• Deliver research, analyses, and strategic insights to develop and refine pricing and packaging strategies for products and services
• Provide support to the Pricing & Packaging team with high attention to detail
• Research, analyze, and document findings
• May coach and review the work of other team members
• Create and execute pricing and packaging strategies based on data-driven analyses to accelerate revenue growth and profitability
• Analyze complex data and identify trends and leading indicators for new business models, optimizations, and monetization
• Model financial impact of initiatives (pricing levels, pricing models, packaging options)
• Prepare and present recommendations to leadership teams
• Assist with implementation, testing, and rollout of pricing and packaging initiatives
• Manage the price lists by product
• Provide guidance and updates based on market and competitive behavior
• Work in partnership with cross-functional teams to drive growth through pricing and packaging initiatives

Pricing Manager

AI Engineer

• Lead Automation & AI Engineer responsible for building scalable enterprise solutions using Microsoft Power Platform, designing copilots with Copilot Studio, and integrating with Azure AI Services to enhance business outcomes.
• You’ll collaborate with product owners and stakeholders to translate requirements into working solutions while applying modern engineering practices.
• You’ll also play a key role in shaping AI governance practices, ensuring responsible and secure deployment of AI-powered copilots within the enterprise.
• Establishes operational plans for the Automation Engineering team
• Develops and implements new products, processes, standards, and/or operational plans that will have an impact on the achievement of functional results
• Provides support to cross-functional team(s), with a high attention to detail
• May require communication with ConnectWise leadership
• Build enterprise-grade workflows using Power Automate, Power Apps, and Dataverse (4–5 years)
• Design and deploy copilots using Copilot Studio, grounded in enterprise data (1+ year)
• Integrate Azure AI Services like Azure OpenAI and Azure AI Search to extend copilot capabilities (1–2 years)
• Apply prompt engineering techniques, including Retrieval-Augmented Generation (RAG)
• Collaborate in defining and operationalizing AI governance frameworks, including prompt safety, explainability, access control, and auditability standards
• Guide and coach other developers on design patterns, modularity, reusability, platform usage, and automation best practices
• Perform code reviews, contribute to shared component libraries, and maintain technical documentation aligned with enterprise standards
• Develop and manage Power Platform pipelines for Copilot Studio agents, ensuring efficient and reliable deployment processes
• Implement automated controls to validate AI governance processes within Copilot Studio use cases, ensuring compliance with enterprise standards
• Design and implement custom connectors to integrate Power Platform solutions with external systems and APIs, ensuring seamless data flow and functionality
• Collaborate with data owners to structure content and make it AI-ready for LLM-enhanced workflows
• Integrate Power Platform solutions with Microsoft 365 tools such as SharePoint, Teams, and Excel to enhance collaboration and productivity
• Implement secure development practices, compliance-aware automation, and version-controlled deployments
• Integrate with REST APIs and custom connectors within Power Platform and automation workflows (2–3 years)
• Ensure logging, monitoring, and telemetry are in place for automation and copilot performance tracking
• Work within Agile teams, participating in sprints, refinement, and demos (6–7 years)
• Partner with architects, analysts, and compliance leads to ensure traceable, secure, and scalable delivery

Lead Automation and AI Engineer

Full-stack Engineer

• The Full Stack Engineer II is responsible for assisting with the development and implementation of front and backend code for software applications.
• This role works in partnership with the Engineering teams to design and enhance the organizations applications to achieve the best outcome for our partners.
• Provides support to the Engineering teams, with a high attention to detail.
• Researches, analyzes, and documents findings.
• Designs, builds, and maintains reusable and reliable code, aligned with industry best practices.
• Identifies bugs and devises solutions to resolve coding issues.
• Assists in development and maintenance of processes, while completing development and support task.
• Working Conditions: Onsite/Hybrid/Remote depending on location; 0-10% travel may be required