Autotask & ITGlue Consultant (MSP Process Optimization)
Temporary
Nexplay Consulting Inc.
Remote
- Remote job
Autotask & ITGlue Consultant (MSP Process Optimization)
Engagement: Contract (Hourly consult with aggressive completion date)
Location: Remote
Department: IT Operations / MSP Systems
About Us
We are a growing Managed Services Provider that has been using Autotask PSA and ITGlue for three years. As our operations continue to scale, we are looking for an expert consultant who can evaluate our current environment, fine‑tune our configurations, and implement MSP‑industry best practices across both platforms.
What You'll Do
- Perform a full assessment of our current Autotask and ITGlue configuration.
- Recommend and implement improvements aligned with MSP industry standards.
- Optimize workflows, queues, ticket categories, automation rules, SLA configurations, and billing setups within Autotask.
- Enhance ITGlue structure, documentation standards, permissions, and integrations.
- Develop customized Autotask reports (operational, financial, SLA, ticketing, utilization, executive dashboards).
- Identify gaps in processes and help build scalable documentation and SOPs.
- Provide training sessions or quick‑reference guides for our internal team, if needed.
Required Experience
- 3+ years hands-on expertise with Autotask PSA and ITGlue.
- Proven track record configuring PSA/Documentation platforms in an MSP environment.
- Strong understanding of MSP operational frameworks (ticketing workflows, dispatching, SLAs, billing, project management).
- Experience building custom Autotask reports using the LiveReports Designer.
- Ability to diagnose configuration issues and propose clear, actionable solutions.
- Excellent communication skills and ability to collaborate with operational leadership.
Nice-to-Have
- Experience with Datto RMM or other RMM platforms.
- Exposure to ITIL concepts and service delivery frameworks.
- Prior work standardizing documentation environments for MSPs.
What Success Looks Like
Within a short engagement window, you will help us:
- Achieve a clean, standardized Autotask configuration that matches how our business operates.
- Improve documentation consistency and structure within ITGlue.
- Establish reporting dashboards that provide real business insights.
- Implement processes our team can confidently maintain long-term.
Vacancy posted 17 days ago
Similar jobs that could be interesting for youBased on the Autotask & ITGlue Consultant (MSP Process Optimization) in Remote vacancy
- ...DESCRIPTION Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description Join Us as a Process Optimization Specialist – Drive Operational Excellence At Thermo Fisher Scientific, you’ll discover meaningful work that makes a...Remote job
- ...About the Company: Aidey is an AI-first Business Process Outsourcing company — the human layer powering the world's most ambitious AI-native companies. We staff the last mile of customer experience, technical success, back-office operations, and sales, operating remotely...
- ...Job Order: Conversion Rate Optimization (CRO) / A/B Testing Specialist Department: Customer Success / Growth Reports To: Head of Growth / CRO Lead Location : Flexible Remote (Global) – must have strong overlap with PST / CST / EST. Overview We are seeking...Remote job
- ...Position Title: Business Analyst – Optimizely Data Platform (ODP) Work Arrangement: Remote Employment Type: Part-Time Contract... ...into detailed technical and functional requirements Develop process maps illustrating customer data flow between CRM, eCommerce...Remote job
- ...Learning & Development Consultant — Installer & Customer Enablement Location / Employment Details Contract / consulting engagement... ...is no formal program — no standardized content, no repeatable process, and no dedicated tooling. You are being brought in to design...
- ...Position Title: SAP SD Consultant Location: McKinley West, Fort Bonifacio, Taguig Work... ...understanding of sales and distribution processes and expertise in the SAP SD module. Key... ...Distribution Processes: Analyze and optimize sales and distribution processes, including...Remote job
- ...Position Title: SAP MM Consultant Location: Citibank Tower Building, Paseo de Roxas, Makati... ..., inventory, and materials management processes. Key Responsibilities: SAP MM... ...and Procurement Processes: Analyze and optimize processes related to procurement, materials...Remote job
- ...RESPONSIBILITIES IN THE BUSINESS: As a Workday Integrations Consultant (Consultant) in Kainos, you’ll lead a team of specialist... ...junior consultants; • Willing and able to support the sales process including the production of estimates for the delivery of work...Remote job
- ...Company: Chase Software Position: Media Consultant - APAC Level: Junior to Mid-Level Location: Fully Remote About Chase... ...industry. An understanding of financial concepts and bookkeeping processes, or prior experience working on or supporting financial...Remote job
- ...effectiveness of their systems. As an AMS Workday Certified Benefits Consultant, you will be responsible for providing strategic support for... ..., analyze patterns, remove inefficient configurations or processes, and construct algorithmic solutions scalable to ongoing...Remote job
- ...between clients and internal teams. Use a consultative approach to identify clients’ business... ...strategic plans to manage, grow, and optimize client accounts. Monitor account performance... ...internal teams to identify areas for process improvement and operational efficiency....Remote job
700 - 800 $
...dedicated to helping clients succeed through optimized operations and strategic growth. We... ...of solutions, including expert business consulting, efficient resource outsourcing (allowing... ...and external client visibility. Process Improvement: Support and follow defined...- ...Safari Micro is a well-established U.S.-based MSP and value-added reseller supporting... ...disruption. ~ Design, deploy, maintain, and optimize enterprise network environments,... ...driving solutions and building SOPs and processes that improve operational efficiency and service...Remote job
50000 Php
...the technology, systems, and operational processes that keep the business running... ...operations partner. The Virtual Assistant will optimize business systems, implement processes, improve... ...-Have Experience supporting a coach, consultant, speaker, or entrepreneur. Experience...Remote job- ...reconcile all financial transactions accurately and on time Process and manage credit card, bank, and other payment transactions... ...management Prior experience working with a Canadian or US-based MSP or tech/service company WHAT WE OFFER Stable, long-term...Remote job
- ...growing Service Operations team within a Managed Services Provider (MSP) environment. This role is critical to the stability, accuracy,... ...Success teams. This role focuses on execution excellence, process adherence, and proactive follow-ups to ensure work is completed...Remote job
- ...firm–at the intersection of marketing, consulting & data intelligence–igniting revenue and... ..., Email + SMS, Conversion Rate Optimization, Retail Marketing, and Creative. Here at... ...possible Participate in the development process for new department training materials...Remote job
- ...firm–at the intersection of marketing, consulting & data intelligence–igniting revenue and... ..., Email + SMS, Conversion Rate Optimization, Retail Marketing, and Creative. Here at... ...technologies to enhance and optimize business processes Utilize and leverage Power Digital's...Remote job
67500 Php
...What is expected of you Manage and optimize Brivity CRM to improve the operational activities... ...team Our selection and assessment process is not for the faint of heart. It is... ...for success from Day 1. Step 1: Career Consultation | In this step, you meet with our career...6 $ per hour
...resolution. _ Product Knowledge and Consultation: _ Acquire a deep understanding of our... ...Proactively identify opportunities for clients to optimize and expand their usage of our solutions.... ...and Training: _ Lead the onboarding process for new clients, ensuring a smooth...Remote job- ...role is responsible for building, scaling, and optimizing the core operating systems that power the... ...maintenance or support function. The successful consultant is expected to replace manual and reactive operational processes with scalable systems, automation, and AI-...
- ...growing Service Operations team within a Managed Services Provider (MSP) environment. This role is designed for a senior individual... ...more scalable operating structures. Workflow Governance and Process Improvement: Own complex, cross-functional operational...Remote job
- ...firm–at the intersection of marketing, consulting & data intelligence–igniting revenue and... ..., Email + SMS, Conversion Rate Optimization, Retail Marketing, and Creative. Here at... ...possible Participate in the development process for new department training materials...Remote job
- ...you will leverage your deep expertise, strategic acumen, and consultative-selling prowess to strengthen and expand a marquee client relationship... ...such as machine learning, AI, decision management, and optimization is highly desirable. Strategic Vision and Execution:...Remote job
- ...Demonstrated experience responding to enterprise procurement processes including RFP, RFI, and security or vendor risk questionnaires... ...frameworks such as SOC 2, ISO 27001, GDPR, or HIPAA. ~ Background in management consulting, agency strategy, or sales engineering....Remote job
- ...client visibility. Collaborate with internal teams to enhance processes and drive efficiency. Foster clear communication among... ...the advertising, digital, creative, technology, marketing, and consulting industries. Stay updated on industry trends and best practices...Remote job
- ...within the organization, ensuring that commercial levers are optimized to maximize growth and profitability across all markets and channels... ...Requirements ~1–2 years of experience in strategy, consulting, or commercial management. ~ Strong analytical and financial...Remote job
- ...Success Specialist with strong expertise in Conversion Rate Optimization (CRO) to join our growing team. This role is perfect for someone... ...and balancing competing priorities. A mix of strategic consulting mindset and hands-on execution skills . Preferred Qualifications...Remote job
- ...metrics and presentations ~ Excellent stakeholder management and consultation skills at all organizational levels ~ Strong data analysis... ...priorities effectively ~ Strong project management and process improvement capabilities ~ Experience representing company at...Remote job
- ...departments across various European countries and participate in audit processes and year-end closings. This position requires work within the... ...due timelines Collaborate with the GL team and third-party consultants on various aspects of tax compliance of the client Assist...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Autotask & ITGlue Consultant (MSP Process Optimization). Be the first to apply!
