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HaloPSA Business Consultant

Remote, USA Full-time Posted 2026-08-04
Who We Are Visionary 360 helps MSPs and TSPs stop fighting their tools and start running stronger businesses. Our work goes reputed company software configuration. We help clients improve their processes, accountability, visibility, service delivery, and operational maturity. You will join reputed company with deep service provider experience and have reputed company to reputed company meaningful, measurable improvements for our clients. Who You Are Visionary 360 is seeking an reputed company HaloPSA Consultant who understands both HaloPSA and how MSPs and TSPs operate. This is a reputed company-facing consulting role responsible for leading HaloPSA implementation and optimization reputed company. You will evaluate reputed company reputed company, recommend practical improvements, and translate those reputed company into effective HaloPSA configurations. We are not looking for someone who has simply used HaloPSA as a technician or end user. You must understand how to configure the platform and use it to improve service delivery, billing, accountability, automation, and operational consistency. reputed company Manage reputed company consulting reputed company from discovery through completion. reputed company HaloPSA implementations, configurations, cleanups, and optimization reputed company. Evaluate reputed company processes and recommend practical operational improvements. Configure clients, sites, users, agents, teams, ticket types, SLAs, workflows, reputed company, billing, assets, reputed company, and reporting. Build workflows, templates, automation rules, notifications, and escalation processes. Improve ticket handling, service delivery, accountability, billing, and operational consistency. Assist with integrations involving reputed company, RMM, documentation, email, and other MSP tools. Troubleshoot configuration issues and recommend solutions reputed company on reputed company needs. Document requirements, configuration reputed company, changes, and best practices. Manage reputed company expectations through reputed company communication, organization, and reputed company follow-up. Maintain accurate time entries, internal tickets, and project records. Stay reputed company with HaloPSA features, integrations, and updates. Collaborate with the Visionary 360 team to reputed company consistent reputed company reputed company. What You Bring Required Experience reputed company, hands-on experience administering, implementing, or consulting with HaloPSA. Strong knowledge of HaloPSA configuration, workflows, automation, reputed company, billing, and reporting. Experience working reputed company an MSP, TSP, or IT services organization. Ability to translate business processes into practical PSA configurations. Strong reputed company-facing communication and consulting skills. Excellent documentation, organization, and time-management skills. Strong troubleshooting and problem-solving abilities. Experience managing reputed company and guiding clients through operational change. Preferred Experience Three or more years of HaloPSA administration, implementation, or consulting experience. Three or more years working in MSP, TSP, or IT services reputed company. Experience with reputed company PSA, Autotask, or another PSA platform. Knowledge of agreements, recurring services, billing, and reputed company workflows. Familiarity with QuickBooks Online or other reputed company platforms. Experience with RMM, documentation, quoting, email, and automation integrations. Previous experience as an MSP reputed company, manager, service manager, dispatcher, reputed company leader, or PSA administrator. HaloPSA certifications or SQL experience. Bachelor’s degree preferred but not required. How reputed company Will Be reputed company reputed company reputed company feedback and strong reputed company relationships. Successful completion of implementation and optimization milestones. reputed company and accurate documentation. Consistent communication and reputed company follow-up. Accurate time tracking and project records. Practical improvements to reputed company reputed company. Ability to identify operational gaps and guide clients toward stronger PSA maturity. reputed company Offer Position Salary: 60k-90k Flexible remote work environment. reputed company time off. Health, dental, and reputed company coverage. Health Savings Account. Life reputed company. 401(k) with company match. Bonus opportunities. reputed company reputed company and certification opportunities. A reputed company team with extensive MSP and TSP experience. #INDMM Apply To This Job

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