Halopsa implementation consultant

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, and guiding clients through change.

Hands-on HaloPSA configuration experience is required. Experience using HaloPSA solely as a technician or end user does not meet the requirements for this position.

What You Will Do

• Lead client discovery sessions and document business requirements.
• Manage HaloPSA implementations, configurations, cleanups, and optimization projects.
• Translate operational requirements into practical HaloPSA configurations.
• Configure clients, sites, users, agents, teams, permissions, ticket types, SLAs, workflows, contracts, billing, assets, projects, and reporting.
• Build automation, runbooks, templates, notifications, and escalation processes.
• Configure forms and PDF templates to support client requirements.
• Assist with accounting, RMM, documentation, email, and other MSP integrations.
• Troubleshoot configuration issues and resolve problems affecting client operations.
• Train clients and document configuration decisions, procedures, and best practices.
• Manage project milestones, client expectations, and follow-up.
• Maintain accurate time entries, internal tickets, and project records.
• Collaborate with the Visionary 360 team and stay current with HaloPSA capabilities.

Why Visionary 360?

Our work goes beyond software configuration. We help MSPs and TSPs improve service delivery, billing accuracy, accountability, and visibility into their businesses.

You will work alongside experienced consultants and business professionals who understand the industry, share their knowledge, and take pride in helping clients succeed.

Required Experience

• 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.

Preferred Experience

• 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.

Please provide specific examples of your hands-on HaloPSA work in your application, including what you personally configured and your role in implementation or optimization projects.

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.