PSA Consultant,Halo and Autotask

Company Description Sondela Consulting Limited is an IT consultancy specializing in organizations operating in the Managed Service Provider (MSP) space. The company focuses on helping MSPs align their business processes with Professional Services Automation (PSA) and Remote Monitoring and Management (RMM) tools. Sondela Consulting provides guidance to optimize workflows, increase efficiency, and improve service delivery through better use of these platforms. The team also delivers structured training on best practices, enabling staff to use PSA and RMM tools confidently and effectively. Applicants can expect to work with diverse MSP clients and contribute to tangible operational improvements.
Role Description The PSA Consultant, Halo and Autotask role is a full-time remote position focused on helping MSP clients implement, configure, and optimize their PSA platforms, particularly HaloPSA and Autotask. Day-to-day tasks include assessing client workflows, mapping business processes to PSA capabilities, and designing configurations that support service delivery, ticketing, time entry, billing, and reporting. The role involves running discovery sessions, preparing documentation, and guiding clients through deployment, migration, and change management. The consultant will provide training to client teams on best practices, create reference materials, and troubleshoot PSA-related issues. Collaboration with internal colleagues and client stakeholders is expected to ensure solutions are practical, scalable, and aligned with business objectives.
Qualifications
Strong knowledge and hands-on experience with PSA tools, preferably HaloPSA and Autotask, including configuration, workflows, ticketing, and billing.
Background in Managed Service Provider (MSP) operations, with familiarity in aligning business processes to PSA and RMM tools.
Proficiency in process analysis and documentation, including gathering requirements, mapping workflows, and creating implementation plans.
Ability to deliver clear training and support, including creating user guides, leading remote training sessions, and advising on best practices.
Excellent communication and stakeholder management skills, with the ability to translate technical concepts into accessible language.
Strong problem-solving and analytical skills, with attention to detail and a structured approach to troubleshooting and optimization.
Comfort working independently in a remote environment, managing multiple client engagements and deadlines.
Prior consulting experience and relevant certifications in PSA/RMM platforms or IT service management (e.g., ITIL) are beneficial.
Experience with general IT service delivery, helpdesk operations, or project management in an MSP context is an advantage.

Work arrangement
Yes