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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in HaloPSA administration, including workflow design, integrations, and reporting. Proficient in SQL and API integrations, with a strong understanding of managed services economics and service delivery metrics.
Highest-signal resume keywords
HaloPSA Administration ExperienceSQL ProficiencyAPI Integration ExperienceWorkflow Design and MaintenanceManaged Services Economics Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
HaloPSA AdministrationSQL QueriesAPI IntegrationWorkflow DesignService Level Agreements (SLAs)Data Model ConfigurationAutomation Toolset ProficiencyReporting and Dashboard CreationChange Control GovernanceKnowledge Management
Soft Skills
Excellent Documentation SkillsStrong Communication SkillsAbility to Translate Business Requirements
Tools & Technologies
HaloPSADynamics 365 Business CentralHubSpotDatto RMMPower AutomateZapier
Certifications & Qualifications
HaloPSA CertificationsFormal Training in HaloPSA
Industry Keywords
Managed Services Provider (MSP)Service Management FrameworkITILService Delivery KPIsTicket Lifecycle
Tech Stack
Tools & technologiesITSMSQL
About the role
Key responsibilities & impact- Own the overall HaloPSA design, including ticket types, workflows, queues, SLAs, categories, teams, and client/self-service portal experience
- Design and maintain the platform data model and configuration standards for a multi-site, multi-brand national operation
- Establish governance practices, including change control, configuration documentation, sandbox and development environments, and a platform roadmap
- Evaluate HaloPSA features and releases, and plan and execute upgrades with minimal service disruption
- Perform day-to-day administration, including workflows, business rules, custom fields, templates, reports, and dashboards
- Manage users, roles, permissions, and security across the organization
- Serve as Tier 3 escalation for platform issues, troubleshooting integrations, automations, and unexpected system behavior
- Train and enable staff and produce platform documentation and best practices
- Build and maintain service delivery KPI reports, dashboards, and scheduled distributions
- Develop cross-platform analytics using SQL queries, views, and datasets combining HaloPSA data with Datto RMM, HubSpot, and Dynamics 365 Business Central
- Partner with leadership to define actionable metrics and maintain reporting accuracy and performance
- Audit report definitions and reconcile figures with Finance and Service Delivery expectations
- Design, build, and maintain integrations between HaloPSA, Datto RMM, HubSpot, and Dynamics 365 Business Central
- Use the HaloPSA API, webhooks, Power Automate, Zapier, or custom scripts for integrations and automation
- Identify and automate manual service-lifecycle processes
- Lead adoption of HaloPSA AI capabilities, including ticket triage, summarization, response drafting, and knowledge article generation
- Evaluate, pilot, measure, and scale AI features that improve ticket deflection, resolution times, and technician efficiency
- Partner with Service Delivery, Sales, Finance, and Engineering
- Occasionally travel for on-site meetings
Requirements
What you’ll need- Three or more years of demonstrable, hands-on HaloPSA administration experience
- Direct ownership of building and maintaining workflows, SLAs, integrations, and reporting
- Experience working in or with an MSP
- Understanding of managed services economics, including agreements, recurring revenue, and utilization
- Experience designing a HaloPSA environment or leading a major re-architecture or scale-up
- Deep knowledge of PSA concepts, including ticket lifecycle, SLAs, queuing and routing, contracts and billing structures, client portals, and knowledge management
- Strong API and integration experience with REST APIs, webhooks, and JSON
- Proficiency with at least one scripting or automation toolset
- Demonstrated SQL proficiency, including writing queries against a production database and converting them into reliable reporting
- Excellent documentation and communication skills
- Ability to translate business requirements into platform configuration and explain technical design to non-technical stakeholders
- Experience supporting a large, multi-site or national organization with hundreds of users and thousands of tickets per month
- Preferred: Direct experience integrating HaloPSA with Dynamics 365 Business Central, HubSpot, and/or Datto RMM
- Preferred: Experience with AI enablement in a PSA or ITSM context
- Preferred: HaloPSA certifications or formal training
- Preferred: Familiarity with ITIL or another service management framework
- Preferred: Experience with Microsoft Power Platform, including Power Automate, or data warehousing and business intelligence concepts
Benefits
Comp & perks- Competitive base salary plus performance-based incentives and commissions
- Continuous training
- Career development
- Opportunities for advancement within a rapidly growing company
- Collaborative culture
- Occasional travel for on-site meetings