Revenue Operations Specialist

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $30 - $35 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💹 Revenue Operations

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Managed Solution

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

🏢 Enterprise

☁️ SaaS

Enterprise • SaaS • Cloud

Managed Solution is a leading Managed IT Services provider specializing in Microsoft technologies. They offer a range of services including IT help desk, Microsoft consulting, security services, Azure cloud managed services, and business process automation. As a top Microsoft Service Provider in the US, Managed Solution boasts numerous Microsoft certifications and accommodates clients with a 24/7/365 US-based helpdesk. They focus on leveraging cutting-edge technology to enhance employee lifecycle management, employee engagement, and technology mergers and acquisitions. With a presence across the US, Managed Solution is dedicated to providing comprehensive IT support and cloud services to various industries, including healthcare and life sciences technology services.

📋 Description

• Our ConnectWise Revenue Operations Specialist is accountable for the accuracy of billing configuration, service agreements, and reporting within the ConnectWise platform – work that directly fuels Customer Success. • Working closely with the COO, Director of Finance, and Customer Account teams, you'll keep invoicing accurate and timely, client agreements properly configured, and ConnectWise reporting trustworthy for QBRs and client conversations, all in line with established processes and standards. • Manage the day-to-day billing cycle in ConnectWise, including invoice creation, processing, and distribution, ensuring timeliness and compliance with established procedures. • Maintain billing accuracy through reconciliation, discrepancy identification, and client record maintenance. • Identify billing discrepancies, agreement misconfigurations, or workflow inefficiencies, and bring them to the COO with recommended solutions for review and approval, implementing changes as authorized. • Help correct timesheet entries with multiple co-managed locations, ensuring time is entered correctly with location, agreement, and work roles. • Configure and maintain client service agreements in ConnectWise, ensuring alignment with business goals and client deliverables. • Implement SLA settings, billing parameters, and work type mappings as defined by the COO, ensuring accurate service alignment. • Leverage ConnectWise tools and reporting to support leadership and Customer Account teams in monitoring agreement performance, renewals, and profitability. • Partner with the Customer Account teams to review PowerBI reporting data pulled from ConnectWise, Sentinel One, LogicMonitor, Veeam, and other platforms ensuring accuracy of the information presented to customers in QBRs and weekly meetings. • Coordinate with service delivery and sales teams to ensure Project billing, T&M and agreements reflect actual services and proposals, collaborating to resolve any discrepancies in a timely and effective manner. • Serve as a ConnectWise subject-matter resource for the Customer Account team, helping translate platform data into clear, client-ready insights. • Partner with the COO to identify and implement opportunities that streamline revenue-related and customer-facing processes. • Stay current on ConnectWise updates and share relevant new features or workflow improvements with the billing and Customer Success teams.

🎯 Requirements

• Associate or bachelor's degree preferred, as well as 2+ years in an administrative/operations position. • 4+ years of experience with ConnectWise Manage/PSA billing processes. • Equivalent combinations of education and/or relevant work experience will be considered. • The ideal candidate will be extremely organized and detail-oriented, an efficiency rockstar, and an excellent verbal and written (English) communicator, as job requires frequent interactions with internal and external customers, including Customer Success Managers and clients. • Demonstrated ability to quickly learn and then independently implement prescribed processes and procedures while maintaining high levels of customer service. • Ability to handle high volumes of requests and tasks; time management; can-do attitude; and demonstrated ability to work in a team environment are required. • Demonstrated ability to work independently and carry out assigned tasks to completion within parameters of instructions given, prescribed routines, and standard accepted practices. • Exceptional critical thinking: ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions. • Superb problem analysis and resolution both at a strategic and functional level: ability to identify complex problems and review related information to develop and evaluate options and implement solutions. • Strong proficiency in workplace software applications (MS Office – Word, Excel, PowerPoint; Outlook; Teams) and PowerBI is required. • Strong understanding of MSP billing models (fixed fee, T&M, project-based). • Experience with agreement setup and management in ConnectWise. • Proficiency in generating and customizing ConnectWise reports, including PowerBI reporting used for client-facing QBRs. • Detailed understanding of MSP service delivery models and contract structures. • Experience with ConnectWise products and integration points. • Analytical mindset for evaluating agreement profitability. • Understanding of SLA configuration and monitoring. • Experience with MSP pricing models and service bundles. • Knowledge of contract management best practices. • Experience partnering with Customer Success or account management teams on client reporting is a plus. • Tech Savvy: Comfortable with digital tools and can quickly adapt to new software or systems as needed.

🏖️ Benefits

• PTO – earn 80 hours lump sum year 1; 15 days accrued throughout year 2; and 20 days accrued throughout years 3+ • 40 hours of Sick Time per calendar year • 401k – Eligibility after 90 days; Managed Solution matches 50% of your first 6% in contributions, starting after 90 days • Holidays – Managed Solution celebrates 7 paid holidays each year Plus, 1 Floating Holiday per Year… and 2 After 5 Years of Service! • Medical, Dental, Vision – including two medical plans with a $0 cost for employee-only coverage tiers! • Optional Flexible Spending Account for eligible Health Care or Dependent Care costs • Telemedicine options: “see” a medical provider from anywhere, over the phone, 24/7 • $100K Life/AD&D policy provided for all employees, free of charge! • Employee Assistance Program – free financial consultation; counseling services; 24/7 traveler’s assistance; and more! • $80/Month Cell Phone + Internet Reimbursement