ConnectWise Revenue Operations Specialist
Skills
ConnectwiseContract ManagementCustomer SuccessEnglishMicrosoft WordSalesService-Level Agreements
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Associate or bachelor's degree preferred
- 2+ years in an administrative or operations position
- 4+ years of experience with ConnectWise Manage or PSA billing processes
- Strong verbal and written English communication skills
- Extremely organized and detail-oriented
- Ability to handle high volumes of requests and tasks
- Ability to work independently and complete assigned tasks
- Exceptional critical thinking and problem-solving skills
- Strong proficiency in MS Office Outlook Teams and PowerBI
- Strong understanding of MSP billing models
- Experience with agreement setup and management in ConnectWise
- Proficiency in generating and customizing ConnectWise reports
- 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
- Knowledge of contract management best practices
- Experience partnering with Customer Success or account management teams on client reporting
Nice to have
- organized
- detail-oriented
- efficient
- can-do attitude
- team player
- tech savvy
- independent
Day to day
- Manage billing operations in ConnectWise with a strong focus on accuracy timeliness and compliance.
- Configure service agreements SLA settings billing parameters and work type mappings to align client deliverables with business goals.
- Analyze billing discrepancies reporting data and Microsoft NCE/CSP usage to support customer success leadership and improve revenue integrity.
- Partner with internal teams to resolve timesheet issues reconcile invoices and deliver client-ready insights for QBRs and meetings.
Hiring process
- Submit resume and application
- Await review during initial application window
- Contact careers@managedsolution.com for status questions if needed
