ConnectWise Revenue Operations Specialist

Skills
ConnectwiseContract ManagementCustomer SuccessEnglishMicrosoft WordSalesService-Level Agreements
Role

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