MSP Client Success Specialist (WFH)

SCALABLE OS CORP.; Manila; Hybrid; PHP 300,000 - 450,000; Full time

Job summary

SCALABLE OS CORP. is seeking an experienced IT services administrator to coordinate quotations, procurement, and order management. You will support renewals, report on service performance, and maintain client records across CRM and PSA platforms.

Remote or hybrid work is available, with standard business hours. Ideal candidates have 2–4 years MSP experience and strong communication, organization, and documentation skills.

Qualifications

• 2–4 years in IT services, client services or service administration.
• Experience in MSP environments and understanding of service delivery workflows.
• Practice quoting, procurement, or order management processes.
• Strong organization and multitasking with attention to detail.
• Excellent written and verbal communication.
• Accurate documentation, reporting, and data entry.

Responsibilities

• Coordinate end-to-end client quotations with accuracy and timeliness.
• Manage procurement activities, PO tracking, and vendor coordination.
• Monitor order status and communicate timelines to stakeholders.
• Support renewals by tracking contracts and coordinating ahead of expiration.
• Prepare recurring client reports and service updates.
• Maintain client records and documentation in CRM/PSA systems.
• Act as liaison among client success, sales, finance, service delivery, and procurement.
• Identify risks or delays and escalate to protect client satisfaction.
• Ensure communications meet service and documentation standards.
• Assist with invoice coordination and finance inquiries.

Skills

MSP experience

Quoting

Procurement coordination

Order management

Communication

Documentation

Education

Bachelor's degree in Business/Communications

Tools

ConnectWise

CRM platforms

PSA software

Job description

JOB RESPONSIBILITIES

• Coordinate end-to-end client quotations, ensuring accuracy, completeness, and timely delivery

• Manage procurement and purchasing activities, including raising and tracking purchase orders and vendor coordination

• Monitor and communicate order status, delivery timelines, and changes to internal stakeholders

• Support service renewals by tracking contract timelines, preparing documentation, and coordinating renewals in advance of expiration

• Prepare and distribute recurring client reports, service summaries, and operational updates

• Maintain accurate and up-to-date client records, contracts, and documentation within CRM, PSA, and documentation systems

• Act as a coordination point between client success, sales, finance, service delivery, and procurement teams

• Identify, monitor, and elevate risks, delays, or recurring issues before they impact client satisfaction

• Ensure all client-facing and internal communications meet established service and documentation standards

• Support commercial administration tasks such as invoice coordination, PO matching, and finance-related inquiries

QUALIFICATIONS

• 2-4 years of professional experience in IT services, client services, account coordination, or service administration

• Experience working in a managed services (MSP) environment with an understanding of service delivery workflows

• Demonstrated experience supporting quoting, procurement, or order management processes

• Strong organizational skills with the ability to manage multiple concurrent requests accurately

• Excellent written and verbal communication skills

• Proven attention to detail in documentation, reporting, data entry, and administrative outputs

JOB REQUIREMENTS

• Proficiency with PSA, CRM, and documentation platforms (experience with ConnectWise strongly preferred)

• Ability to work independently in a remote or hybrid environment with consistent availability during business hours

• Basic reporting and data-handling skills using tools such as Excel or similar platforms

• Experience coordinating with vendors or suppliers for order fulfillment and issue resolution

• Bachelor's degree in Business, Communications, or a related field preferred (or equivalent practical experience)

• Process-oriented mindset with the ability to identify inefficiencies and suggest improvements