ConnectWise Revenue Operations Specialist

Managed Solution; San Diego (CA); Remote; USD 100,000 - 125,000; Full time

Job summary

Join a forward-thinking company as a ConnectWise Revenue Operations Specialist, where you will manage billing and service agreements for our valued MSP clients. This role emphasizes accuracy in invoicing and enhancing workflow efficiency, contributing directly to the company's revenue integrity. With a strong focus on collaboration and communication, you will work within a dynamic team dedicated to delivering excellence and innovation. If you thrive in a remote environment and are passionate about operational success, this opportunity is perfect for you.

Benefits

PTO

401k

Health Benefits

Employee Perks

Qualifications

• Experience in managing billing lifecycle and service agreements.
• Strong understanding of MSP billing models and operations.

Responsibilities

• Oversee invoicing and ensure accuracy in client records.
• Create and maintain client service agreements and monitor performance.

Skills

Organizational Skills

Communication Skills

Problem-Solving Skills

ConnectWise Manage/PSA Billing

Education

2+ years in administrative/operations role

4+ years with ConnectWise Manage/PSA billing processes

Tools

MS Office

PowerBI

Job description

ConnectWise Revenue Operations Specialist

Location: Fully Remote

Description:

We focus on delivering quality and excellence to our clients in technology modernization, business and technology strategy, and cloud transformation. As a recognized Microsoft Partner of the Year and a top-tier Microsoft Cloud Solution Provider, our engineers hold over 38 Microsoft certifications, making us trusted experts in the field.

The role:

The ConnectWise Revenue Operations Specialist manages and optimizes billing lifecycle and service agreement processes within the ConnectWise platform for our MSP clients. You will ensure accurate invoicing, proper configuration of client agreements, and contribute to revenue integrity, workflow efficiency, and profitability.

Responsibilities include:

1. Billing Operations: Oversee invoicing, ensure accuracy, resolve discrepancies, and maintain client records.
2. Agreement Management: Create and maintain client service agreements, implement SLA settings, monitor agreement performance, and collaborate with internal teams to streamline processes.

Additional duties involve staying updated with ConnectWise features, reviewing PowerBI reports, and demonstrating commitment to company values and policies.

Qualifications:

• 2+ years in an administrative/operations role; 4+ years with ConnectWise Manage/PSA billing processes.
• Strong organizational, communication, and problem-solving skills.
• Proficiency in MS Office, PowerBI, and understanding MSP billing models.

Physical and Remote Work Requirements: Ability to sit/stand for long periods, lift objects, communicate effectively, and work remotely within a state where the company operates. Occasional in-person meetings may be required.

Compensation & Benefits: Base wage $30-$35/hr, PTO, 401k, holidays, health benefits, and various employee perks.

Our Culture & Values: We value diversity, integrity, heart, innovation, and teamwork. We promote an inclusive environment and equal opportunity employment.

Application Process: We accept ongoing applications. If interested, please apply via the provided button. Previous applicants are encouraged to reapply if still qualified.