Operations Coordinator Succession Opportunity

Orange County Computer, Inc.; Lake Forest (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Orange County Computer is seeking an organized, dependable Operations Coordinator to centralize day-to-day service delivery across a technical team in California. The role emphasizes client communication, scheduling, billing support, and maintaining accurate records as we grow together.

You'll work closely with senior leadership, participate in cross-training, and gradually take on more responsibility to support long-term client relationships and smooth operations in a service-focused IT

Qualifications

• Three+ years in operations coordination, office management or related roles.
• Exceptional organization, accuracy, and attention to detail.
• Strong follow-through and ability to move tasks forward with minimal reminders.
• Professional written and verbal communication skills.
• Ability to manage competing priorities and adapt to urgent issues calmly.
• Comfort with coordinating across management and technical staff.

Responsibilities

• Monitor, prioritize, assign, and follow up on service tickets in ConnectWise Manage.
• Coordinate technician schedules, remote support, onsite visits, and projects.
• Review ticket boards to identify new requests, stalled work, or escalations.
• Communicate professionally with clients by phone and email regarding scheduling and status.
• Create, update, and track service tickets with accurate notes and documentation.
• Assist with billing, deposits, and account maintenance in QuickBooks.
• Coordinate purchasing, vendor billing, and inventory for day-to-day needs.
• Maintain organized client, vendor, billing, and operational records.
• Prepare recurring operational reports and follow-up lists for management.

Skills

Organization

Follow-through

Communication

MS 365

Independent work

Client service

Tools

ConnectWise Manage

QuickBooks

Microsoft 365

Outlook

Excel

Job description

Job Description

Job Description

_ ** **A long-term career opportunity for an organized, dependable professional who wants to grow into a key operations role within an established technology services company.****_

About the Opportunity

Orange County Computer is a service-focused IT solutions provider built around long-term client relationships, responsiveness, and dependable support. Our clients rely on us not only to solve technical problems, but also to communicate clearly, follow through, anticipate their needs, and help keep their businesses running smoothly.

We believe excellent IT support starts with excellent service. Every member of our team, technical or administrative, plays an important role in the client experience. This Operations Coordinator position sits at the center of our day-to-day service delivery by coordinating our technical team, managing the flow of service requests, communicating with clients, supporting billing and administrative operations, and helping ensure that we consistently deliver the level of service our clients expect.

This position is designed as a long-term succession opportunity. The selected candidate will work closely with senior operations leadership, receive direct training in our systems and procedures, and gradually assume greater responsibility over the next several years. Our goal is a thoughtful, well-planned transition that preserves continuity for our clients, employees, and business operations.

The Organizational Heartbeat of the Team

We are looking for someone who naturally becomes the organizational heartbeat of a team. You notice when something has been overlooked, remember the details others forget, check that commitments have been followed through, and make sure both clients and coworkers have what they need. You genuinely enjoy taking care of people, but you are also comfortable following up, asking questions, reminding others of commitments, and holding team members accountable when something needs to get done.

_ ** **If you are the person in your workplace who naturally keeps everyone organized, remembers what needs to happen next, checks that people have followed through, and takes personal pride in making sure clients and coworkers are taken care of, you may be exactly who we are looking for.****_

What You Will Do

• Monitor, prioritize, assign, and follow up on service tickets in ConnectWise Manage.
• Coordinate technician schedules, remote support appointments, onsite visits, software updates, and project-related activities.
• Review ticket boards throughout the day to identify new requests, stalled work, incomplete updates, and items requiring escalation.
• Communicate professionally with clients by phone and email regarding scheduling, service status, approvals, and follow-up.
• Create, update, and track service tickets while maintaining accurate notes and documentation.
• Confirm that scheduled work has been completed and proactively address issues before they become client complaints.
• Assist with estimates, invoices, recurring billing, payment processing, deposits, and account maintenance in QuickBooks and related systems.
• Help administer client agreements, recurring services, software licenses, renewals, user counts, and vendor billing reconciliations.
• Coordinate purchasing, returns, repair parts, office supplies, inventory, mail, and other day-to-day operational needs.
• Maintain organized client, vendor, billing, and operational records.
• Prepare recurring operational reports and follow-up lists for management.
• Help improve internal procedures, documentation, accountability, and workflow efficiency.
• Provide front-office coverage and assist clients visiting the office for equipment drop-off or pickup.
• Learn additional operational responsibilities through structured cross‑training and progressively take ownership of key functions.

What We Are Looking For

• At least 3 years of experience in operations coordination, office management, service dispatch, administrative support, customer service, billing, or a similar position.
• Exceptional organization, accuracy, and attention to detail.
• Strong follow-through and the ability to keep tasks moving without repeated reminders.
• Professional written and verbal communication skills.
• Ability to manage competing priorities and shift direction calmly when urgent client or technical issues arise.
• Comfort communicating expectations, requesting updates, and following up with team members.
• Ability to work independently while also collaborating closely with management and technical staff.
• Sound judgment, discretion, reliability, and respect for confidential business and client information.
• Proficiency with Microsoft 365, including Outlook, Word, and Excel.
• A genuine interest in learning the operational side of a technology services business and growing with the company long term.
• Strong client-service instincts and a genuine desire to help people.
• A natural tendency to take ownership, keep people informed, follow up consistently, and make sure nothing falls through the cracks.

Preferred Experience

• ConnectWise Manage or another professional services automation or ticketing platform.
• QuickBooks Online or QuickBooks Desktop.
• Managed service provider (MSP), IT services, technical support, field service, or professional services environment.
• Recurring billing, accounts receivable, purchasing, vendor management, or software licensing administration.
• Creating procedures, checklists, reports, or other operational documentation.

What Success Looks Like

• Service requests are acknowledged, scheduled, updated, and followed through consistently.
• Clients receive timely, professional communication and are not left wondering about the status of their requests.
• Technicians have clear schedules, priorities, documentation, and administrative support.
• Billing, renewals, agreements, and recurring services are accurate and handled on time.