Regional Operations Coordinator

Magna5; New York, Northern (NY, KY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

100% remote

Paid time off

Bonus potential

Medical, dental, and vision benefits

401(k) with employer match

Life and disability insurance

Certification reimbursement

Job summary

Magna5 is seeking a Regional Operations Coordinator. This remote role primarily works from home with New York residence strongly preferred.

The candidate will manage client relationships, coordinate between success managers and helpdesk, and oversee hardware/software procurement and renewals. The ideal candidate has 2–5 years in customer success or account management within IT, plus a solid technical background and strong communication skills.

Qualifications

• 2–5 years of experience in a customer success or account management role in IT or MSP.
• Strong technical background with understanding of IT infrastructure, networks, and systems.
• Excellent communication and interpersonal skills with client relationship experience.
• Bachelor's degree preferred.

Responsibilities

• Serve as operational liaison between clients, Magna5 CSMs, and helpdesk leads to ensure timely resolution and a seamless client experience.
• Manage procurement of hardware, software, and licensing including quoting and delivery tracking.
• Develop understanding of clients' objectives and technical requirements to advise on best practices.
• Collaborate with sales, support, and technical teams for onboarding and ongoing support.
• Conduct regular check-ins to assess satisfaction and identify upsell opportunities.
• Monitor usage and adoption to suggest improvements and maximize value.

Skills

Customer success

Account management

Technical background

Communication skills

Problem-solving

Time management

Education

Bachelor's degree preferred

Job description

All Jobs > Regional Operations Coordinator

**Remote position. Primarily work from home.***

***New York Residence is highly preferred***

Magna5 provides a portfolio of managed IT services, including network and desktop management, cybersecurity, private and public cloud services and back-up and disaster recovery, to name a few. Our clients are small to mid-size enterprises that look to us to improve their IT performance, enhance the experience of their end-users and allow them to focus their resources on projects that are strategic to their organization’s business plan. We are seeking a highly motivated and experienced Regional Operations Coordinator. As a Regional Operations Coordinator, you will be responsible for ensuring our clients' satisfaction and success by delivering exceptional service and building strong relationships. The ideal candidate will possess a technical background and have 2-5 years of relevant experience in a similar role. Technical experience is mandatory.

RESPONSIBILITIES AND DUTIES

• Serve as the operational liaison between clients, Magna5 Customer Success Managers, and helpdesk leads to ensure timely resolution and a seamless client experience.
• Manage procurement of hardware, software, and licensing for assigned clients, including quoting, ordering, and tracking through delivery
• Understand clients' business objectives and develop a deep understanding of their technical requirements.
• Act as a trusted advisor, providing expert guidance and best practices to clients to help them achieve their desired outcomes and maximize the value of our services.
• Collaborate with cross-functional teams including sales, support, and technical teams to ensure smooth onboarding, implementation, and ongoing support for clients.
• Conduct regular check-ins with clients to assess their satisfaction, address any concerns, and identify opportunities for upselling or cross selling our services.
• Monitor client usage and adoption of our services, proactively identifying areas for improvement and making recommendations to enhance their experience.
• Provide training and product demonstrations to clients, ensuring they have a comprehensive understanding of our offerings.
• Act as an advocate for clients within the organization, communicating their feedback, needs, and requirements to the appropriate teams.
• Stay up to date with industry trends and advancements, and share knowledge and insights with clients to help them stay ahead of the curve.
• Continuously seek opportunities to improve internal processes and contribute to the overall growth and success of the company.

Below is an additional snapshot of tasks that would be included in this position.

Review of monthly service billing for accuracy of work types, covered services, travel

Review of No Charge entries to ensure we are capturing billable time correctly

Review of minimal time entries such as email replies and adjust billable terms if needed

Client Services

General liaison for clients - inquiries, escalations, hardware orders

For assigned clients and House accounts function as modified CSM.

Quotes (eshop and Salesforce)

Renewals: Hardware, M365, Contracts

Projects

Field Services Scheduling

Contracted visits

Projects

Renewals

Hardware - i.e. Firewalls, server hardware, switches, APs

MS365 - license renewals, audits and adjustments

Receivables

Weekly meetings with the accounting team

Client outreach - Phone and email

Datarails review and revisions

Requirements

QUALIFICATIONS

• 2-5 years of experience in a customer success or account management role, preferably within the IT industry or a Managed Service Provider.
• Strong technical background with a solid understanding of IT infrastructure, networks, and systems.
• Exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
• Proven track record of managing client relationships and delivering exceptional customer service.
• Ability to understand complex technical concepts and effectively communicate them to both technical and non-technical stakeholders.
• Strong problem-solving and analytical skills, with the ability to quickly identify and resolve issues.
• Self-motivated and results-oriented, with a demonstrated ability to work independently as well as part of a team.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Bachelor's degree in a relevant field is preferred.

WORK PERKS

• 100% remote position
• Paid Time Off including paid holidays and float holidays
• Bonus potential based on individual and company performance
• Highly competitive and flexible medical, dental, and vision benefits plans
• 401(k) with employer match
• Tailored Life and Disability insurance plans
• Full reimbursement for approved professional certification and career enriching opportunities

WHAT WE DO

Magna5 is a rapidly growing IT Managed Service Provider delivering cybersecurity, private and public cloud hosting, backup and disaster recovery and other advanced services from mid-market to enterprise customers nationwide, including leaders within the education, healthcare, government, financial services, manufacturing, and other industry segments. We integrate advancements in technology and processes to drive businesses forward. As a trusted managed services provider, we bring together the right mix of managed IT services, security, and network connectivity, fully managed by our team of experts 24/7/365. Our passion is to help companies function better, faster, and smarter. We offer an exciting and collaborative environment, with growth potential. For more information, visit our website at w ww.magna5.com