ConnectWise Revenue Operations Specialist

Job Description

Job Description

Description:

Your Mission:

Our ConnectWise Revenue Operations Specialist is accountable for the accuracy of billing configuration, service agreements, and reporting within the ConnectWise platform – work that directly fuels Customer Success. Working closely with the COO, Director of Finance, and Customer Account teams, you'll keep invoicing accurate and timely, client agreements properly configured, and ConnectWise reporting trustworthy for QBRs and client conversations, all in line with established processes and standards. Your ConnectWise expertise and attention to detail directly support client satisfaction, retention, and revenue integrity across the organization. Essential functions include:

ConnectWise Platform & Billing Operations:

• Manage the day-to-day billing cycle in ConnectWise, including invoice creation, processing, and distribution, ensuring timeliness and compliance with established procedures.
• Maintain billing accuracy through reconciliation, discrepancy identification, and client record maintenance.
• Identify billing discrepancies, agreement misconfigurations, or workflow inefficiencies, and bring them to the COO with recommended solutions for review and approval, implementing changes as authorized.
• Help correct timesheet entries with multiple co-managed locations, ensuring time is entered correctly with location, agreement, and work roles.

Agreement Management:

• Configure and maintain client service agreements in ConnectWise, ensuring alignment with business goals and client deliverables.
• Implement SLA settings, billing parameters, and work type mappings as defined by the COO, ensuring accurate service alignment.
• Leverage ConnectWise tools and reporting to support leadership and Customer Account teams in monitoring agreement performance, renewals, and profitability.

Customer Success & Collaboration:

• Partner with the Customer Account teams to review PowerBI reporting data pulled from ConnectWise, Sentinel One, LogicMonitor, Veeam, and other platforms ensuring accuracy of the information presented to customers in QBRs and weekly meetings.
• Coordinate with service delivery and sales teams to ensure Project billing, T&M and agreements reflect actual services and proposals, collaborating to resolve any discrepancies in a timely and effective manner.
• Serve as a ConnectWise subject-matter resource for the Customer Account team, helping translate platform data into clear, client-ready insights.
• Partner with the COO to identify and implement opportunities that streamline revenue-related and customer-facing processes.
• Stay current on ConnectWise updates and share relevant new features or workflow improvements with the billing and Customer Success teams.

This role works in close partnership with the COO, who sets overall billing and agreement policy, and the Customer Account team, who rely on accurate ConnectWise data for client-facing reporting. The ConnectWise Revenue Operations Specialist is responsible for the accurate, consistent execution of those processes and for surfacing issues, questions, or improvement ideas as they arise.

Additionally, this employee will be required to demonstrate a high level of commitment to Company values; adhere to all Company policies and procedures; and perform all related duties as assigned by supervisor.

Education and Work Experience Requirements:

• Associate or bachelor's degree preferred, as well as 2+ years in an administrative/operations position. 4+ years of experience with ConnectWise Manage/PSA billing processes.
• Equivalent combinations of education and/or relevant work experience will be considered. If performing work remotely, prior experience successfully meeting performance expectations in a remote position is highly desired.
• The ideal candidate will be extremely organized and detail-oriented, an efficiency rockstar, and an excellent verbal and written (English) communicator, as job requires frequent interactions with internal and external customers, including Customer Success Managers and clients.
• Demonstrated ability to quickly learn and then independently implement prescribed processes and procedures while maintaining high levels of customer service.
• Ability to handle high volumes of requests and tasks; time management; can-do attitude; and demonstrated ability to work in a team environment are required.
• Demonstrated ability to work independently and carry out assigned tasks to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
• Exceptional critical thinking: ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Superb problem analysis and resolution both at a strategic and functional level: ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

Technical Skills/Competencies:

• Strong proficiency in workplace software applications (MS Office – Word, Excel, PowerPoint; Outlook; Teams) and PowerBI is required.
• 4+ years of experience with ConnectWise Manage/PSA billing processes.
• Strong understanding of MSP billing models (fixed fee, T&M, project-based).
• Experience with agreement setup and management in ConnectWise.
• Proficiency in generating and customizing ConnectWise reports, including PowerBI reporting used for client-facing QBRs.
• 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.
• Experience with MSP pricing models and service bundles.
• Knowledge of contract management best practices.
• Experience partnering with Customer Success or account management teams on client reporting is a plus.
• Tech Savvy: Comfortable with digital tools and can quickly adapt to new software or systems as needed.

Work Location/Remote Status: This position is eligible for remote work, within a state where Managed Solution has payroll operations. Employees will work from a home office within an assigned state. Your presence at our company headquarters in San Diego, CA; at meetings/conferences/off -site events; at client locations; or elsewhere, may be required on occasion.

Shift + Availability: Monday through Friday, hours to be agreed upon based on Company needs. Company operates in Pacific Time Zone, though some scheduling flexibility may be offered for employees in other regions.

Physical Requirements:

Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards. The essential functions of this job require: the ability to frequently sit and stand for long periods of time; to manipulate objects with fine and gross motor skills; to frequently lift and maneuver objects up to 10 pounds; to communicate in written and spoken English; to hear; to utilize close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Managed Solution is an equal opportunity employer and will consider qualified applicants who can perform the essential functions of the job, with or without reasonable accommodation.

Compensation & Benefits*

Base Wage Range: $30.00 to $35.00 per hour

Managed Solution considers a range of factors when determining an appropriate wage. Such factors include but are not limited to: years of related experience, industry knowledge, formal education, relevant certifications, and geographic location. Wages are paid as earned and in accordance with Company policies.

Additional Perks:

• PTO – earn 80 hours lump sum year 1; 15 days accrued throughout year 2; and 20 days accrued throughout years 3+
• 40 hours of Sick Time per calendar year
• 401k – Eligibility after 90 days; Managed Solution matches 50% of your first 6% in contributions, starting after 90 days
• Holidays – Managed Solution celebrates 7 paid holidays each year
• Plus, 1 Floating Holiday per Year… and 2 After 5 Years of Service!
• Medical, Dental, Vision – including two medical plans with a $0 cost for employee-only coverage tiers!
• Optional Flexible Spending Account for eligible Health Care or Dependent Care costs
• Telemedicine options: “see” a medical provider from anywhere, over the phone, 24/7
• $100K Life/AD&D policy provided for all employees, free of charge!
• Employee Assistance Program – free financial consultation; counseling services; 24/7 traveler’s assistance; and more!
• $80/Month Cell Phone + Internet Reimbursement

*All Company compensation and benefits programs are subject to Company policy and plan documents and are subject to change at Company’s sole discretion. Some programs may differ based on eligibility/availability/regulations in an employee's home state or locale.

Why our employees love working here:

We believe our strength comes from our differences, and we are committed to fostering and promoting a culture of inclusion. We believe our team and our community are our greatest assets and we strive to promote both. From providing our employees the time to pursue Microsoft certifications, to supporting and partnering with multiple non-profit organizations, we believe this is where healthy and happy employees thrive.

As we grow, we are anchored and driven by our Core Values: I <3 IT!

• Integrity – We demonstrate consistent, trustworthy behavior. We are honest with everyone, take ownership (even in the face of failure), and do the right thing... even when no one is looking.
• Heart – We show genuine care for our community, our customers, and our culture. We believe people are at the heart of IT! We are authentic, inclusive, and take time to celebrate and enjoy one another's company.
• Innovation – We cultivate a diverse work environment and forward-thinking business by supporting an open exchange of ideas, driven by creativity and collaboration. We're dedicated to consistently delivering excellence through a ‘yes- to- what’s-next’ attitude.
• Teamwork – We work together and support one another to achieve a clear, common goal, while taking accountability for our own contribution's and the overall team's success.

Inclusion & Equal opportunity employment:

We are an equal opportunity employer committed to building a workplace where every individual is evaluated on their skills, experience, and ability to contribute — without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation. We believe that a team made up of varied perspectives and backgrounds makes us stronger, and we are dedicated to fostering an environment where all employees feel welcomed and valued.

If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

As part of our commitment to inclusion and equal opportunity, Managed Solution is committed to making the application and interview process accessible to all candidates. If you require an accommodation due to a disability, please contact us at View email address on ziprecruiter.com or View phone number on ziprecruiter.com (ask for Human Resources).

E-Verify Participation:

Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Managed Solution participates in the federal E-Verify program to validate the authenticity of work eligibility documents. As part of this program, Managed Solution will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. For more information, see -verify.

Application Information and Hiring Timeline:

The initial application window will be through July 31, 2026. If this posting remains open beyond that date, Managed Solution may have extended the application window or may be collecting resumes for potential future openings. If you have questions regarding the status of this posting, please contact View email address on ziprecruiter.com. If you have applied previously to roles with our team but have not been selected, feel free to reapply if you remain qualified, eligible, and interested in the position outlined above.

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