Managed Solution

Revenue Operations

• 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.
• 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.
• 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.
• 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.

Revenue Operations Specialist

Customer Support

• The Cloud + Licensing Support Specialist will help drive strategic and profitable revenue for Managed Solution's cloud practices.
• Assist the sales department with customer requests.
• Provide exceptional customer service to Managed Solution clients/prospects.
• Complete administrative duties to support cloud department operations.
• Input Microsoft Co-sell opportunities into Microsoft Partner Center.
• Handle annual client renewals of Microsoft 365 subscriptions (including Azure).
• Provide superior, first-line customer support related to Office 365 inquiries.
• Onboard new CSP customers.
• Build customer quotes in accordance with provided customer/prospect requirements.
• Update quoting price lists on a monthly basis.
• Run customer reports for monthly invoicing processes.
• Conduct regular data audits across customer accounts.
• Identify inefficiencies in current workflows and recommend process improvements.

Cloud Licensing Support Specialist

Solutions Engineer

• The Microsoft Solutions Architect provides senior consultative services and project scoping, implementation, and technical remediation work for Professional Services clients
• Designing, implementing, and remedying complex solutions across a broad range of technologies, with a focus on the full suite of Microsoft Modern Workplace
• Providing highly visible project work and consultation for Managed Solution’s professional services clients
• Architects end-state solutions and migration/implementations plans for large-scale deployments/build-outs of technical environments
• Meeting with clients to identify technical requirements; designing solutions; implementing project work
• Providing architecture, consulting, project implementation, and high-level troubleshooting
• Providing project work within Microsoft Modern Workplace suite (Viva, SharePoint, EMS, and Power Platform)
• Acting as project lead for assigned projects, directing others in completing project tasks

Solutions Architect

Systems Engineer

• Provides senior consultative services and project work for Professional Services clients
• Responsible for designing, implementing, and remedying complex technology solutions in two or more of the following: Cloud Technology, Modern Workplace/Automation, Exchange/Messaging, Windows Servers, Active Directory, Networking
• Acts as a presales consult to help a client identify appropriate solutions, determine project scope, tasks, and budget requirements
• Acts as project lead for assigned projects, directing others in completing project tasks according to project scopes
• Acts as a mentor to help develop the skillsets of Project Engineers and others
• Completes additional, related responsibilities as assigned

Revenue Operations Specialist

Cloud Licensing Support Specialist

Solutions Architect

Senior Systems Engineer