Revenue Operations Specialist

Managed Solution

ConnectWise Revenue Operations Specialist ensuring billing accuracy and client agreement management in a remote setup. Collaborating with COO and finance teams to support customer success through accurate reporting.

Posted 7/17/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $30 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ConnectWise billing processes, including invoice management, service agreement configuration, and reporting. Possesses strong analytical skills for evaluating agreement profitability and ensuring compliance with established procedures.

Highest-signal resume keywords

ConnectWise Manage/PSA Billing ProcessesPowerBI ReportingMSP Billing ModelsAgreement Setup and ManagementCritical Thinking and Problem Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Billing ConfigurationInvoice CreationDiscrepancy IdentificationSLA ConfigurationContract ManagementData AnalysisWorkflow ImprovementService Agreement ManagementMSP Service Delivery ModelsConnectWise Reporting

Soft Skills

Detail-OrientedTime ManagementExcellent CommunicationTeam CollaborationProblem-Solving

Tools & Technologies

ConnectWisePowerBIMS OfficeOutlookTeams

Industry Keywords

Customer SuccessRevenue OperationsMSP Pricing ModelsService BundlesClient Reporting

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
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.
Strong proficiency in workplace software applications (MS Office – Word, Excel, PowerPoint; Outlook; Teams) and PowerBI is required.
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.

Benefits

Comp & 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