Operations Analyst

Personified

Operations Analyst supporting client operations, resale, and systems administration in managed IT services. Responsible for renewals, quotes, order processing, and internal documentation.

Posted 5/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Manage the full client renewal lifecycle: track key dates, coordinate outreach, draft renewal SOWs, and drive documents through to client signature.
Maintain structured notes, follow-up reminders, and process documentation to keep client-facing teams aligned and prepared.
Support time tracking validation and reporting to ensure accuracy for client billing and internal analysis.
Maintain Google Sheets to support forecasting, renewals, monthly invoicing, and operational insights.
Identify and document process improvements within Client Operations, making workflows more repeatable and scalable.
Generate accurate hardware and software quotes using distributor portals and vendor partner programs.
Process purchase orders and coordinate with vendors to ensure timely delivery; proactively update clients and internal stakeholders on order status.
Manage client software license renewals across platforms including Google, Microsoft, and Meraki.
Maintain detailed records of quotes, orders, and vendor agreements in Halo PSA and Google Drive.
Resolve order discrepancies and procurement inquiries efficiently and professionally.
Support ongoing configuration, maintenance, and day-to-day upkeep of Halo PSA.

Requirements

What you’ll need

Highly organized, detail-oriented, and reliable.
Able to manage multiple workstreams and shifting priorities without dropping the ball.
Clear, professional communicator.
Curious about how things work, with a genuine interest in process improvement and operational efficiency.
Strong Google Sheets skills: comfortable with data organization, tracking, and building clear reports.
Analytical thinker who's willing to develop familiarity with the technical products and solutions we sell.
Experience with CRMs, PSA tools, or other operational/documentation systems is a plus.

Benefits

Comp & perks

Remote work environment
Competitive pay
Healthcare packages contributed to by Personified
Optional 401K matched by Personified
Cell phone stipend
Annual learning & development stipend

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

process documentationtime tracking validationdata organizationreportinghardware quotessoftware quotespurchase ordersclient software license renewalsorder discrepancies resolutionconfiguration maintenance

Soft Skills

highly organizeddetail-orientedreliableclear communicatorcuriousprocess improvementoperational efficiencyanalytical thinkerability to manage multiple workstreamsadaptability