ConnectWise Revenue Operations Specialist

Why clients love us: 

We are laser focused on delivering quality and excellence to our clients for their technology modernization needs, business and technology strategy, and cloud transformation initiatives. We are a nationally recognized Microsoft Partner of the Year and the largest, leading IT service provider headquartered in San Diego. As a Top 1% Microsoft Cloud Solution Provider, with engineers that individually hold over 38 Microsoft certifications, our clients trust us because we are the experts!  

The value you'll bring: 

Our ConnectWise Revenue Operations Specialist plays a pivotal role in managing and optimizing both the billing lifecycle and service agreement processes within the ConnectWise platform for our managed service provider (MSP) clients. You will ensure accurate, timely invoicing and the seamless configuration and maintenance of client agreements, aligning operational execution with financial performance and client satisfaction. Your expertise will contribute directly to revenue integrity, workflow efficiency, and strategic profitability across the organization.

What you’ll be doing:

Billing Operations:

• Oversee the full billing cycle in ConnectWise, including invoice creation, processing, and distribution ensuring timeliness, and compliance.
• Ensure billing accuracy through reconciliation, discrepancy resolution, and client record maintenance.
• Identify and resolve billing discrepancies, agreement misconfigurations, or workflow inefficiencies.

Agreement Management:

• Create, configure, and maintain client service agreements, ensuring alignment with business goals and client deliverables.
• Implement SLA settings, billing parameters, and work type mappings for accurate service alignment.
• Leverage ConnectWise tools and reporting to monitor agreement performance, renewals, and profitability.

Collaboration & Optimization:

• Coordinate with service delivery and sales teams to ensure billing and agreements reflect actual services and proposals.
• Collaborate with internal teams to streamline revenue-related processes.
• Stay up to date with ConnectWise updates and leverage new features to improve billing and agreement workflows.
• Review PowerBI reporting data with Customer Success team to ensure accuracy of data presented to customers for QBR meetings and weekly meetings. 

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.

What makes you a fit:

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.
• 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
• 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
• Tech Savvy: Comfortable with digital tools and can quickly adapt to new software or systems as needed.

Physical Demands:

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 10 pound objects and occasionally lift and maneuver 50 pound objects; 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. 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. Must be able to talk, listen and speak clearly on telephone. 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.

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Work Location/Remote Status: This position may be eligible for remote work, within a state where Managed Solution has payroll operations. In such cases, 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. 

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 https://www.uscis.gov/e-verify.

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 up to 10 days in year 1; 15 days in year 2; and 20 days in years 3+ 
• 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 – Managed Solution pays 80% of the employee cost on the base plan + 15% of dependent costs on the base plan (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.

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 diversity and 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 Diversity, Inclusion & Belonging. Individuals seeking employment at Managed Solution are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity or sexual orientation. At Managed Solution we are dedicated to building a diverse, inclusive, and authentic workplace, so 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 anyways. You may be just the right candidate for this or other roles. 

Application Information and Hiring Timeline: 

Due to the ever-changing hiring needs of our Company, Managed Solution accepts applications for this role on an ongoing basis. If you have applied previously but have not been selected, please feel free to apply as often as monthly if you remain qualified, eligible, and interested in the position as outlined herein. Use the “apply” button to submit your application*.

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