Revenue Operations Specialist

Job Summary

Working remotely, the full-time Revenue Operations Specialist will manage billing processes, maintain service agreements, and ensure accurate reporting within the ConnectWise platform to support customer success and revenue integrity.

Key responsibilities

• Oversee the day-to-day billing cycle in ConnectWise, ensuring timely invoice creation and compliance with procedures
• Configure and maintain client service agreements, aligning them with business goals and monitoring performance
• Collaborate with Customer Account teams to ensure accurate reporting and resolve discrepancies in project billing and agreements

Required qualifications

• Associate or bachelor's degree preferred, with 2+ years in an administrative/operations role and 4+ years of experience with ConnectWise Manage/PSA billing processes
• Proficiency in workplace software applications, including MS Office and PowerBI
• Strong understanding of MSP billing models and experience with agreement setup in ConnectWise
• Demonstrated ability to work independently and manage high volumes of requests effectively
• Exceptional critical thinking and problem analysis skills, particularly in evaluating agreement profitability