We’re looking for a detail-oriented Agreement & Billing Specialist to turn signed customer contracts into accurate, well-maintained agreements in ConnectWise Manage.
In this role, you’ll help ensure services are set up and billed in line with contract terms. You’ll work closely with Sales, Project Management, Service Delivery, and Finance to support customer onboarding, manage agreement changes and renewals, and resolve billing questions. You’ll also help identify scope changes that need a signed change order before work proceeds.
What you’ll do- Review customer contracts, MSAs, SOWs, amendments, and renewals.
- Set up and maintain agreements, service additions, billing cycles, and renewal settings in ConnectWise Manage.
- Check that agreement configuration, engineer time, services delivered, and invoices align with contract terms.
- Support onboarding teams in confirming that project work is within the signed scope.
- Track renewals, expirations, pricing changes, cancellations, and mid-term service changes.
- Audit agreements and investigate billing discrepancies, missed charges, or services that are no longer being delivered.
- Reconcile agreement additions against vendor subscriptions, such as Pax8 or Microsoft CSP, where applicable.
- Support Finance with month-end reviews, audit requests, billing disputes, and related NetSuite records.
- Maintain agreement documentation, reporting, and setup standards.
Requirements
- At least three years of experience in contract administration, billing operations, or finance operations—ideally in an MSP or technology services environment.
- Hands-on experience with ConnectWise Manage agreements, additions, billing cycles, and invoicing.
- The ability to interpret contracts and translate their terms into accurate system configuration.
- Knowledge of MSP billing models, including recurring, fixed-fee, project, and time-and-materials billing.
- Strong Excel skills and excellent attention to detail.
- Clear communication skills and the confidence to raise questions when work or services fall outside the signed contract.
- NetSuite experience.
- Experience with Pax8, Microsoft CSP, or other vendor billing reconciliation.
- Familiarity with ConnectWise reporting, ticketing, and time-entry workflows.
- Knowledge of revenue recognition, contract-to-cash processes, audits, or internal controls.
Skills Required
- At least three years of experience in contract administration, billing operations, or finance operations
- Hands-on experience with ConnectWise Manage agreements, additions, billing cycles, and invoicing
- Ability to interpret contracts and translate terms into accurate system configuration
- Knowledge of MSP billing models, including recurring, fixed-fee, project, and time-and-materials billing
- Strong Excel skills
- Excellent attention to detail
- Clear communication skills and confidence raising questions about work or services outside the signed contract
- Experience in an MSP or technology services environment
- NetSuite experience
- Experience with Pax8, Microsoft CSP, or other vendor billing reconciliation
- Familiarity with ConnectWise reporting, ticketing, and time-entry workflows
- Knowledge of revenue recognition, contract-to-cash processes, audits, or internal controls
What We Do
Technology, when paired with the right people, unlocks remarkable growth. That’s the belief behind every solution delivered by Prime System Solution. We bring together the top 1% of global talent to help businesses build smarter systems, reduce operational friction, and stay ahead in today’s competitive landscape. With delivery hubs in Pakistan, the Philippines, and the UAE, and clients across North America, Europe, and the MENA region, the reach is global and the focus is personal. Rooted in a culture of collaboration, innovation, and inclusivity, every team is built to perform because success isn’t just about tools and tech, it’s about the people who power it. Our Core Services: Managed Services Talent Providing on-demand IT and Finance professionals to help organizations scale quickly, reduce hiring costs, and stay competitive. From Cybersecurity specialists, Cloud architects, and Data Scientists to Accountants, Financial Analysts, and Payroll experts. IT Consulting: Guiding businesses through digital transformation with expertise in Cloud, Cybersecurity, Artificial Intelligence, Data Science, and IT Infrastructure to achieve operational excellence. Financial Consulting: Enabling CFOs, startups, and enterprises to make smarter decisions with consulting in Accounting, FP&A, Risk Management, and Business Advisory for sustainable growth. We provide you with the resources so that you can unlock borderless growth.
