Operations Coordinator

The Operations Coordinator – Managed Services is the day-to-day execution role supporting the MSP order-to-billing cycle. Reporting to the Operations Manager, MSP, this position performs the transactional work that keeps managed services orders moving — order review, fulfillment tasks, and the capture of revenue and billing data at month-end. The role combines hands-on execution with light coordination across departments, keeping data in NetSuite accurate and feeding order, fulfillment, and billing status up to the Operations Manager.

What You'll Do:

Order Processing & Fulfillment

• Reviews sales orders received from Inside Sales and returns incomplete entries for correction before they move forward
• Performs day-to-day fulfillment tasks and keeps individual orders moving toward completion
• Stays aware of ETA dates on open orders and flags approaching or missed dates to the Operations Manager
• Communicates order and fulfillment status to the Operations Manager, surfacing delays and exceptions as they arise
• Helps organize, track, and maintain purchase orders for costs associated with MSP cloud services, internal tool platforms, and internal tool licensing

Revenue & Billing

• Tracks recurring and non-recurring MSP services revenue throughout the month, making adjustments as they occur
• Confirms that everything fulfilled during the month is captured for billing; generates and reconciles invoices
• Onboards new clients into the billing and invoicing processes and platforms
• Works with Finance and Accounting on month-end billing and revenue reporting

Recurring Operating Cadence

• Weekly: keeps job / project and contract codes current, sets up new contracts for revenue tracking, follows up on outstanding renewals, and tracks revenue billed during the month
• Mid-Month: processes and reviews fulfillments across billing platforms and ensures all contracts are entered and ready for billing
• End of Month: confirms all revenue for the month has been reconciled and billed

Systems & Data (NetSuite)

• Maintains accurate MSP order, fulfillment, billing, and cost data in NetSuite
• Performs data entry, system updates, and inventory transactions supporting the MSP order flow
• Supports the Operations Manager as a NetSuite user for the MSP operation, keeping records clean and current

Coordination & Process Support

• Coordinates with Inside Sales, Finance, and buyers to keep the MSP order flow on track
• Assists Finance with purchase order receipt and payment accuracy of vendor invoices for MSP cloud services, internal tool platforms, and internal tool licensing
• Follows the standardized process flows defined for the MSP operation and helps document them
• Helps organize and maintain accurate records of order status, fulfillment flow, and billing timelines
• Provides ad-hoc reporting to the Operations Manager and assists with monthly revenue forecasting
• Performs other job-related duties as assigned by management

What You Bring: 

• 2+ years in an operations, administrative, or revenue/billing support role, preferably in an MSP, IT services, logistics, or distribution environment
• Proficiency with ERP systems; NetSuite experience strongly preferred
• Familiarity with MSP billing / PSA and revenue tracking platforms a plus
• Strong Excel and quantitative / analytical abilities
• Keen attention to detail and relentless follow-up
• Strong written and verbal communication skills, with the ability to adjust to a range of communication styles across clients and internal teams
• Ability to manage multiple tasks simultaneously while maintaining clear accountability
• Creative problem solving and the ability to devise alternative approaches to current workflows

Preferred

• Bachelor’s degree in business
• Experience supporting operations in a growing or acquiring MSP

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