Agreement & Billing Specialist

Prime System Solutions

9d

About The Position

The Agreement & Billing Specialist turns signed customer contracts into accurate, well-maintained agreements in ConnectWise Manage, ensuring services are configured and billed according to contract terms. The role works closely with Sales, Project Management, Service Delivery, and Finance to support customer onboarding, agreement changes and renewals, and billing questions. It also helps identify scope changes requiring a signed change order before work proceeds.

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.
• 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 confidence raising questions when work or services fall outside the signed contract.

Nice To Haves

• 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.

Responsibilities

• Review customer contracts, MSAs, SOWs, amendments, and renewals.
• Set up and maintain agreements, service additions, billing cycles, and renewal settings in ConnectWise Manage.
• Verify that agreement configuration, engineer time, services delivered, and invoices align with contract terms.
• Support onboarding teams in confirming 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 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.
• Identify scope changes that require a signed change order before work proceeds.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed