Operations Analyst

Personified Tech

2d•$55,000 - $75,000•Remote

About The Position

The Operations Analyst supports three core areas of the business: client operations, resale, and systems administration. Day-to-day, that means managing renewal pipelines, generating quotes, processing orders, maintaining Halo PSA, and maintaining the reports and documentation our teams rely on. This role is a great fit for someone who's highly organized, picks up new tools quickly, and wants broad exposure to how an MSP operates.

Requirements

Highly organized, detail-oriented, and reliable.
Able to manage multiple workstreams and shifting priorities without dropping the ball.
Clear, professional communicator.
Curious about how things work, with a genuine interest in process improvement and operational efficiency.
Strong Google Sheets skills: comfortable with data organization, tracking, and building clear reports.
Analytical thinker who's willing to develop familiarity with the technical products and solutions we sell.

Nice To Haves

Experience with CRMs, PSA tools, or other operational/documentation systems is a plus.

Responsibilities

Manage the full client renewal lifecycle: track key dates, coordinate outreach, draft renewal SOWs, and drive documents through to client signature.
Maintain structured notes, follow-up reminders, and process documentation to keep client-facing teams aligned and prepared.
Support time tracking validation and reporting to ensure accuracy for client billing and internal analysis.
Maintain Google Sheets to support forecasting, renewals, monthly invoicing, and operational insights.
Identify and document process improvements within Client Operations, making workflows more repeatable and scalable.
Generate accurate hardware and software quotes using distributor portals (Ingram Micro, Pax8, and D&H) and vendor partner programs.
Process purchase orders and coordinate with vendors to ensure timely delivery; proactively update clients and internal stakeholders on order status.
Manage client software license renewals across platforms including Google, Microsoft, and Meraki.
Maintain detailed records of quotes, orders, and vendor agreements in Halo PSA and Google Drive.
Resolve order discrepancies and procurement inquiries efficiently and professionally.
Keep the team equipped with up-to-date product documentation, including vendor details, SKUs, key specs, manufacturer promotions, and end-of-life notices.
Support ongoing configuration, maintenance, and day-to-day upkeep of Halo PSA.
Help with data review and data pulls from existing tools and support transfer to Halo PSA, ensuring information is accurate, consistent, and readily available to support reporting and decision-making.