Operations Coordinator

Custom Computer SpecialistsHauppauge, NY
Onsite

About The Position

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.

Requirements

  • 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

Nice To Haves

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

Responsibilities

  • 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
  • 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
  • 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
  • Processes and reviews fulfillments across billing platforms and ensures all contracts are entered and ready for billing
  • Confirms all revenue for the month has been reconciled and billed
  • 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
  • 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

Benefits

  • Competitive salaries
  • Medical and dental plans
  • Company paid vision and short and long term disability plans
  • Flexible spending programs including Healthcare, Dependent Care, Transit and Parking
  • 401K with employer match
  • Tuition reimbursement
  • Onsite fitness center (or gym membership reimbursement for client or satellite based employees)
  • Company paid life Insurance
  • Paid holidays and vacation
  • Technical certification gift card rewards program
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