Agreement & Billing Specialist

Overview

This role involves turning signed customer contracts into accurate, well-maintained agreements and billing configurations in ConnectWise Manage. You will help ensure services are set up and billed in line with contract terms by partnering with Sales, Project Management, Service Delivery, and Finance. You will also support onboarding, manage agreement changes and renewals, and resolve billing questions—ensuring any scope changes requiring approval are handled through signed change orders before work proceeds.

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 (where applicable), including Pax8 and Microsoft CSP.
• 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.
• Ability to interpret contracts and translate contract 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.

Preferred Qualifications

• 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.

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.