What are the responsibilities and job description for the Services Operations Specialist position at Advizex?
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
About the Organization
For 50 years, Advizex has helped businesses navigate the changing landscape of information technology (IT) to find the right solutions to achieve their business objectives. To create true business value our innovative solutions are designed to meet customers individual business needs. Our people bring deep technical expertise and real-world experience to develop lasting business relationships. Through our deep heritage built from Applications to Infrastructure are essential elements of our approach driving adoption of new innovative solutions. Today, it is the further integration of Applications and Infrastructure that unleashes the power of Software Designed IT Modernization and Cloud Computing with Security requirements as the under pinning of these focused solutions.
Description
Overview
The Services Operations Specialist is responsible for project setup and management of invoicing, reporting, and month / quarter / year end close activities as it relates to Professional and Managed Services delivery.
Additionally, the Services Operations Specialist will address inquiries, requests, and / or corrections from internal customers. The Services Operations Specialist is to maintain quality data standards, timely response standards, accurate reporting and analysis, and drive to customer satisfaction.
Duties
- Understand Professional Services and Managed Services contracts and supporting artifacts:
- Services Statements of Work
- Professional Services Level of Effort (LOE)
- Managed Services Pricing Calculator
- Accurately set up projects to ensure correct billing rules and timely invoicing.
- Update system record for Professional Services Project Change Requests (PCRs).
- Update system record for Managed Services amendments.
- Execute invoicing cycles:
- Contract dates / milestones
- Subscriptions
- Time and materials
- Execute month / quarter / year end close activities.
- Facilitate routine meetings with Customer Success Managers and Consulting Managers to review upcoming and inflight projects as it relates to revenue recognition and forecasting.
- Maintain subcontractor records.
- Data entry and analysis to produce Forecasting deliverable(s).
- Data entry and analysis to produce Invoicing deliverable(s).
- Data entry and analysis to produce Revenue management deliverable(s).
- Data entry and analysis to support Financials by month.
- Manage inquiries and requests received to Advizex Services and Managed Services shared mailboxes.
- New initiatives as assigned.
Position Requirements
Qualifications
- Excellent communication skills.
- Excellent written skills.
- Detail-oriented.
- Creative problem-solving abilities.
- Manage multiple deliverables.
- Proficient in Microsoft Office Suite software.
- Learns new skills and software quickly.
Systems / Tools
- Microsoft Office Suite.
- OpenAir.
- NetSuite.
- Salesforce.
- ServiceNow.
Location
Independence
Req Number
OPE-25-00001
This position is currently accepting applications.
