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    Job · 10788918

    Eide Bailly Shared Services logo

    ConnectWise PSA Operations Administrator

    Eide Bailly Shared Services · Remote · remote · Posted 72d ago

    Undisclosed2–7 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Shift Timing: 12:30 PM 9:30 PM IST


    We are looking for a reliable, detail-oriented ConnectWise PSA Operations Administrator to support day-to-day operational work in our ConnectWise environment, including Manage and Sell/CPQ. This role is responsible for keeping core workflows moving accurately and on time, including sales order processing, ticket dispatch, product and billing updates, and general system administration.

    This is an execution-focused role best suited for someone who is organized, responsive, and comfortable handling recurring operational tasks in a high-volume MSP or IT services environment.


    Key Responsibilities

    • Convert sales orders into service tickets, projects, or agreements accurately and promptly.
    • Maintain product catalog records, pricing, tool additions, and related configurations to support accurate billing and invoicing.
    • Review and manage ticket dispatch, routing, queue monitoring, and other workflow activities to ensure timely assignment and follow-through.
    • Support ConnectWise Sell (CPQ) processes, including quotes, proposals, sales orders, and synchronization between Sell and Manage.
    • Assist with service agreement setup and maintenance to support recurring billing accuracy.
    • Support Ingram Micro and Microsoft CSP workflows, including ordering, subscription syncing, quote imports, and reconciliation.
    • Perform invoicing support and billing checks to validate completeness, accuracy, and proper revenue capture.
    • Generate routine operational reports, monitor process health, and flag issues that require escalation.
    • Provide general ConnectWise administrative support, including documentation, user support, and process consistency.
    • Support ConnectWise Automate-related tasks when applicable, including basic monitoring, scripting support, or integration-related activities.

    Required Qualifications

    • 2+ years of hands-on experience with ConnectWise Manage (PSA), especially in operational or administrative workflows.
    • Experience processing sales orders, managing tickets, maintaining product data, and supporting billing or invoicing workflows.
    • Working knowledge of ConnectWise Sell (CPQ).
    • Experience supporting Ingram Micro and Microsoft CSP processes.
    • Strong attention to detail and ability to handle repetitive, process-driven work with consistency and accuracy.
    • Strong organizational and time-management skills with the ability to manage daily and weekly responsibilities independently.
    • Good written and verbal English communication skills.

    Preferred Qualifications

    • Experience working in an MSP or IT services environment.
    • Exposure to ConnectWise Automate or other RMM platforms.
    • Experience with high-volume service delivery or back-office operations support.
    • Ability to identify data issues, process gaps, or billing discrepancies and escalate appropriately.

    Sourced from naukri

    Skills

    ConnectWise ManageConnectWise PSAConnectWise SellTicket DispatchBilling & Invoicingworkflow automationsales order processingIT Service Deliveryservice agreementMSPCSPIngram MicroMSP operationsCpqConnectWise Automate

    About Eide Bailly Shared Services

    Eide Bailly Shared Services logo

    Eide Bailly Shared Services

    None

    headquarters

    ₹15.7L PA avg

    Avg at Eide Bailly Shared Services

    About

    Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. In 2019, we extended our operations to Mumbai, India, and desire to
    expand our shared services segment there. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

    Employee ratings

    8 reviews

    4.9/ 5

    Culture

    4.7

    Career growth

    3.8

    Work-life

    4.8

    Employees rate it well for

    Work-Life Balance49Overall Company49

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