Microsoft Operations Specialist

SUMMARY

We are seeking a detail-oriented Microsoft Operations Specialist with hands-on experience supporting Microsoft Cloud Solution Provider (CSP) operations, Microsoft licensing, quoting, subscription provisioning, and renewals.

The ideal candidate has approximately 2–3 years of direct Microsoft CSP experience and a strong understanding of the end-to-end Microsoft licensing lifecycle. Hands-on experience with ConnectWise Manage is a key requirement, including the ability to navigate customer records and support quoting and operational workflows.

This role supports a high-volume Microsoft CSP environment and requires strong attention to detail, organizational skills, Excel proficiency, and the ability to manage recurring deadlines and operational tasks accurately.

JOB RESPONSIBILITIES

Microsoft CSP & Licensing Operations

·         Support day-to-day Microsoft CSP operations and licensing workflows.

·         Prepare Microsoft CSP quotes based on validated customer and licensing requirements.

·         Validate Microsoft products, SKUs, quantities, licensing terms, billing models, and pricing information before processing.

·         Support subscription provisioning, licensing changes, renewals, and other CSP lifecycle activities.

·         Process Microsoft licensing requirements across different Microsoft products and subscription types.

·         Identify non-standard licensing or subscription requests and escalate them for appropriate review.

·         Verify provisioned products and subscriptions against approved quotes and order information.

·         Maintain accurate subscription, agreement, licensing, and customer records.

ConnectWise Manage & Operational Systems

·         Use ConnectWise Manage to review and maintain customer information and support quoting and operational activities.

·         Maintain accurate customer, agreement, configuration, and operational records.

·         Ensure licensing and customer information is complete, accurate, and current across relevant systems.

·         Identify data-quality issues that could impact licensing, billing, quoting, renewals, or reporting.

·         Coordinate with appropriate internal teams to resolve operational discrepancies.

Renewal Operations

·         Support recurring Microsoft CSP renewal activities and deadlines.

·         Track upcoming renewals and licensing changes.

·         Prepare renewal information and quotes according to established timelines.

·         Validate licensing requirements, SKUs, quantities, and related information prior to renewal processing.

·         Process approved renewals and ensure corresponding records are accurately updated.

·         Proactively identify renewal-related issues and escalate exceptions with complete supporting information.

Reporting & Data Management

·         Use Microsoft Excel to track, organize, validate, and report customer and licensing information.

·         Maintain accurate operational data across a high-volume customer environment.

·         Produce recurring operational reports and required dashboard inputs.

·         Perform data validation and identify inconsistencies that could affect CSP operations or reporting.

·         Manage multiple work items and recurring deadlines while maintaining high levels of accuracy.

Process & Operational Improvement

·         Follow established SOPs, runbooks, service levels, checklists, and operational controls.

·         Document issues, actions taken, and outcomes clearly and accurately.

·         Identify recurring operational issues and proactively communicate concerns.

·         Escalate exceptions when established processes do not appropriately address a situation.

·         Support improvements to SOPs, runbooks, validation rules, and operational workflows.

Requirements

QUALIFICATIONS

·         Approximately 3 years of direct Microsoft CSP experience.

·         Hands-on experience supporting Microsoft CSP operations.

·         Hands-on experience with ConnectWise Manage, including navigating customer information and supporting quoting activities.

·         Strong understanding of Microsoft licensing and CSP workflows.

·         Experience with Microsoft licensing processes across one or more Microsoft product families.

·         Understanding of SKU validation, quoting, subscription provisioning, licensing changes, and renewals.

·         Solid Microsoft Excel proficiency, including:

• Sorting and filtering
  
• Basic formulas
  
• Lookups
  
• Data organization and validation
  

·         Strong attention to detail and commitment to data accuracy.

·         Ability to work within documented processes, SOPs, controls, and service-level requirements.

·         Ability to manage multiple operational activities and recurring deadlines.

·         Strong organizational and time-management skills.

·         Strong written and verbal English communication skills.

·         Ability to clearly document issues, actions taken, and current status.

·         Proactive problem-solving skills with the ability to independently identify and escalate operational issues.

PREFFERED QUALIFICATIONS

·         Experience with Microsoft Partner Center.

·         Experience with Microsoft CSP distributor portals, such as Ingram Xvantage or ArrowSphere.

·         Experience handling Microsoft licensing renewals, SKU validation, quoting, and provisioning.

·         Advanced Excel experience, including PivotTables, data cleansing, and high-volume data validation.

·         Experience with Power Query, Power Automate, Power BI, or similar automation/reporting technologies.

·         Microsoft FinOps or cloud financial operations exposure.

·         Experience supporting recurring operations governed by defined controls and SLAs.

·         Experience working independently with geographically distributed teams.

·         Microsoft fundamentals certifications such as MS-900 or AZ-900 are advantageous but not mandatory.

JOB REQUIREMENTS

·         Should be willing to accept a long-term work-from-home arrangement.

·         Should be amenable to a permanent night shift schedule.