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Microsoft Operations Specialist

Job Description - 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.

Identify
repetitive or rules-based activities that may benefit from automation.


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.

 



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