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.

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 elevate 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 all 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 as per established timelines.
• Validate licensing requirements, SKUs, quantities, and associated information prior to renewal processing.
• Process approved renewals and ensure corresponding records are accurately updated.
• Proactively identify renewal-related issues and elevate exceptions with full 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 as per requirements.
• Perform data validation and identify inconsistencies that could impact coverage or reporting.
• Manage many operational tasks and recurring deadlines while keeping high levels of accuracy.

Process & Operational Improvement

• Follow established SOPs, runbooks, service levels, checklists and operational controls.
• Document issues, actions taken and outcomes regularly and accurately.
• Identify recurring operational issues and actively communicate concerns.
• Escalate exceptions when established processes fail to meet expectations.
• Contribute to SOP improvement, runbooks, validation rules and workflow.
• Identify routine or rules-based activities that may benefit from being automated.

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 escalating 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.