Managed Services Operations Assistant (US)

D & V Philippines Outsourcing

4.7 out of 5 stars

Makati

Job details

Job type

Full-time

Shift and schedule

Flextime

Location

Makati

Full job description

Work Setup & Schedule:

5:00pm to 2:00am – Mondays to Fridays; or 8:00pm to 5:00am – Mondays to Fridays
3 months onsite during probationary period

What you’ll be doing:

Track and manage sales opportunities through the full sales-to-billing lifecycle, ensuring accurate conversion to billable products and services.
Validate that approved opportunities are correctly translated into agreements, products, pricing, and billing schedules within ConnectWise PSA.
Partner with Business Directors and Delivery teams to confirm scope, financial structure, and readiness for invoicing.
Prepare and issue monthly recurring agreement invoices to customers, ensuring accuracy, timeliness, and compliance with contractual terms.
Generate and issue project-based invoices upon completion of work, validating milestones, labor, and applicable charges.
Perform detailed billing quality assurance (Q&A), including rate verification, agreement review, and invoice pre-checks prior to submission.
Collaborate with Accounting and Finance to resolve billing disputes, variances, or discrepancies and continuously improve invoicing processes.
Coordinate all administrative and financial onboarding activities for subcontractors, including documentation, system setup, and compliance validation.
Process subcontractor accounts payable (A/P), verifying approved rates, purchase order alignment, and contractual terms.
Partner with Accounting to ensure timely, accurate subcontractor payment and resolution of billing or rate discrepancies.
Review approved customer credits and prepare credit memos with appropriate supporting documentation.
Submit approved credit memos for processing in accordance with accounting policies and internal controls.
Maintain audit-ready documentation to support credits, adjustments, and billing corrections.
Assist with synchronization processes between platforms (e.g., PSA, CRM, and financial systems) to ensure accurate billing and product data.
Ensure consistent use of product codes, pricing, agreements, and billing rules across systems.
Maintain a high standard of data hygiene to support accurate invoicing, reporting, and financial analysis.
Maintain well-organized, accurate records of invoices, agreements, credit memos, and supporting financial documentation.
Clean up and standardize client filing structures to support billing, audit, and reporting needs.
Establish consistent taxonomy and governance across SharePoint, OneDrive, and Microsoft Teams.
Collaborate closely with Accounting, A/P, Finance, Sales, Delivery, and Managed Services leadership to support billing and revenue operations.
Identify recurring billing issues and assist with process improvements to reduce rework and improve accuracy.
Document procedures, create templates and checklists, and support operational best practices.
Support adoption of automation and AI-enabled workflows for invoicing, document preparation, billing validation, and reporting.
Pilot and support the use of Microsoft Copilot and other approved tools to improve billing efficiency, consistency, and audit readiness.

Required Qualifications:

8-10 years relevant work experience
Strong accounting, billing, or finance operations experience, particularly in environments with recurring billing or service-based revenue.
Advanced proficiency in Microsoft Excel (e.g., pivot tables, lookups, reconciliations, basic financial modeling, data cleansing).
Ability to quickly learn and navigate administrative and financial systems, including PSA platforms (ConnectWise PSA) with exposure to billing, agreements, and products I Microsoft 365 (Excel, SharePoint, OneDrive, Teams)
Demonstrated attention to detail and commitment to financial accuracy, documentation integrity, and internal controls.
Strong organizational skills with the ability to manage multiple finance-driven deadlines independently.
Excellent written and verbal communication skills, with confidence working cross-functionally with Accounting, Finance, and Operations teams.
High degree of integrity when handling confidential financial and client data.

Preferred Qualifications:

Hands-on experience with ConnectWise PSA billing, invoicing, agreements, products, and reporting.
Prior experience in a technology services, managed services, or consulting environment with complex billing structures.
Familiarity with CRM and PSA financial best practices, including pipeline forecasting and revenue-related data hygiene.
Experience supporting process automation or AI-enabled finance operations (e.g., Power Automate, Copilot).
Background in organizing and governing contractual, financial, and audit-related documentation in SharePoint.

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your
career because we invest in your training and development. You’ll
be a key player in our mission to deliver high-quality, cost-effective
finance and accounting services for CFOs and professional
services firms in Australia, Asia-Pacific, Europe, the United States,
and the United Kingdom.

You’ll also get to enjoy these perks on top of the essential
employee benefits:

Competitive salary with non-taxable allowances
Health and wellness benefits
Vacation and sick leave credits
Yearly company and employee performance bonuses
Free meal during office days
Parent-friendly office
Training and certifications
CPD Training Assistance and PRC license renewal reimbursement
Year-round employee engagement activities

Our team is currently reviewing applications, and we will be in touch with you if we feel that your experience aligns with the needs of the role. Please be patient, as this process can take a little time.

Thank you again for your interest in joining our team. We wish you the best of luck!

Benefits: