Operations Analyst

Job Description

REQUIREMENTS

• Highly organized, detail-oriented, and reliable.
• Able to manage multiple workstreams and shifting priorities without dropping the ball.
• Clear, professional communicator.
• Curious about how things work, with a genuine interest in process improvement and operational efficiency.
• Strong Google Sheets skills: comfortable with data organization, tracking, and building clear reports.
• Analytical thinker who’s willing to develop familiarity with the technical products and solutions we sell.
• Experience with CRMs, PSA tools, or other operational/documentation systems is a plus.

RESPONSIBILITIES

Client Operations

• Manage the full client renewal lifecycle: track key dates, coordinate outreach, draft renewal SOWs, and drive documents through to client signature.
• Maintain structured notes, follow-up reminders, and process documentation to keep client-facing teams aligned and prepared.
• Support time tracking validation and reporting to ensure accuracy for client billing and internal analysis.
• Maintain Google Sheets to support forecasting, renewals, monthly invoicing, and operational insights.
• Identify and document process improvements within Client Operations, making workflows more repeatable and scalable.

Hardware & Software Resale

• Generate accurate hardware and software quotes using distributor portals (Ingram Micro, Pax8, and D&H) and vendor partner programs.
• Process purchase orders and coordinate with vendors to ensure timely delivery; proactively update clients and internal stakeholders on order status.
• Manage client software license renewals across platforms including Google, Microsoft, and Meraki.
• Maintain detailed records of quotes, orders, and vendor agreements in Halo PSA and Google Drive.
• Resolve order discrepancies and procurement inquiries efficiently and professionally.
• Keep the team equipped with up-to-date product documentation, including vendor details, SKUs, key specs, manufacturer promotions, and end-of-life notices.

Systems Administration & Support

• Support ongoing configuration, maintenance, and day-to-day upkeep of Halo PSA.
• Help with data review and data pulls from existing tools and support transfer to Halo PSA, ensuring information is accurate, consistent, and readily available to support reporting and decision-making.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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