Operations Analyst - Remote

Overview

The Operations Analyst supports three core areas of the business: client operations, resale, and systems administration. This role is ideal for someone who is highly organized and wants broad exposure to how a managed services provider (MSP) operates.

In Short

• Manage the full client renewal lifecycle and ensure alignment among client-facing teams.
• Generate hardware and software quotes and manage purchase orders with vendors.
• Support ongoing configuration and maintenance of Halo PSA.
• Identify and document process improvements within Client Operations.
• Maintain Google Sheets for forecasting and operational insights.
• Communicate professionally with clients and internal stakeholders.
• Handle data organization, tracking, and reporting.
• Support time tracking validation for client billing.
• Resolve order discrepancies efficiently.
• Work in a remote environment with a focus on operational efficiency.

Requirements

• Highly organized and detail-oriented.
• Able to manage multiple workstreams and shifting priorities.
• Clear and professional communicator.
• Interest in process improvement and operational efficiency.
• Strong Google Sheets skills.
• Analytical thinker with interest in technical products.
• Experience with CRMs or PSA tools is a plus.

Benefits

• Remote work environment.
• Competitive pay.
• Healthcare packages contributed by Personified.
• Optional 401K matched by Personified.
• Cell phone stipend.
• Annual learning & development stipend.