Microsoft Operations Specialist

I’m helping Scale Nearshoring find a top candidate to join their team full-time for the role of Microsoft Operations Specialist.

You will optimize operational precision and streamline renewal workflows through system automation.

Compensation:

Hidden

Location:

Remote (for Argentina, Bolivia, Brazil, Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Nicaragua, Panama, Paraguay, Peru, Uruguay, and Venezuela residents)

Mission of Scale Nearshoring:

"To help U.S. businesses scale their IT teams with high-quality nearshore talent from Latin America while reducing costs and improving efficiency."

What makes you a strong candidate:

• You are proficient in Order management, Microsoft Office license management, Microsoft Excel.
• You have the potential to develop in Power Query, NetSuite, Microsoft Power BI, Microsoft Power Automate, ConnectWise PSA.
• English - Fully fluent

Responsibilities and more:

Service Delivery

• Prepare Microsoft CSP vendor quotes from validated requests received through the intake queue, in accordance with the Quoting Policy.
• Validate product types, SKU eligibility, term and billing model, quantity, and pricing inputs to ensure accurately created quotes.
• Build and maintain standardized quoting templates within ConnectWise-Sell (CPQ) to improve accuracy and speed-to-quote.
• Flag non-standard requests, including custom terms, month-to-month structures, mid-term changes, or zero-dollar internal orders, for review rather than improvising a solution.
• Confirm a valid internal purchase order exists before placing any order or provisioning the tenant.
• Create and maintain the corresponding agreement and configuration records in the associated CRM systems.
• Verify provisioned products against the signed quote and the sales order before confirming activation.

Renewal Operations and Reporting

• Maintain a rolling 90-day forward-looking CSP renewal forecast with weekly completion, so Sales, Lifecycle, and Customer Success have consistent visibility into upcoming renewals and changes.
• Generate renewal tickets, environment data, and renewal reporting on the established milestone cadence (approximately 90 / 60 / 45 / 30 / 7 days).
• Produce renewal quotes to meet the 45-day delivery expectation, including multi-SKU and multi-line bundled renewals.
• Process approved renewals, validate the purchase orders, and align the resulting agreement records.

Systems and Billing Operations

• Ensure all required CSP subscription, agreement, and customer data in ConnectWise Manage is accurate, complete, and current.
• Maintain consistent records across ConnectWise Manage, Microsoft Partner Center, the distributor portal, and NetSuite.
• Identify and correct data-hygiene issues that create renewal or reporting errors.
• Produce recurring operational reports and dashboard inputs on the defined schedule.

Process Improvement

• Work consistently from documented SOPs, controls, checklists, and handoff definitions; escalate when a documented process no longer matches reality.
• Maintain and improve SOPs, runbooks, and validation rules.
• Identify repetitive, rules-based tasks that are candidates for automation, and support the build and testing of Power Platform automations or AI agents that reduce manual effort.

Your potential leader:

• Valeria Caro - Analista de Talento Humano