Invoicing Specialist

Harbor IT is a leading Managed Service Provider (MSP) specializing in delivering cutting edge Cybersecurity, IT, and Cloud Services to a diverse portfolio of clients. We pride ourselves on our commitment to excellence, innovation, and customer satisfaction. Harbor IT is backed by investment firm Worklyn Partners since 2022 and has built a national platform through acquisition and rapid organic growth. Our mission is to manage our clients’ technology and mitigate their cyber risks, so that they don’t have to.

**Position Overview:**

The Invoicing Specialist is responsible for accurate and timely customer invoicing related to managed service agreements, recurring contracts, and service ticket activity. This role works primarily in **ConnectWise and NetSuite** , ensuring all billable services are properly captured, invoiced, and aligned with customer terms. The ideal candidate is highly detail-oriented, process-driven, and experienced in a high-volume MSP billing environment.

**Key Responsibilities:**

**Agreement & Recurring Billing**

· Generate and process monthly recurring invoices for managed service agreements in ConnectWise

· Ensure billing aligns with contract terms, pricing schedules, and service bundles

· Maintain accurate agreement billing setups, including additions, removals, and renewals

**Service Ticket Invoicing**

· Review service tickets for completeness, accuracy, and billable status

· Invoice time, materials, and project-related services based on approved ticket activity

· Partner with service delivery teams to resolve billing discrepancies or missing documentation

**System & Invoice Management**

· Sync invoicing activity between ConnectWise and NetSuite to ensure proper financial posting

· Maintain clean billing data and ensure invoices are coded correctly to customers and services

· Support invoice delivery workflows and respond to customer billing inquiries

**Sales Order & Project Billing**

· Take point on the transition from Sales to Operations by creating Sales Orders and structural Billing Agreements.

· Execute monthly billing for all active projects, managing the complexities of both Fixed Fee milestones and Time & Materials (T&M) projects.

· Generate and process all sales orders & project invoices daily.

**Credit Memo Processing**

· Credit Requests: Working with CSM & approvers to identify & process credits

· Identify Route Cause: fix any underlying cause, if applicable, in customer agreements

· Credit Memo Reporting: Maintain the credit memo database & produce monthly report

**Process Improvement & Controls**

· Assist in improving invoicing accuracy, cycle times, and standard billing procedures

· Support month-end close activities related to invoicing and deferred revenue

· Ensure compliance with internal controls and documentation standards

**Skills & Competencies**

· High-volume invoicing accuracy

· Strong organizational and communication skills

· Comfortable working cross-functionally with operations and finance

· Proficiency in Excel and billing analytics

**Qualifications:**

Technical Skills

• 2+ years of hands-on invoicing or billing experience, preferably in a service company environment
• Experience working with accounting or billing software Connectwise
• Familiarity with MSP or recurring revenue billing environments preferred
• Basic understanding of accounting principles and revenue recognition
• Account reconciliation experience a plus
• Microsoft Office proficiency — Excel, Word, Teams
• Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience)

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**Additional Skills** :

• Strong attention to detail and numerical accuracy
• Ability to follow and consistently adhere to documented SOPs
• Meets deadlines, especially during month-end close
• Strong verbal and written communication skills
• Customer-first mindset when handling billing inquiries
• Ability to manage multiple tasks simultaneously and prioritize effectively
• Ability to work both independently and collaboratively within a team

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**Benefits:**

· Competitive salary

· Comprehensive health benefits

· Unlimited paid time off

· Opportunities for professional growth and development

· Collaborative and supportive team environment