[Hiring] Order & Renewals Specialist @Pine Services Group

Role Description

The Order & Renewals Specialist sits at the intersection of Accounting and Sales, owning the Microsoft and Microsoft-ecosystem (ISV/third-party application) line of business from end to end. This role manages the full lifecycle of Microsoft product transactions — from onboarding new clients in Pax8 and securing account access, through pricing, sales order creation in Sage Intacct, delivery and payment follow-up, to renewals — while maintaining accurate tracking and serving as the primary point of coordination between the Accounting, Sales, and Service teams on all Microsoft-related order and billing activity.

Key Responsibilities

• Client Onboarding & Account Access:
  • Add new clients in Pax8 for Microsoft licensing and related ISV products.
  • Send the granular permission link to the client to request access to their Microsoft tenant/account.
  • Follow up with clients on outstanding granular permission requests until access is granted and confirmed.
• Pricing & Order Creation:
  • Obtain and validate pricing from Pax8/Microsoft and third-party ISV vendors for both new orders and renewals.
  • Create sales orders in Sage Intacct that accurately reflect quoted pricing, quantities, and terms.
  • Deliver completed sales orders to the customer and the assigned sales rep for review and confirmation.
  • Set up recurring transactions in Sage Intacct for monthly Microsoft/ISV subscriptions, and edit existing recurring transactions as pricing, quantities, or subscription terms change.
• Renewals Management:
  • Own the full renewal cycle from beginning to end, including identifying upcoming renewal dates, obtaining updated pricing, confirming quantities with the client/sales rep, and processing the renewal order in Intacct and Pax8.
  • Proactively track renewal dates and initiate outreach in a timely manner to prevent service disruption or unplanned auto-renewal charges.
• Billing & Collections Support:
  • Follow up with clients on invoice and payment status for Microsoft and ISV orders.
  • Maintain awareness of aging or at-risk accounts, escalating to the Accounting team as needed.
• Tracking, Reporting & Collaboration:
  • Maintain an accurate, up-to-date tracking system of all Microsoft/ISV clients, orders, renewal dates, and account status.
  • Communicate regularly with the Accounting team on invoicing, payment, and reconciliation issues.
  • Collaborate closely with the Sales team on order status, pricing questions, and renewal timing.
  • Coordinate with the Service team to resolve provisioning, access, or licensing issues tied to client accounts.
  • Provide status updates to leadership on order and renewal status, and outstanding issues as requested.

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or related field, or equivalent practical experience.
• 1+ years of experience in accounting, order management, sales support, or a similar operational role.
• Hands-on experience with Sage Intacct (Order Entry module) strongly preferred; experience with Pax8 or another Microsoft CSP/distribution platform a plus.
• Familiarity with Microsoft licensing programs (e.g., Microsoft 365, Azure, CSP) and the GDAP/granular permissions process is a plus.
• Strong attention to detail and comfort managing high volumes of transactional data accurately.
• Excellent written and verbal communication skills, with the ability to work confidently with clients, sales reps, and internal teams.
• Strong organizational skills and the ability to independently manage and prioritize a tracking system across many concurrent accounts.
• Proficiency with Microsoft Excel or similar tools for tracking and reporting.

Key Attributes for Success

• Ownership mindset — comfortable being the single point of accountability for a process from start to finish.
• Proactive follow-up — doesn’t wait to be chased on pending permissions, renewals, or payments.
• Cross-functional communicator — equally comfortable speaking with clients, sales reps, and accounting staff.
• Process-oriented — keeps the tracking system current and treats it as the source of truth.

Company Description

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.