Operations Associate - Contracts, Leasing, Billing, AR

Aztec
Operations Associate - Contracts Leasing Billing AR
Onsite Middletown CT
8 am 5 pm EST Monday - Friday

About Aztec

Aztec is a leading provider of office technology solutions in the Northeastern United States. We support clients full IT environment across unified communications print and copy scan and document management audio/visual desktop computing and managed IT services. From hardware and software to supplies and technical support our team provides full-service support for office technology. Our local focus allows us to provide superior service to small and midsize organizations while our operational scale and broad reach from Boston to Philadelphia empower us to meet the needs of large enterprise and government accounts. We have 35 years of business under our belt and many of our clients have stayed with us for decades. But we dont rest on our laurels and were already looking ahead to future transformation.

Growth . Technology . Customer

Three words that guide our vision for continuous evolution. We stay ahead of market shifts and technological innovations to offer clients continuous support for their business technology ecosystems. Our growth plans are as ambitious as we are new clients new programs new products and services and we need the best and brightest commercial talent to join us on the journey.

Learn more at or contact us at with questions.

About the Role

As an Associate in our Customer Success department you will play a vital role in ensuring smooth and efficient administrative operations that support our technology solutions clients. This position is responsible for managing the end-to-end processing new deal paperwork service contract setup leasing administration billing and accounts receivable (AR). You will work closely with internal teams and external partners to ensure accuracy timeliness and exceptional customer service. This is a detail-oriented role that requires strong organizational skills a proactive mindset and a commitment to operational excellence.

Key responsibilities include:

• Process equipment orders accurately and in a timely manner coordinating with sales and logistics teams.
• Set up and maintain service contracts in the system ensuring correct terms and billing schedules.
• Administer leasing documentation and coordinate with leasing partners to ensure proper execution and funding.
• Generate and send customer invoices for equipment service and lease-related charges.
• Monitor accounts receivable follow up on outstanding balances and support collections efforts.
• Maintain accurate customer records and documentation in CRM and ERP systems.
• Collaborate with other Customer Success colleagues to resolve customer inquiries and support new client onboarding.
• Identify and escalate process inefficiencies or system issues to improve workflow.
• Complete other Customer Success tasks like responding to inbound client inquiries and processing transactions in our system as required.

90-day success expectations include:

• Complete onboarding and training on Aztecs systems processes and product offerings.
• Demonstrate comfort in processing new sales orders through Salesforce and E-Automate
• Achieve proficiency in creating reviewing and updating contract and lease records in E-Automate
• Demonstrate proficiency in leasing administration and billing workflows.
• Establish effective working relationships with internal teams and external partners.
• Maintain AR aging within acceptable thresholds for assigned accounts.

Job Requirements

• 2 years of administrative or operations experience preferably in a B2B services company
• Strong understanding of order processing billing and AR principles.
• Experience with CRM and ERP systems (e.g. Salesforce eAutomate or similar platforms).
• Excellent attention to detail and organizational skills.
• Strong communication and interpersonal abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite especially Excel and Outlook.
• High school diploma or equivalent required; associate degree or higher preferred.
• Must be able to read write and speak English clearly.
• Ability and willingness to work onsite five days per week at our Middletown CT offices
• Hours are 8 am to 5 pm EST Monday through Friday
• Demonstrated enthusiasm for and expression of our corporate values:
  • Growth Mindset:you never assume the status quo is best; you see what is possible instead of what isnt and develop a plan to make it reality
  • Technologically Fluent:you integrate best practice technological solutions into your work to improve productivity; you always want to learn more about the best technology available and can credibly advise others on technological solutions
  • Customer First:you value relationships as the foundation of business; you aspire to exceed expectations in every client interaction; you constantly look for ways to stand out and add value as a business partner

Benefits

• Total annual compensation of $ depending on experience
• Comprehensive wellness benefits including health dental and vision insurance
• Employer-sponsored 401(k) plan and life insurance
• Employee discount programs
• Paid vacation holiday and sick time

We are an equal opportunity employer and give consideration for employment to qualified applicants without regard to race color religion sex national origin disability or protected veteran status.