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Save Time and Revenue with Zuora Managed Services

By Lana Lee posted 11-20-2023 10:45


Zuora Managed Services provides an operationalized service to manage your Zuora installation by overseeing day-to-day activity, monitoring Zuora processes, and addressing issues that surface. The team of 20+ members works with other back-end Zuora teams as needed in response to production issues.

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What We Do

About Zuora Managed Services

  • Availability 24/7/365
  • Team of Teams to collaborate with support, product specialists, application support engineers, and subject matter experts to optimize service
  • Collaboration as an extension of your IT/financial team
  • Monitoring, alerting and incident management

An Extension of Your IT Team

About Zuora Managed Services

  • Subscriptions - Continual monitoring of your business processes, with break/fix activity where possible in agreement with your organization
  • Billing - Process mass updates to any business object when the need arises
  • Payments - As defined on onboarding, we process day-to-day activity performing operational functions and freeing up your resources to focus on your business
  • Revenue - Process day to day activity by assisting with accounting period close, mass updates, RevPro integration, and assisting with custom recognition.
  • Platform - Monitoring and management of Workflow, APIs, integrations, and system health.
  • Reporting - Weekly reports on platform metrics, stats on business processes, and trends and observations.

Managed Services Benefits

About Zuora Managed Services

Using Zuora Managed Services allows your organization to scale day-to-day operations with a named team to 

  • Gain Hands-on Execution & Expertise - A fully managed operational service staffed by a named team of Zuora experts assigned that will be an extension of your team.
  • Scale Recurring Maintenance Tasks - Free up resources to focus on your core business objectives while Zuora’s managed services executes on recurring operations.
  • Reduce Errors & Cost for Maintenance - Our Managed Services team will analyze failed transactions and perform re-runs when necessary.

Managed Services vs. Support vs. Global Services

About Zuora Managed Services

Managed Services


Global Services

Hands on Keyboard

No Hands on Keyboard

Hands on Keyboard, until project is Live

Dedicated team who knows your customizations and end-to-end solution

General support with no knowledge of customizations

Only dedicated until project is Live

Proactive Monitoring and Analysis

No monitoring

Design and implementation specialists – monitoring is not a priority

Scope of Services

About Zuora Managed Services

Setup and Troubleshooting

  • Creating, updating/modifying, deleting business objects
  • Recommendations, best practices
  • ITIL-based documentation of solution, architecture, platform

Features Requests/ Incidents

  • Collaborate with Engineering for resolutions
  • Expediting Escalations
  • Features’ behaviors overview and application updates

Reports and Templates

  • Delivering Weekly reports
  • Assist with Object Model questions/clarifications
  • Billing Documents, Invoice Templates assistance
Data Migration
  • Recommendations for migrations
  • Troubleshooting and best practices
Network & Availability
  • Identify Billing, Payment and Revenue Errors, Performance, API Failures & Concurrency
  • Available 24/7
Month End Close
  • Closing your books at Month End
  • Running Trial Balance
  • Creating Journal Runs / Reports


About Zuora Managed Services

  1. Migrated product catalog to 20 sandboxes
  2. Found large bill runs in Draft status with high $$$ of unposted invoices
  3. Assisted with month-end close – teams didn’t have to wake up at midnight to close their books
  4. Found unrecognized revenue that should have been billed months prior
  5. Mass updated 1,000,000+ accounts with incorrect value on custom field

Let Us Manage Your Zuora Installation

We provide a vast scope of services to help your organization be successful in the Subscription Economy. Either contact us directly at or reach out to your account manager for more information.