Customer Service Representative (CSR)
viLogics
Job Description
Job Description
Customer Service Representative (CSR) – Accounting Department Location: viLogics HQ – Ebensburg,PA (Operations Center) – In-Office Only Position Summary:
viLogics is seeking a Customer Service Representative (CSR) for the Accounting Department with a Managed Service Provider (MSP) background to assist clients with invoicing, contract reviews, and billing support . This is strictly in-office position requires daily face-to-face collaboration to ensure seamless financial operations and exceptional client service.
The ideal candidate will have experience in MSP billing processes, client account management, contract reviews, and dispute resolution . Candidates with Kaseya's knowledge and familiarity with PSA (Professional Services Automation) tools such as ConnectWise or Autotask are strongly preferred.
Primary Responsibilities:
- Client Billing Support & Invoicing:
- Generate, review, and process customer invoices accurately and in a timely manner.
- Investigate and resolve billing discrepancies while maintaining a high level of customer satisfaction.
- Work closely with clients to explain invoice details, ensure transparency, and resolve any disputes.
- Assist with accounts receivable (AR) follow-ups and collections as needed.
- Contract Management & Review:
- Review customer contracts, agreements, and SLAs (Service Level Agreements) to ensure accurate billing.
- Identify and resolve discrepancies between contracted services and actual billing .
- Assist in contract modifications and renewals in collaboration with the sales and finance teams.
- Client Account Management & Support:
- Act as the primary point of contact for customers regarding billing-related inquiries.
- Provide exceptional customer service , ensuring timely responses to client questions and concerns.
- Maintain detailed records of client interactions, contract terms, and invoice adjustments .
- Internal Collaboration & Reporting:
- Work closely with the finance, sales, and service teams to ensure alignment between services delivered and billed.
- Utilize PSA tools (preferably Kaseya BMS, ConnectWise, or Autotask) to track customer accounts, contracts, and billing activity.
- Assist in preparing financial reports, audits, and reconciliation tasks related to billing.
Required Qualifications: Education:
- Associate’s or Bachelor’s degree in Accounting, Business Administration, Finance, or a related field .
Experience:
- 3+ years of experience in a billing, invoicing, or contract management role within an MSP or IT service provider environment .
- Strong knowledge of MSP financial operations , including recurring revenue models, contract-based billing, and service agreements.
- Experience with PSA tools such as Kaseya BMS, ConnectWise Manage, or Autotask is preferred.
- Familiarity with QuickBooks, NetSuite, or other accounting software is a plus.
Skills & Abilities:
- Detail-oriented with strong analytical skills and the ability to identify and resolve discrepancies.
- Excellent communication and interpersonal skills to effectively interact with clients and internal teams.
- Problem-solving mindset with the ability to handle billing disputes and client escalations professionally.
- Ability to multi-task and manage multiple client accounts while maintaining accuracy.
- Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial reporting).
- Understanding of IT service contracts, SLAs, and managed services billing structures .
Additional Requirements:
- This is an in-office role—remote or hybrid work is NOT an option.
- Must possess a valid driver’s license with a clean record .
- Must be able to pass a full background check .
- Must be able to pass a drug and alcohol screening .
Working Conditions & Schedule:
- Strictly in-office position based in Ebensburg, PA
- Standard office hours are Monday through Friday, with potential for overtime as needed.
- viLogics operates 24/7/365 , and occasional after-hours support may be required.
If you have MSP experience , a strong client billing and contract management background , and a passion for providing top-tier customer service , we invite you to join our growing team at viLogics!
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