Role Description Central Research is actively seeking an Account Adjustment Specialist to support our Federal Government contract in Hendersonville, TN. The Account Adjustment Specialist will: - Review student loan balances and conduct account adjustments. - Perform reconciliations and process payments. - Ensure the customer’s loan balance is accurate. - Provide tax reporting and monthly billing statements. - Verify program eligibility and support all student loan servicing programs. - Deliver superior quality customer service and meet quality assurance requirements. - Adhere to all state and federal regulations. Qualifications - High School diploma required. - 12 months experience in administrative support in the accounting, banking, lending, or student loan industry. - 12 months computer experience in a business environment. - Understanding of the basic principles of accounting. Requirements - Possess the ability to obtain and maintain a Public Trust security clearance (Federal 5C). - Must NOT be in default on any Federal Student Loans or defaulted loans guaranteed by the federal government. - Must be a US Citizen. - Felonies or misdemeanors within the last 7 years could affect security clearance. - Applicants with non-medical Collections exceeding $7,500 could also affect security clearance. - Qualified applicants must reside within a 75-mile radius of Hendersonville, TN. - Current CRI employees not eligible to apply at this time. Benefits - Account Adjustment Specialists earn $18.50 per hour. - Employees earn $4.93 per hour paid (capped at 40 hours per week) in Health and Welfare. - Health and Welfare covers the full cost of employee-only medical, dental, and vision premiums for a 40-hour week. Training New hires will be trained to understand federal regulations and company policies, including: - Use of customer relationship tools for personalized interaction. - Remote paid training curriculum lasting up to 5-6 weeks. - Training hours: 8am to 5pm (Central Time), Monday through Friday. - Post-training, new hires will be assigned a 40-hour scheduled shift during operational hours. Contact Center hours of operation: - Monday through Friday: 7am – 4pm Central Time - Monday through Friday: 8am – 5pm Central Time Essential Responsibilities & Job Duties - Record transactions and adjustments by posting, monitoring, and verifying data and computerized records. - Audit and review loan balance data, make account adjustments, process reconciliations, and payments. - Conduct a variety of student loan balance reconciliations. - Assist with processing Direct Loan Consolidations. - Adhere to applicable policies and Federal and State regulations. - Provide reporting on multiple program requirements. - Access and gather data from multiple databases. - Process on and off boarding of student loan transfers. - Proper servicing of borrower accounts through internal requests and email requests. - Ensure the highest levels of privacy and security while providing exceptional customer service. - Assist with borrower program concerns, operational requests, account adjustment needs, or compliance concerns. - Obtain production and compliance goals. - Report any compliance issues to leadership. - Participate in continuing education programs to stay abreast of changes in federal and state laws and regulations. - Demonstrate reliability through attendance and promptness. Preferred Requirements (Education and Experience) - Bachelor's degree in accounting, Finance, or Business. - 12 months of experience working on a student loan contract. - 12 months of experience working in a Call Center. - 12 months of experience with Microsoft Office (Outlook, Word, Excel, and OneNote). - Experience reviewing contracts and application documents for completion and accuracy. - 12 months of working in payment processing or performing accounting functions. Minimum Requirements (Knowledge, Skills & Abilities) - Work independently in a remote environment. - Excellent communication skills, both written and verbal. - Outstanding attendance and punctuality. - Detail-oriented and capable of multitasking with excellent time management. - Ability to work effectively both independently and as part of a team. - Proficiency in using customer support software and Microsoft Office Suite. - Strong computer skills (basic troubleshooting, fast and accurate typing, and using web browsers). - Ability to adjust quickly to changing business needs. - Must possess reliable high-speed internet using a hard-wired ethernet connection. - Must possess reliable transportation to a CRI facility throughout the course of employment. - Must pass an online customer service assessment test. Equal Opportunity Employer Equal Opportunity Employer, including veterans and individuals with disabilities. Know Your Rights Poster can be found here . NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. It is intended to describe the general nature and work responsibilities of the position. This job description and the duties of this position are subject to change, modification, and addition as deemed necessary by the Company. We are currently unable to consider applicants residing in California, New York, Oregon, Washington, Illinois, and the city of Philadelphia. Thank you for your understanding.

• Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) • Process upgrades, downgrades, renewals and cancellations • Reconcile billing data with CRM (e.g., Salesforce, Domo) and subscription management systems • Maintain and update customer billing accounts, pricing plans, and contact information • Monitor accounts receivable and follow up on overdue invoices and payment status with customers • Resolve customer billing inquiries, disputes, and discrepancies • Assist in implementing and improving billing systems and automation • Participate in weekly Billing Team meetings to discuss deadlines, billing-related topics, billing questions, etc. • Participate in monthly financial close by working with team to complete billing and AR-related tasks timely, as assigned • Other duties as assigned

• Perform day-to-day billing functions for multiple entities. • This includes managing customer contracts, revenue recognition templates, billing schedules, and preparing and issuing invoices, with a high degree of accuracy. • Follow-up with customers on any questions or discrepancies related to invoicing by working with Client Success or Sales team members to resolve any issues or adjustments. • Manage accounts receivable aging and maintain within company targets by following-up with any customers with past due balances. • Assist in reconciliation of customer related balance sheet accounts at month-end. • Assist the Cash Management team with daily client funding and receipts related to processing services. • Translate and analyze data into reports and provide key billing and revenue reports to management. • Update check registers/reconcile bank accounts and record activity in the accounting system on a daily basis. • Assist other Finance team members in process improvements, risk mitigation, and ad-hoc projects. • Aid in the conversion of newly acquired entities into existing applications and processes. • Support and respond to any audit and tax requests as needed throughout the year. • Coordinate accounting and finance matters (e.g. contract renewals, termed customers, reports, etc.) with other departments and offices. • Support the integration of acquired entities by assisting in the integration of customer contracts integration into the accounting and customer relationship management systems. • Assist with ad-hoc projects as requested.

Role Description We are seeking a detail-oriented and process-driven Billing Coordinator to support the revenue operations of a growing Managed Services Provider (MSP). This role is critical to ensuring billing accuracy, subscription alignment, and contract integrity across managed services, licensing, and project-based work. You will operate at the intersection of PSA systems, vendor platforms, and customer billing, ensuring that all services delivered are accurately captured, reconciled, and invoiced. This is not a basic billing role — it requires someone who understands MSP billing complexity, recurring revenue models, and how operational data translates into revenue. What You’ll Own - Billing & Subscription Reconciliation - Perform monthly reconciliation of: - Managed services (MRR) contracts - Licensing subscriptions (e.g., Microsoft 365, security tools) - User and device counts across accounts - Validate billing accuracy across: - PSA systems - Vendor portals - Customer invoices - Identify discrepancies and ensure alignment across all systems - PSA Contract Management - Build, update, and maintain service contracts within the PSA platform - Ensure accurate configuration of: - Recurring billing rules - Per-user / per-device pricing models - Service bundles and add-ons - Manage ongoing updates, including: - User count changes - Licensing adjustments - Contract modifications - Time Entry & Ticket Billing Review - Review technician time entries for: - Accuracy - Completeness - Proper billable classification - Ensure correct linkage between: - Tickets and contracts - Project work and invoices - Time & materials billing - Collaborate with service teams to resolve discrepancies and missing data - Customer Billing Support - Serve as a point of contact for customer billing inquiries - Respond to questions related to: - Invoices - Subscription changes - Contract adjustments - Process requests such as: - User additions/removals - License updates - Service upgrades or downgrades - Maintain clear, professional communication with clients - Documentation & Reporting - Maintain and improve internal billing documentation and SOPs - Support reporting across: - MRR reconciliation - Subscription tracking - Contract accuracy and changes - Assist in identifying trends and recurring billing issues Qualifications - 3+ years of experience in billing, revenue operations, or finance - Experience working with a Managed Services Provider (MSP) or IT services company - Strong understanding of recurring revenue (MRR) billing models - Hands-on experience with PSA tools such as: - Autotask - ConnectWise - HaloPSA - Kaseya BMS - Experience reviewing technician time entries and ticket-based billing - Strong reconciliation skills and attention to detail - Excellent written English for customer communication Preferred Qualifications - Familiarity with Microsoft 365 licensing models - Exposure to cybersecurity tools (EDR, MDR, DNS filtering, backup solutions) - Experience with QuickBooks Online or similar accounting platforms - Experience working with remote/offshore MSP teams Key Success Metrics - Billing accuracy and invoice reliability - Timely and complete subscription reconciliation - Reduction in billing discrepancies and adjustments - Response time and quality of customer billing support - Accuracy and cleanliness of PSA contract data What This Role Is Not - Not a basic invoicing or data-entry role - Not siloed — requires cross-functional coordination with finance and service teams - Not reactive — proactive reconciliation and issue prevention are expected Why This Role Matters In an MSP environment, billing complexity scales quickly due to recurring contracts with variable user/device counts, multiple vendor subscriptions, and integration between PSA, vendor systems, and accounting. This role ensures revenue accuracy, client trust, and operational efficiency — all critical to growth and retention.