Billing Specialist

SMA AmericaRocklin, CA
$28 - $29Hybrid

About The Position

The Billing Specialist is responsible for producing daily invoicing for all Sales and Service orders and closely working with internal and external teams to analyze and resolve billing topics. The Billing Specialist is responsible for processing all necessary credit notes and assists our Accounts Receivable team in reconciling. This is a hybrid role based out of our Rocklin, CA headquarters, with in-office presence required on Tuesdays and Thursdays.

Requirements

  • 3 to 5 years of billing and data entry experience required.
  • SAP experience is required.
  • Proficiency with Microsoft Office Suite including Word, PowerPoint, and Excel strongly preferred.
  • Attention to detail and a high level of accuracy required.
  • Excellent written and verbal communication skills required.
  • Excellent customer service skills required.
  • Ability to analyze and solve problems effectively.
  • Proficiency in the English language, both written and verbal, required.

Nice To Haves

  • Associate or bachelor's degree in accounting or business preferred; equivalent experience will be considered.

Responsibilities

  • Assist revenue recognition in the daily and month end closing processes.
  • Process milestone billing and all external billing portals such as Oracle Textura.
  • Process customer payment applications and work with our Project Management team on specific milestone structures.
  • Manage all customer credit note requests, including special pricing agreements and annual bonus structures.
  • Evaluate blocked billing items queue by finding a resolution with the Billing Lead in clearing and releasing accounting documents produced by SAP for accurate revenue recognition.
  • Manage the returns credit process, including researching related documentation and pricing, obtaining approvals, verification of returned products, and coordinating returns delivery with the Returns and Transportation teams.
  • Coordinate with the AR team to ensure credit notes are processed on time.
  • Support the Accounts Receivables department and the Billing Lead in reconciling receivables with billing items.
  • Manage email and phone inquiries from customers and the service department.
  • Other duties as may be required or assigned.

Benefits

  • Hourly rate of $28.00 to $29.00, dependent on experience and qualifications.
  • Comprehensive benefits including health, dental, and vision coverage, including $0 premium options.
  • 401(k) plan with company match.
  • Opportunities for professional development and training.
  • Inclusive, collaborative, and innovative work environment.
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