Billing Specialist

Yandell-SCW • Benicia, CA

11d • Onsite

About The Position

The Biller is responsible for preparing, reviewing, and submitting customer invoices in a timely and accurate manner, using McLeod software and other internal systems. This role supports the finance and operations teams by ensuring all billing data is complete and compliant with internal and client-specific requirements.

Requirements

• Strong working knowledge of McLeod Software (LoadMaster module preferred).
• Comfortable using Microsoft Excel, Outlook, and internal document management systems.
• High attention to detail and accuracy.
• Strong organizational and time-management skills.
• Effective written and verbal communication.
• Ability to work independently and manage multiple priorities under tight deadlines.
• Problem-solving mindset for resolving discrepancies.
• High school diploma or equivalent required.
• 2+ years of billing experience, preferably in the transportation or logistics industry.
• Must be a quick learner.

Nice To Haves

• Experience with billing portals (e.g., EDI platforms, customer-specific portals) is a plus.
• Prior experience in transportation, logistics, or freight billing highly preferred.
• Understanding of rate structures, accessorial charges, and transportation documentation.
• Post-secondary education in Accounting, Business, or a related field is a plus.
• Prior experience using McLeod software is a plus but not required. Training can be provided.
• Familiarity with EDI invoicing or customer-specific upload procedures is beneficial.

Responsibilities

• Process and generate customer invoices through McLeod based on load data, rate agreements, and supporting documentation.
• Review load details for accuracy and completeness prior to invoicing.
• Ensure that all required documents (e.g., proof of delivery, rate confirmations) are attached and meet billing standards.
• Monitor unbilled loads and proactively resolve issues to prevent delays in revenue recognition.
• Communicate with internal departments (Dispatch, Customer Service, AR, etc.) to resolve discrepancies and gather missing information.
• Maintain billing records and documentation in accordance with company policy and audit requirements.
• Upload invoices to customer portals and/or email them as required.
• Assist with billing-related reporting, audits, and internal process improvements.
• Maintain a working knowledge of customer-specific billing instructions and compliance requirements.
• Support month-end closing activities related to revenue and billing.

Benefits

• Medical, Dental, & Vision Benefits (basic medical plan, 100% covered by the company for the employee only)
• FSA/HSA
• 7 Paid Holidays
• Paid Time Off / Sick Leave
• 401(k) Retirement Plan plus Company Match (according to plan rules)
• Basic Company sponsored Life Insurance
• Employee Assistance Program
• Additional Voluntary Programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED