Billing Specialist

Posted 3 Days Ago
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Concord, CA, USA
In-Office
24-28 Hourly
Mid level
Logistics • Transportation • Energy
The Role
Processes invoices, tracks fees, supports accounts receivable, responds to customer billing inquiries, researches and corrects billing issues, and maintains accurate customer data. The role also supports invoice filing, phone coverage, cross-training, and migration from Sage DM2 to NetSuite. It requires strong billing, customer service, data entry, organizational, mathematical, communication, and problem-solving skills.
Summary Generated by Built In

Billing Specialist
Pacific States Petroleum, Inc. is an on-site fueling company servicing California. We are currently seeking a detail-oriented and customer-focused Billing Specialist to join our dedicated team in our Concord office. If you have a knack for accuracy and enjoy working collaboratively to solve problems, we'd love to hear from you.

Compensation: $24.00 - $28.00 per hour
Benefits: Medical, Dental, Vision, 401(k) options, and paid vacation/time off.

Key Responsibilities

  • Process invoices for a specific product line, including identifying, documenting, and tracking fees for additional services and special pick-ups.

  • Maintain active customer support for the AR Department, including sending out invoices and answering customer inquiries.

  • Receive, research, and resolve difficult or complex billing issues, including processing invoice corrections.

  • Maintain the accuracy and integrity of customer data within our current billing database (Sage DM2), while assisting with data transitions during our upcoming migration to NetSuite.

  • File processed invoices and assist with digital file management.

  • Provide phone backup, answering calls when the front office is busy.

  • Cross-train in other lines of business to serve as backup support when needed.

  • Perform other duties as assigned.

Experience & Education

  • Three years of increasingly responsible experience in customer service and/or billing, or an equivalent combination of education and experience required to perform the work.

  • High school diploma or equivalent required; some college coursework is preferred.

Skills & Qualifications

  • Proven experience in a billing or accounts receivable role with a strong understanding of billing procedures.

  • Exceptional customer service skills with the ability to handle complex and sensitive inquiries with patience and professionalism.

  • High proficiency in Microsoft Office Suite (especially Excel) and experience with ERP/billing systems (currently using Sage DM2).

  • Bonus: Previous experience with NetSuite or navigating an ERP system migration is a major plus!

  • Excellent data entry skills with strong attention to detail and a high degree of accuracy.

  • Strong math, organizational, and problem-solving skills, with the ability to manage multiple priorities and meet deadlines.

  • Excellent verbal and written communication skills.

  • Ability to work cooperatively and respectfully in a team environment.

Work Schedule & Environment

  • Schedule: Monday through Friday, 8:00 AM - 5:00 PM.

  • Location: 100% on-site in Concord, CA.

  • Communicate effectively to exchange information and make presentations.

  • Input information into a computer and read a variety of digital and printed materials.

  • Lift and carry light materials/objects as assigned.

  • ADA reasonable accommodation requests will be granted full consideration.

Skills Required

  • Three years of increasingly responsible experience in customer service and/or billing, or an equivalent combination of education and experience
  • High school diploma or equivalent
  • Experience in billing or accounts receivable with a strong understanding of billing procedures
  • Exceptional customer service skills for handling complex and sensitive inquiries
  • High proficiency in Microsoft Office Suite, especially Excel
  • Experience with ERP or billing systems, currently Sage DM2
  • Previous NetSuite experience or ERP system migration experience
  • Excellent data entry skills and strong attention to detail
  • Strong math, organizational, and problem-solving skills
  • Ability to manage multiple priorities and meet deadlines
  • Excellent verbal and written communication skills
  • Ability to work cooperatively and respectfully in a team environment
  • Some college coursework
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The Company
75 Employees
Year Founded: 2001

What We Do

Pacific States Petroleum, Inc. provides on-site fuel delivery and related fueling services to commercial and operational customers across California and Nevada. The company delivers diesel, renewable diesel, gasoline, propane, and lubricants directly to customer locations, with service available around the clock. It focuses on safe, reliable, efficient, and cost-effective fueling solutions tailored to customers’ needs and distinct operational demands.

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