Billing Specialist

Yandell Companies; Benicia (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, & Vision

FSA/HSA

PTO / Sick Leave

401(k) with company match

Life Insurance

Employee Assistance Program

Paid Holidays

Job summary

Yandell Companies in Benicia, CA is seeking a Biller to prepare, review, and submit customer invoices using McLeod Software. This role supports revenue recognition by ensuring billing data is complete and compliant with internal and client requirements.

The position requires 2+ years of billing experience in transportation or logistics, familiarity with McLeod is a plus, strong Excel skills, and the ability to work on-site with occasional extended hours during close.

Qualifications

• High school diploma; accounting/business education a plus.
• 2+ years in billing, preferably in transportation or logistics.
• McLeod software experience is a plus.
• Strong attention to detail and time management.
• Proficient in Excel and clear communication.

Responsibilities

• Process and generate customer invoices using McLeod LoadMaster based on load data.
• Review load details for accuracy before invoicing and attach required documents.
• Monitors unbilled loads and resolves issues to prevent delayed revenue.
• Coordinate with Dispatch, Customer Service, AR to gather missing info.
• Maintain billing records in line with policy and audit requirements.
• Upload invoices to customer portals or email them when required.
• Assist with billing reporting, audits, and process improvements.
• Comply with customer-specific billing instructions and close revenue with month-end activities.

Skills

McLeod Software

Excel

Attention to detail

Time management

Communication

Education

High school diploma

Accounting/Business education

Tools

McLeod LoadMaster

EDI portals

Job description

About the Company:

Yandell Companies are an omnichannel service organization that provides complete supply chain solutions for the wine, specialty food and beverage industries. Our brands include Yandell Truckaway, SC Warehouses, Eagle Transportation, and Redwood Wine Storage.

Position Overview:

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.

Key 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.

Required Knowledge, Skills, and Abilities:

• Software Proficiency:
  • Strong working knowledge of McLeod Software (LoadMaster module preferred).
  • Comfortable using Microsoft Excel, Outlook, and internal document management systems.
  • Experience with billing portals (e.g., EDI platforms, customer-specific portals) is a plus.
• Industry Knowledge:
  • Prior experience in transportation, logistics, or freight billing highly preferred.
  • Understanding of rate structures, accessorial charges, and transportation documentation.
• Technical & Soft Skills:
  • 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.

Qualifications:

• High school diploma or equivalent required; post-secondary education in Accounting, Business, or a related field is a plus.
• 2+ years of billing experience, preferably in the transportation or logistics industry.
• Prior experience using McLeod software is a plus but not required. Training can be provided. Must be a quicklearner.
• Familiarity with EDI invoicing or customer-specific upload procedures is beneficial.

Work Environment and Physical Requirements:

• Office Setting; Prolonged periods of sitting at a desk and working on a computer.
• Occasionally work extended hours during billing close or high-volume periods.
• Position is on site.

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

Yandell Companiesprovide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.