Billing Specialist

Pacific States Petroleum; Concord (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) options

Paid vacation/time off

Job summary

Pacific States Petroleum, Inc. is seeking a Billing Specialist for our Concord, CA office. This on-site role focuses on accurate invoicing, data integrity, and proactive customer service.

You will maintain Sage DM2 data and assist with NetSuite migration while providing back-up support for AR and office operations. The ideal candidate has 3+ years in billing or customer service, strong Excel skills, and excellent attention to detail. A high school diploma is required, with some college a plus.

Qualifications

• Three years of customer service and/or billing experience is required.
• High school diploma or equivalent is required; some college coursework preferred.
• Proficiency with ERP/billing systems and data entry is expected.

Responsibilities

• Process invoices for a product line and track fees for add-on services.
• Support AR with invoicing and customer inquiries.
• Research and resolve billing issues including corrections.
• Maintain accuracy of customer data in the billing system (Sage DM2) during migration to NetSuite.
• File invoices and manage digital records.
• Provide phone backup when front office is busy.
• Cross-train to support other business lines as needed.
• Perform other duties as assigned.

Skills

Billing / AR experience

Customer service

Excel

Sage DM2

NetSuite experience

Data entry

Math & accuracy

Communication

Team player

Education

High school diploma or equivalent

Some college coursework

Tools

ERP systems

Job description

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.