Billing Specialist

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

Job summary

Pacific States Petroleum, Inc. in Concord, CA is seeking a Billing Specialist who is detail-oriented and customer-focused to join our on-site team. The role involves processing invoices, maintaining customer data in Sage DM2, and supporting AR with inquiries.

Three years of billing or customer service experience are required, with a high school diploma or equivalent. Proficiency in Excel and familiarity with ERP systems are preferred, and NetSuite migration experience is a plus.

Qualifications

• 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 required; some college coursework is preferred.

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.

Skills

Customer service

Attention to detail

Data entry

Communication skills

Teamwork

Education

High school diploma or equivalent

Some college coursework preferred

Tools

Sage DM2

Excel

NetSuite

ERP system

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.

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.