Billing Specialist: Customer-Focused, On-site

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

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.