SUMMARY

The Billing Specialist is primarily responsible for the accurate and timely billing of delivery services, including white glove delivery, installation, assembly, warehousing, and related accessorial charges. This position works closely with Sales, Operations, Customer Satisfaction, Dispatch, and Accounting teams to ensure customer invoices are generated accurately, contract terms are followed, and revenue is recognized completely and promptly. 

Key Responsibilities

Billing / Revenue Processing

• Generate customer invoices for deliveries, installations, and value-added services.
• Review delivery orders, proof of delivery (PODs), billing documentation, and customer contracts to ensure billing accuracy.
• Validate accessorial charges.
• Process recurring and transactional billing according to customer agreements.
• Ensure all completed deliveries are invoiced within established billing deadlines.
• Research and resolve billing discrepancies prior to invoice submission.
• Respond to customer billing inquiries professionally and timely.
• Work with Operations and Customer Satisfaction teams to obtain missing delivery documentation.
• Partner with Accounts Receivable to assist with invoice disputes and collections research.
• Support customer audits and billing reviews.

Customer Contract Compliance

• Interpret customer pricing schedules, service agreements, and rate cards.
• Verify invoices comply with customer contractual requirements.
• Monitor billing exceptions and identify revenue leakage opportunities.
• Prepare and process customer invoices.

Reporting & Reconciliation

• Reconcile completed deliveries to customer invoices.
• Review daily, weekly, and monthly billing reports to ensure completeness.
• Assist with month-end close activities related to revenue recognition and billing accruals.
• Track unbilled deliveries and provide reporting to management.
• Prepare ad hoc billing and revenue reports as requested.

Process Improvement & Controls

• Identify opportunities to improve billing accuracy and efficiency.
• Maintain billing procedures and documentation.
• Participate in system testing and process improvement initiatives.

Job Skills Required:

• 1 to 2 years experience in billing / accounting
• Ability to prioritize and re-prioritize as situations and needs change throughout the workday
• Ability to multi-task and organize workflow to manage daily responsibilities, meet deadlines and prioritize workload
• Strong analytical and problem solving skills
• Excellent attention to detail and follow through
• Strong Excel skills
• Ability to work under deadlines and specific time frames
• Ability to develop and maintain positive working relationships with internal and external customers
• Ability to demonstrate initiative and to work with minimum supervision

Education & Experience:

• High school diploma required; associate degree preferred.
• 2+ years of administrative or accounting support experience.
• Experience working within transportation, logistics, warehousing or final mile delivery environments is highly preferred.
• Proficiency in Microsoft Office (Excel, Outlook, Word).
• Experience with ERP or accounting systems preferred.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Excellent attention to detail.
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities and deadlines
• Ability to work independently and collaboratively
• Strong organizational and communication skills.
• Effective communication with internal and external stakeholders.

Working Conditions:

• Cubicle working environment
• Noise level in the work environment is usually moderate

Physical Activity Level:

• The employee must occasionally lift and/or move up to 10 pounds.
• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
• The employee is occasionally required to reach with hands and arms.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.