Billing Specialist

Billing Specialist - Logistics Company

We are seeking a detail-oriented and organized Billing Specialist to join our growing logistics team. In this role, you will be responsible for ensuring the accurate and timely processing of customer invoices, freight charges, and billing documentation while supporting the financial operations of the company. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to work in a fast-paced environment where accuracy and customer service are critical.

This position plays a key role in maintaining billing integrity, resolving discrepancies, and helping to ensure smooth financial transactions between our company, customers, and transportation partners.

Job Description

The Billing Specialist accurately processes, reviews, and finalizes freight invoices while resolving billing discrepancies and supporting internal and external customers. This role works extensively in billing and imaging systems to ensure timely, accurate invoicing and collaborates closely with Sales, Collections, IT, Pricing, and Customer Service teams. The ideal candidate brings strong billing experience, advanced Excel skills, and a high level of attention to detail within a logistics-focused environment.

Responsibilities

+ Enter, review, and confirm Shipper Bill of Lading (BOL) information in the Truckmate system to ensure all shipment details are accurate and complete.

+ Apply correct rating and verify customer credit terms during freight bill creation to ensure proper pricing and billing compliance.

+ Approve, finalize, and print invoices, ensuring all information is accurate and consistent with customer agreements and internal policies.

+ Research and resolve billing discrepancies and issues from initiation through completion, providing clear documentation of findings and resolutions.

+ Scan, organize, and link all relevant documentation to the appropriate billing records within the Synergize imaging platform to maintain complete and auditable records.

+ Audit and verify billing tasks completed by the offshore team, checking for accuracy, completeness, and adherence to established procedures.

+ Collaborate with Sales, Collections, IT, and Pricing teams on invoice setup, adjustments, customer inquiries, and rate-related questions.

+ Support Customer Service by preparing rate quotes, coordinating pick-ups, and responding to authorization request emails in a timely and professional manner.

+ Perform high-volume, accurate data entry related to invoices, billing records, and supporting documentation.

+ Use Microsoft Excel, including pivot tables and VLOOKUPs, to analyze billing data, identify issues, and support reporting needs.

+ Compute numerical values such as discounts, interest, commissions, proportions, percentages, and geometric measurements as needed for billing calculations.

+ Work both independently and as a team player to meet deadlines, support colleagues, and maintain a collaborative work environment.

+ Communicate clearly and professionally with internal teams and, when needed, with customers to address billing questions and resolve issues

Qualifications

+ 2+ years of experience with b2b billing

+ Experience working directly with customers handling billing discrepancies

+ Processing invoices into ERP system

+ Prior experience within logistics industry nice to have!

Job Type & Location

This is a Contract to Hire position based out of Fullerton, CA.

Pay and Benefits

The pay range for this position is $27.00 - $30.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

- Medical, dental & vision
- Critical Illness, Accident, and Hospital - 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability
- Health Spending Account (HSA) - Transportation benefits
- Employee Assistance Program
- Time…