What are the responsibilities and job description for the Billing Specialist position at Yandell-SCW?
About the Company:
Yandell Companies are an omnichannel service organization that provides complete supply chain solutions for the wine, specialty food and beverage industries. Our brands include Yandell Truckaway, SC Warehouses, Eagle Transportation, and Redwood Wine Storage.
Position Overview:
The Biller is responsible for preparing, reviewing, and submitting customer invoices in a timely and accurate manner, using McLeod software and other internal systems. This role supports the finance and operations teams by ensuring all billing data is complete and compliant with internal and client-specific requirements.
Key Responsibilities:
Required Knowledge, Skills, and Abilities:
Qualifications:
Work Environment and Physical Requirements:
Yandell Companies are an omnichannel service organization that provides complete supply chain solutions for the wine, specialty food and beverage industries. Our brands include Yandell Truckaway, SC Warehouses, Eagle Transportation, and Redwood Wine Storage.
Position Overview:
The Biller is responsible for preparing, reviewing, and submitting customer invoices in a timely and accurate manner, using McLeod software and other internal systems. This role supports the finance and operations teams by ensuring all billing data is complete and compliant with internal and client-specific requirements.
- Process and generate customer invoices through McLeod based on load data, rate agreements, and supporting documentation.
- Review load details for accuracy and completeness prior to invoicing.
- Ensure that all required documents (e.g., proof of delivery, rate confirmations) are attached and meet billing standards.
- Monitor unbilled loads and proactively resolve issues to prevent delays in revenue recognition.
- Communicate with internal departments (Dispatch, Customer Service, AR, etc.) to resolve discrepancies and gather missing information.
- Maintain billing records and documentation in accordance with company policy and audit requirements.
- Upload invoices to customer portals and/or email them as required.
- Assist with billing-related reporting, audits, and internal process improvements.
- Maintain a working knowledge of customer-specific billing instructions and compliance requirements.
- Support month-end closing activities related to revenue and billing.
- Software Proficiency:
- Strong working knowledge of McLeod Software (LoadMaster module preferred).
- Comfortable using Microsoft Excel, Outlook, and internal document management systems.
- Experience with billing portals (e.g., EDI platforms, customer-specific portals) is a plus.
- Industry Knowledge:
- Prior experience in transportation, logistics, or freight billing highly preferred.
- Understanding of rate structures, accessorial charges, and transportation documentation.
- Technical & Soft Skills:
- High attention to detail and accuracy.
- Strong organizational and time-management skills.
- Effective written and verbal communication.
- Ability to work independently and manage multiple priorities under tight deadlines.
- Problem-solving mindset for resolving discrepancies.
- High school diploma or equivalent required; post-secondary education in Accounting, Business, or a related field is a plus.
- 2 years of billing experience, preferably in the transportation or logistics industry.
- Prior experience using McLeod software is a plus but not required. Training can be provided. Must be a quick learner.
- Familiarity with EDI invoicing or customer-specific upload procedures is beneficial.
- Office Setting; Prolonged periods of sitting at a desk and working on a computer.
- Occasionally work extended hours during billing close or high-volume periods.
- Position is on site.
Benefits:
- Medical, Dental, & Vision Benefits (basic medical plan, 100% covered by the company for the employee only)
- FSA/HSA
- 7 Paid Holidays
- Paid Time Off / Sick Leave
- 401(k) Retirement Plan plus Company Match (according to plan rules)
- Basic Company sponsored Life Insurance
- Employee Assistance Program
- Additional Voluntary Programs
Yandell Companies provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
- Medical, Dental, & Vision Benefits (basic medical plan, 100% covered by the company for the employee only)
- FSA/HSA
- 7 Paid Holidays
- Paid Time Off / Sick Leave
- 401(k) Retirement Plan plus Company Match (according to plan rules)
- Basic Company sponsored Life Insurance
- Employee Assistance Program
- Additional Voluntary Programs
Yandell Companies provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.