Ledgent
Position:
Billing Specialist Location:
Santa Clara, CA Compensation:
$28 - $35 per hour Schedule:
100% Onsite, Monday-Friday, 9:00 AM - 5:30 PM Employment Type:
Temp-to-Hire or Direct Hire Summary
The
Billing Specialist
will be responsible for processing and managing all billing transactions related to product returns and repair services(RMA). This position ensures the accuracy of financial records, invoices, and supporting documentation associated with returned materials. The role involves preparing billing statements, issuing credit or debit adjustments, maintaining price books, and partnering closely with internal teams to ensure invoices reflect correct terms and transactions. Key Responsibilities
Billing and Reconciliation Prepare and distribute invoices to customers, ensuring timely submission and acceptance. Reconcile billing data, including materials, freight, and shipping costs. Research and resolve billing discrepancies, documenting findings and corrective actions. Maintain detailed, auditable billing records and recommend process improvements. Monitor accounts receivable status and collaborate with clients to ensure timely payments. Pricing and Documentation Management
Gather internal cost data to update pricing templates and price books for recurring quotes. Maintain purchase orders, pricing documents, and related records across internal and client systems. Identify and correct pricing inconsistencies, implementing preventive controls where necessary. Reporting and Analysis
Generate monthly billing reports, forecasts, and cost variance analyses. Support management and account teams with data for reviews and planning. Track cost trends to identify potential efficiency or margin opportunities. Cross-Functional Collaboration
Partner with Operations, Finance, and Account Management to ensure transparency and consistency across billing and pricing functions. Assist with developing and maintaining standard operating procedures (SOPs) and process documentation. Compliance and Continuous Improvement
Follow all organizational policies and procedures for billing, documentation, and returns handling. Maintain awareness of industry standards and best practices to ensure compliance and process integrity. Qualifications
Bachelor's degree
or
2+ years of experience in billing, accounting, or a related administrative role. Strong proficiency in
Microsoft Excel
(VLOOKUP, Pivot Tables, data analysis). Experience using
SAP or other ERP systems Excellent organizational and multitasking abilities with strong attention to detail. Effective written and verbal communication skills; able to collaborate cross-functionally. Demonstrated accuracy, efficiency, and accountability in high-volume billing environments.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Billing Specialist Location:
Santa Clara, CA Compensation:
$28 - $35 per hour Schedule:
100% Onsite, Monday-Friday, 9:00 AM - 5:30 PM Employment Type:
Temp-to-Hire or Direct Hire Summary
The
Billing Specialist
will be responsible for processing and managing all billing transactions related to product returns and repair services(RMA). This position ensures the accuracy of financial records, invoices, and supporting documentation associated with returned materials. The role involves preparing billing statements, issuing credit or debit adjustments, maintaining price books, and partnering closely with internal teams to ensure invoices reflect correct terms and transactions. Key Responsibilities
Billing and Reconciliation Prepare and distribute invoices to customers, ensuring timely submission and acceptance. Reconcile billing data, including materials, freight, and shipping costs. Research and resolve billing discrepancies, documenting findings and corrective actions. Maintain detailed, auditable billing records and recommend process improvements. Monitor accounts receivable status and collaborate with clients to ensure timely payments. Pricing and Documentation Management
Gather internal cost data to update pricing templates and price books for recurring quotes. Maintain purchase orders, pricing documents, and related records across internal and client systems. Identify and correct pricing inconsistencies, implementing preventive controls where necessary. Reporting and Analysis
Generate monthly billing reports, forecasts, and cost variance analyses. Support management and account teams with data for reviews and planning. Track cost trends to identify potential efficiency or margin opportunities. Cross-Functional Collaboration
Partner with Operations, Finance, and Account Management to ensure transparency and consistency across billing and pricing functions. Assist with developing and maintaining standard operating procedures (SOPs) and process documentation. Compliance and Continuous Improvement
Follow all organizational policies and procedures for billing, documentation, and returns handling. Maintain awareness of industry standards and best practices to ensure compliance and process integrity. Qualifications
Bachelor's degree
or
2+ years of experience in billing, accounting, or a related administrative role. Strong proficiency in
Microsoft Excel
(VLOOKUP, Pivot Tables, data analysis). Experience using
SAP or other ERP systems Excellent organizational and multitasking abilities with strong attention to detail. Effective written and verbal communication skills; able to collaborate cross-functionally. Demonstrated accuracy, efficiency, and accountability in high-volume billing environments.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.