Sr. Billing Specialist

Post Date

Jul 28, 2025

Location

Pleasanton,
California

ZIP/Postal Code

94588
US
Oct 02, 2025 Insight Global

Job Type

Contract-to-perm

Category

Accounting

Req #

SMF-798229

Pay Rate

$26 - $33 (hourly estimate)

Job Description

Responsible for the timely preparation of accurate costing and billing of service work for service technicians and project managers
Processing credits and rebills for various reasons including previous billing errors
Experience billing clients via email and client portals and processing on-line billings invoices
Data entry and any other duties and responsibilities as assigned by the Service Business Processes Manager, or Billing and Dispatch Supervisor

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

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Required Skills & Experience

2+ years of experience of direct billing and invoicing
Experience with Progress Billing or Time and Material Billing
Strong Excel experience creating Look-Ups and Pivot Tables
Experience billing within a Construction, HVAC, or Plumbing industry is highly preferred or Medical Billing
Experience working directly with field techs, project managers or sales teams to review and confirm billing information if from a manufacturing or construction background
Experience creating and reviewing PO's and Invoices
Experience with any accounting software ex: Great plains, SAP, Oracle, JD Edwards
Ability to work in a fast-paced environment

Nice to Have Skills & Experience

Billing for Construction, HVAC, or Plumbing Industry. As well as JD Edwards experience

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.