Billing Specialist
About the job
- Strong working knowledge of McLeod Software; experience with the LoadMaster module is preferred.
- Ability to use Microsoft Excel, Outlook, and internal document management systems.
- Prior experience in transportation, logistics, or freight billing is highly preferred.
- Understanding of rate structures, accessorial charges, and transportation documentation.
- 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.
- Ability to resolve discrepancies using problem-solving skills.
- High school diploma or equivalent.
- At least 2 years of billing experience, preferably in the transportation or logistics industry.
- Prepare, review, and submit customer invoices accurately and on time using McLeod software and other internal systems.
- Process and generate customer invoices through McLeod based on load data, rate agreements, and supporting documentation.
- Review load details for accuracy and completeness before invoicing.
- Ensure required documents, including proof of delivery and rate confirmations, are attached and meet billing standards.
- Monitor unbilled loads and resolve issues proactively to prevent delays in revenue recognition.
- Communicate with Dispatch, Customer Service, Accounts Receivable, and other internal departments 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 or email them as required.
- Assist with billing-related reporting, audits, and internal process improvements.
- Maintain knowledge of customer-specific billing instructions and compliance requirements.
- Support month-end closing activities related to revenue and billing.
- Experience with billing portals, including electronic data interchange platforms or customer-specific portals.
- Post-secondary education in Accounting, Business, or a related field.
- Prior experience using McLeod software; training can be provided.
- Familiarity with electronic data interchange invoicing or customer-specific upload procedures.
About the company
What it does: Yandell-SCW provides third-party logistics (3PL) for wine and specialty food and beverage companies, combining transportation, warehousing, and value-added services into one platform. How its product works: It runs an asset-based trucking fleet and owns/operates about 900,000 square feet of secure, networked warehousing to move, store, and fulfill orders—offering services like inventory management and order fulfillment, with capabilities such as same-day delivery to ensure timely, reliable service. How it differentiates itself: The company has a long history (since 1945) and focuses on the wine and specialty beverage sectors, delivering integrated, reliable logistics through owned assets and a strong emphasis on customer satisfaction and control of the end-to-end experience. What its goal is: To provide high-quality, professional logistics capabilities that streamline clients’ operations, cut costs, and strengthen relationships by delivering dependable, timely service.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Benicia, California
Founded
1945
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Simplify's Take
What believers are saying
- Rick Moradian became CEO on 2024-04-11, bringing Wineshipping and APL logistics experience.
- Eagle-Redwood acquisition expanded bulk tanker and direct-to-consumer fulfillment capabilities in 2024.
- Yandell's website shows active expansion language and updated news through 2026-10-05.
What critics are saying
- Fort Point bought Yandell in 2023; growth pressure can erode family-era service discipline.
- Eagle-Redwood integration from January 2024 adds execution risk across Santa Rosa operations.
- Wine logistics concentration makes a major winery loss immediately damage utilization and EBITDA.
What makes Yandell-SCW unique
- Benicia-based Yandell integrates trucking, warehousing, brokerage, and DTC fulfillment since 1945.
- It owns 900,000 square feet of temperature-controlled, food-grade, and bonded storage.
- Fleet assets include 125 trucks, 50 trailers, and specialty wine tankers.
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Benefits
- Health Insurance
- FSA/HSA
- Paid Holidays
- Paid Time Off
- Paid Sick Leave
- 401(k) Retirement Plan
- 401(k) Company Match
- Life Insurance
- Employee Assistance Program