Onboarding Account Manager

About the role

As an AC Onboarding Specialist, you will be responsible for implementing Accounts Payable with our Accounting Channel partners, a critical and growing segment of our business. This role sits at the heart of the partner relationship, helping accounting firms and their clients get fully configured, integrated, and activated on the BILL AP platform. You will drive speed-to-value through hands-on software implementation, accounting system integrations, and best-practice guidance that sets partners and their clients up for long-term success.

Responsibilities

• Lead end-to-end AP implementation for new Accounting Channel partners and their clients
• Guide partners through platform configuration, accounting software integrations, and initial setup
• Drive activation within onboarding engagements, ensuring clients are live and transacting as quickly as possible
• Deliver a high-quality implementation experience that builds partner confidence and long-term platform adoption
• Serve as the product and workflow expert for AP, helping partners understand best practices and key configuration requirements
• Identify implementation risks, blockers, or gaps in real time and work quickly to resolve them
• Maintain accurate documentation, notes, and system records throughout the implementation process
• Partner closely with Sales, Customer Success, Support, and the broader Accounting Channel team to ensure a seamless partner experience
• Reinforce a consistent, scalable implementation motion that supports both partner outcomes and business growth
• Contribute feedback on partner pain points, integration challenges, and opportunities to improve the implementation journey
• Manage day-to-day AP implementation engagements with Accounting Channel partners and their clients
• Guide partners through initial setup, accounting software integrations, and AP workflow configuration with quality and urgency
• Help partners and clients understand how to use the BILL AP platform and adopt core workflows as quickly as possible
• Deliver clear, confident communication that creates a positive, efficient, and professional implementation experience
• Surface risks, integration issues, and partner needs early to help improve implementation success rates
• Support organizational initiatives tied to platform adoption, activation, and scalable implementation execution within the Accounting Channel

Requirements

• 2+ years of experience in software implementation, onboarding, customer success, or a similar role
• An accredited bachelor's degree
• Hands-on experience implementing or supporting accounting software — NetSuite, Sage Intacct, Xero, or QuickBooks experience is a strong plus
• Familiarity with AP workflows, accounting processes, or financial operations
• Strong communication skills and the ability to build trust quickly with accounting professionals and their clients
• A track record of guiding clients through complex software setups, integrations, and go-live milestones
• Strong organizational skills and attention to detail in managing implementation activities and documentation
• Comfort navigating technical configurations, integration questions, and multi-stakeholder engagements
• Experience in SaaS, fintech, or financial software is preferred
• Experience working with or within accounting firms or the Accounting Channel is a plus

Visa Sponsorship: This position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

Pay

The On Target Earnings (OTE) range for this role varies by geographic zone:

• Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County: $93,300—$112,000 USD
• Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts: $84,000—$100,800 USD
• Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania: $79,300—$95,200 USD

Benefits

• 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
• HSA & FSA accounts
• Life Insurance, Long & Short-term disability coverage
• Employee Assistance Program (EAP)
• 11+ Observed holidays and wellness days and flexible time off
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs
• 401(k) retirement plan
• Paid holidays and paid time off
• Other company benefits

This role is eligible to participate in BILL’s sales incentive and equity plans.