Scaled Onboarding Specialist

About the role

BILL is a rapidly growing Fintech company dedicated to automating financial processes for businesses. This role is crucial for guiding new customers through a seamless onboarding experience.

Responsibilities

• Manage day-to-day onboarding conversations with newly signed customers across AP/AR and S&EGuiding customers through initial setup, integrations, and startup activities with quality and urgency
• Help customers understand how to use the platform and adopt core workflows as quickly as possible
• Deliver clear, confident communication that creates a positive and efficient onboarding experience
• Surface risks, issues, and customer needs early to help improve onboarding success
• Contribute feedback on customer pain points, process gaps, and opportunities to improve the onboarding journey

Requirements

• 2+ years of customer-facing experience in onboarding, implementation, account management, customer success, or a similar role
• A bachelor’s degree
• Strong communication skills and the ability to build trust quickly with customers
• Experience guiding customers through setup, integrations, or product adoption conversations
• A track record of helping customers take action quickly and achieve early success
• Strong organizational skills and attention to detail in managing customer interactions and documentation
• Comfort working across multiple products, processes, and customer needs
• Experience in SaaS, fintech, or financial software is preferred
• Familiarity with AP, spend management, accounting software, or related workflows is a plus

Qualifications

• Experience supporting customers in a fast-paced environment with a strong focus on customer experience
• Ability to work independently and manage multiple tasks simultaneously
• Strong problem-solving and analytical skills
• Passionate about helping businesses streamline their financial processes

Skills

• Excellent communication and interpersonal skills
• Strong organizational and time management skills
• Ability to work in a fast-paced, dynamic environment
• Proficiency in Microsoft Office Suite

Benefits

• Medical, dental, and vision insurance
• HSA and FSA accounts
• Life and disability insurance
• Paid holidays and time off
• Employee stock purchase program with employee discounts
• Wellness and fitness initiatives
• Employee recognition and referral programs

Pay

The On Target Earnings (OTE) range for this role varies based on geographic location:

• Zone 1 (San Francisco Bay Area CA): $72,000—$90,000 USD
• Zone 2 (CA Non-San Francisco Bay Area and Los Angeles County): $64,800—$81,000 USD
• Zone 3 (Utah, Houston TX, Florida, North Carolina): $61,200—$76,500 USD

Schedule

This role is eligible to participate in BILL's sales incentive and equity plans. It is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits.