Account Manager
About the job
- At least 2 years of account management experience; B2B SaaS, fintech, or payments experience is preferred.
- A track record of phone-based consultative sales in a B2B environment and consistently meeting targets.
- Experience onboarding or implementing software for small and mid-sized businesses.
- Working knowledge of accounting and accounts receivable, including invoicing, collections, and reconciliation.
- Discovery, consultative selling, and objection-handling skills, with willingness to develop them through coaching and feedback.
- Excellent written and verbal communication, with confidence running back-to-back phone and video calls.
- Strong organization and follow-through across many accounts at once.
- Salesforce proficiency.
- Own a book of new subscribers from the first implementation call through full quote-to-cash configuration, serving as their single point of contact.
- Lead implementation calls across the full quote-to-cash cycle: quoting, invoicing, payment acceptance, collections, and reconciliation back to the subscriber’s accounting software.
- Run structured discovery using established frameworks to understand each subscriber’s revenue cycle and identify the problems they need solved.
- Configure Biller Genie using standard setups and best practices to fit each subscriber’s needs.
- Sell and attach Biller Genie payment solutions, including credit card processing, ACH, bill pay, and, as they launch, lending products, to grow revenue on each account.
- Recommend plans and features that demonstrate a clear return on investment, using that value to drive upgrades and attach.
- Train subscribers and their teams, drive feature adoption, and show measurable results in their data.
- Answer subscribers’ everyday accounting and accounts receivable questions.
- Transition fully implemented, healthy accounts to the Subscriber Success team with complete documentation.
- Collaborate with the Product team and relay subscriber feedback to improve the experience.
- Manage the book of accounts day to day, keep Salesforce accurate and up to date, and meet targets for closed deals, payments attach, upgrades, adoption, and time to implementation.
- QuickBooks experience.
- Coursework or experience in accounting, bookkeeping, or finance.
- Experience in payments, merchant services, or working with channel partners.
- Bilingual proficiency in English and Spanish.
About the company
Biller Genie provides an accounts receivable (A/R) automation platform designed to streamline invoicing and payment collection for small to mid-sized businesses. Its platform centers on a branded customer portal that lets customers view and pay invoices 24/7, while automated, personalized reminders reduce late payments. The service integrates with popular accounting software like QuickBooks, enabling a seamless flow from issuing invoices to reconciling payments. Biller Genie operates on a subscription model and runs a partner program with payment processors and accounting firms to reach more customers. The primary goal is to cut manual administrative work, speed up cash flow, and decrease overdue invoices by making invoicing and collections more efficient.
Company Size
51-200
Company Stage
Series B
Total Funding
$35.9M
Headquarters
Orlando, Florida
Founded
2018
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Simplify's Take
What believers are saying
- Radian Capital led Biller Genie’s $22 million Series B in January 2026.
- Orlando opened a 14,000-square-foot headquarters in January 2026, adding 50 local jobs.
- Belfast plans 100 hires over three years, and 2026 job posts show active demand.
What critics are saying
- Paidnice, Upflow, and Invoiced offer deeper AR controls and stronger AI features in 2026.
- Biller Genie depends on Intuit OAuth and QuickBooks; platform changes can cripple adoption quickly.
- G2 pricing complaints and Xero support issues signal churn risk if competitors undercut faster.
What makes Biller Genie unique
- Biller Genie automates invoicing, collections, and reconciliation inside QuickBooks and Xero workflows.
- January 2026 partners like Payroc and NMI widen distribution through payment processors.
- Belfast engineering expansion supports product speed and localized talent access across engineering and operations.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Company Match
- Unlimited Paid Time Off