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Full-Time

Implementation Consultant

Accounting Channel

Posted on 3/27/2024

Bill.com

Bill.com

1,001-5,000 employees

Online bill payment and AP automation software

Consulting
Enterprise Software
Fintech
Financial Services

Compensation Overview

$93.3k - $112kAnnually

+ Sales Incentive + Equity

Mid, Senior

Houston, TX, USA + 2 more

Category
IT Consulting
Management Consulting
Consulting
Required Skills
Zendesk
Salesforce
Requirements
  • Foundational Software as a Service (SaaS) product knowledge, preferably within Fintech
  • Comfort interfacing with executives and c-level staff, and small to medium businesses
  • Proven ability to maintain focus and work effectively with multiple demands
  • Experience conducting presentations and product training via web conferencing tools
  • Develop and execute customer-focused, consultative skills to solve complex problems
  • A seasoned, experienced professional with a full understanding of implementation processes, project management and customer advocacy
  • Recognize basic procedural issues as they arise and escalate appropriately
  • Demonstrate learning agility and critical thinking skills and apply basic concepts in new situations
  • Experience with problem solving and complex troubleshooting
  • Multitask, prioritize, coordinate closely with cross-functional teams for faster resolution, complete tasks in a resourceful and effective ways
  • Actively initiate and manage the partner/client relationship throughout the app implementation process
  • Strong listening skills to be able to understand, empathize and resolve customer issues
  • Provide product training and workflow recommendations to internal team member & customers
  • Work independently and manage multiple work streams simultaneously
  • Meticulous attention to detail and sense of pride in work
  • Accredited Bachelor’s degree in accounting or software related field
  • Minimum of 5 years of total software implementation experience is required
  • Experience with CRM systems and related applications (Zendesk, Salesforce, Gainsight)
  • Basic knowledge of accounting concepts and financial reports
  • Prior experience supporting or implementing customers in a Software as a Service (SaaS) environment
  • Prior financial technology experience a plus (B2B preferred)
  • Big 4 or large consulting firm experience a plus
  • Prior accounting experience highly desirable
  • Prior professional service experience supporting partners/customers remotely
Responsibilities
  • Developing a successful course of implementation and training appointments
  • Monitoring account usage and health to ensure successful transition into BILL
  • Removing technical barriers and identifying opportunities to help customers expand their use of BILL solutions and minimize churn
  • Troubleshooting technical issues and providing consulting to best practices
  • Acting as a customer advocate for product features and requirements

At this company, employees thrive in an environment that emphasizes the use of AI and automation technology to streamline financial processes, making bill payments and receivables more efficient for businesses. The firm stands out for its commitment to enhancing AP controls and ensuring secure payment processing, which are critical in the financial technology sector. Working here means being at the forefront of integrating advanced technologies with everyday financial operations, offering a competitive edge and a focus on technical excellence.

Company Stage

IPO

Total Funding

$2B

Headquarters

Palo Alto, California

Founded

2006

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

6%

Benefits

100% paid employee health, dental, and vision insurance - choose between HMO, PPO, and HDHP plans

HSA & FSA accounts

Life Insurance, Long & Short-term disability coverage

Pre-tax commuter benefits

Employee Assistance Program (EAP)

11+ Observed holidays and wellness days

Wellness & Fitness initiatives

Flexible time off

100% paid employee health, dental, and vision insurance - choose between HMO, PPO, and HDHP plans

HSA & FSA accounts

Life Insurance, Long & Short-term disability coverage

Pre-tax commuter benefits

Employee Assistance Program (EAP)

11+ Observed holidays and wellness days

Wellness & Fitness initiatives

Flexible time off

INACTIVE