Full-Time

Sr. Customer Care Agent

Posted on 10/11/2024

Bill.com

Bill.com

1,001-5,000 employees

Financial platform for managing business operations

Fintech
Financial Services

Compensation Overview

$20.39 - $24.24Hourly

Mid, Senior

Draper, UT, USA

Position requires in-office presence in Draper, UT or San Jose, CA.

Category
Customer Success Management
Sales & Account Management
Required Skills
Salesforce
Customer Service
Requirements
  • High School Diploma or GED
  • 3 years in a complex service environment including financial services, healthcare, insurance, etc.
  • 2 years managing escalated customer concerns
  • Customer orientation demonstrated through the ability to employ empathy and active listening effectively
  • Strong technical aptitude and troubleshooting skills including Google Suite, Salesforce and call center telephony systems
  • Strong math and logic skills including basic algebra
  • Strong attention to detail, organization and the ability to multitask
  • Strong verbal and written communication skills including college level English proficiency
  • Ability to exercise sound judgment in all situations
  • Passion for fostering customer relationships and upsell conversations
  • Ability to thrive in a fast-paced, high-pressured changing environment
  • Ability to assist customer via phone, chat, video, SMS and/or email
Responsibilities
  • Provide a high-touch service experience through handling inbound and outbound customer contacts via chat, voice, video and email
  • Demonstrate expertise in a single product line and basic understanding of all product lines by maintaining up-to-date knowledge and certifications regarding product features, releases and capabilities
  • Drive BILL culture across the CARE team including participation in culture building programs and activities and consistently reflecting BILL values
  • Approach each customer interaction with empathy and through effective active listening skills
  • Develop proficiency in the agent and product technology suite including Five9, Salesforce, Google Suite, etc.
  • Demonstrate the ability to troubleshoot complex issues finding the best solution for the business and the customer- includes payment research concerns and advanced sync issues
  • Demonstrate the ability to de-escalate customer situations and avoid unnecessary transfers through utilizing all resources
  • Enhance customer interactions by offering recommendations, cross-selling features or products, or sharing new information thereby adding value beyond their initial inquiry
  • Meet or exceed Key Performance Indicators (KPIs) including Customer Effort Score (CES), Quality (QA), Resolution Rate, Transfer Rate, Schedule Adherence, etc.
  • Meet service level agreements and uphold case management standards
  • Maintain awareness of the customer experience and positively influence product and process changes through communicating feedback through appropriate channels
  • Adhere to attendance standards and guidelines
  • Proactively seek feedback and training opportunities
  • Participate in at least one stretch project each half year cycle
  • Participate in team meetings and contribute positively to team culture
  • Always aim to be solution-oriented, take ownership and demonstrate accountability

Bill.com provides a platform for businesses to manage their financial operations, including bill creation and payment, invoicing, expense management, and budget control. The platform automates tasks related to accounts payable and receivable, making financial processes more efficient and transparent. Unlike many competitors, Bill.com also offers access to credit lines, ranging from $500 to $5 million, along with its software services. The company aims to streamline financial management for small to medium-sized businesses and accounting firms, generating revenue through subscription and transaction fees.

Company Stage

IPO

Total Funding

$337.6M

Headquarters

San Jose, California

Founded

2006

Growth & Insights
Headcount

6 month growth

2%

1 year growth

6%

2 year growth

6%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for integrated financial solutions among SMBs.
  • Recent investment by Pier Capital LLC indicates confidence in growth potential.
  • Addition of 1099 filing solution could attract more SMBs.

What critics are saying

  • Increased competition from emerging fintech startups.
  • Slow AI adoption may limit competitive advantage.
  • Upcoming FinCEN regulations could increase compliance costs.

What makes Bill.com unique

  • Bill.com offers a comprehensive platform for financial operations management.
  • The company provides access to credit lines up to $5 million.
  • Bill.com integrates AI and machine learning for enhanced financial operations.

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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