Implementation Consultant - Mid-Market (Data Integration)

Building incomparably simple financial operations solutions supporting the heartbeat of our communities and nearly half of the U.S. GDP --- small and mid sized businesses. 

BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. 

BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. We have operations in San Jose, CA, Draper, UT, Houston, TX and Sydney, AUS and are continuing to expand into other geographic locations. If you’re looking for a place that helps you do the best work of your career, look no further than BILL.

Make your impact within a rapidly growing Fintech Company

You will be responsible for bringing your expertise to provide a range of professional services to customers including developing a successful course of implementation and training appointments, while also monitoring account usage and health to ensure their successful transition into BILL. You will work with partners and customers to remove technical barriers and identify opportunities to help customers expand their use of BILL solutions and minimize churn, by doing things such as troubleshooting technical issues and providing consulting to best practices. You will work with customers and accounting software/ERP subject matter experts to understand their data import requirements.  You will use these requirements to help build custom import templates and train customers how to use these import templates. You will also act as a customer advocate for product features and requirements.

We’d love to chat if you have:

• 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
• Ability to 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.
• Ability to recognize basic procedural issues as they arise and escalate appropriately
• Ability to demonstrate learning agility and critical thinking skills and apply basic concepts in new situations
• Experience with problem solving and complex troubleshooting
• Proven ability to multitask, prioritize, coordinate closely with cross-functional teams for faster resolution, complete tasks in a resourceful and effective ways
• Ability to 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
• Ability to provide product training and workflow recommendations to internal team member & customers
• Ability to 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 Customer Service or Support experience is required
• Experience with CRM systems and related applications (Zendesk, Salesforce, Five9, Zoom)
• Expertise of data transformation in Excel (Must know: VLOOKUP, Good to have: Macros)
• Knowledge of Visual Basic is a plus
• Basic knowledge of accounting concepts and financial reports
• Ability to understand the import capabilities of an ERP system to successfully import bills, payments and journal entries into the ERP.
• Ability to troubleshoot common errors that appear during a data import process.
• 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 remote and on site

Let’s talk about benefits

• 100% paid 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
• And much more

#LI-Remote