Strategic Planning Manager

Build your career with purpose. Be a champion for small and mid-size 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

Customer experience (CX)  is a group of bold, goal oriented, fast moving and customer obsessed individuals who care deeply for each other’s success, growth and development. We take fierce pride in the opportunity our CX team has to positively impact customers' businesses and their lives. We appreciate and celebrate our past but we are constructively dissatisfied about the opportunities we have in hand and the future we need to build. We are now writing the next chapter of our customer experience journey that we are referring to as CX 2.0. Our future roadmap will bring the best of our customer-obsessed frontline associates and the humanized digital experiences together, for an effortless and seamless experience for our customers . As part of the CX 2.0 journey, we are looking for bold, inspiring and innovative leaders to join our CX leadership team to make a meaningful impact to our CX team members, customers and Bill.com brand as a whole.

This role will be a member of the CX Operations team and has a unique and inspiring opportunity to lead our CX strategic planning efforts and drive operational excellence. Beyond the functional responsibility, this role will be a key contributor and member of the CX Operations team in building CX 2.0, our next chapter in transforming our service and support. In this role, you will report to our Director, CX Program Management.

Responsibilities include:

• Work closely with CX Strategic PMO Director and partner with senior leadership across CX to manage frameworks and programs which drive governance and operational excellence
• Lead strategic planning, working effectively at all organizational levels while providing progress communications to key executive stakeholders on a regular basis
• Provide strategic insight, analytics and assessment of transformation initiatives
• Provide execution support for strategic planning processes (Quarterly, Annually)
• Participate in and track execution status of special projects
• Deliver on assigned tasks with minimal oversight, managing upward and at a peer level to solve for evolving priorities, ambiguity, and milestones
• Develop new strategic capabilities and tools to assist the CX Leadership team with key strategic decisions
• Provide strategic and analytical support on special projects and ad-hoc analyses at the request of the CX leadership team
• Support ongoing critical presentation and update communications to all stakeholder audiences including executive leadership