Onboarding Account Manager at BILL

Job description

Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another. ✨ Let’s give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company As an AC Onboarding Specialist, you will be responsible for implementing Accounts Payable with our Accounting Channel partners, a critical and growing segment of our business. This role sits at the heart of the partner relationship, helping accounting firms and their clients get fully configured, integrated, and activated on the BILL AP platform. You will drive speed-to-value through hands-on software implementation, accounting system integrations, and best-practice guidance that sets partners and their clients up for long-term success. Lead end-to-end AP implementation for new Accounting Channel partners and their clients Guide partners through platform configuration, accounting software integrations, and initial setup Drive activation within onboarding engagements, ensuring clients are live and transacting as quickly as possible Deliver a high-quality implementation experience that builds partner confidence and long-term platform adoption Serve as the product and workflow expert for AP, helping partners understand best practices and key configuration requirements Identify implementation risks, blockers, or gaps in real time and work quickly to resolve them Maintain accurate documentation, notes, and system records throughout the implementation process Partner closely with Sales, Customer Success, Support, and the broader Accounting Channel team to ensure a seamless partner experience Reinforce a consistent, scalable implementation motion that supports both partner outcomes and business growth Contribute feedback on partner pain points, integration challenges, and opportunities to improve the implementation journey What you'll be doing Manage day-to-day AP implementation engagements with Accounting Channel partners and their clients Guide partners through initial setup, accounting software integrations, and AP workflow configuration with quality and urgency Help partners and clients understand how to use the BILL AP platform and adopt core workflows as quickly as possible Deliver clear, confident communication that creates a positive, efficient, and professional implementation experience Surface risks, integration issues, and partner needs early to help improve implementation success rates Support organizational initiatives tied to platform adoption, activation, and scalable implementation execution within the Accounting Channel Contribute feedback on partner pain points, process gaps, and opportunities to improve the implementation journey We’d love to chat if you have 2+ years of experience in software implementation, onboarding, customer success, or a similar role An accredited bachelor's degree Hands-on experience implementing or supporting accounting software — NetSuite, Sage Intacct, Xero, or QuickBooks experience is a strong plus Familiarity with AP workflows, accounting processes, or financial operations Strong communication skills and the ability to build trust quickly with accounting professionals and their clients A track record of guiding clients through complex software setups, integrations, and go-live milestones Strong organizational skills and attention to detail in managing implementation activities and documentation Comfort navigating technical configurations, integration questions, and multi-stakeholder engagements Experience in SaaS, fintech, or financial software is preferred Experience working with or within accounting firms or the Accounting Channel is a plus Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future. This role is eligible to participate in BILL’s sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. The On Target Earnings (OTE) range noted below are remote based roles in the specific geographic zone Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County $93,300 — $112,000 USD Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts $84,000 — $100,800 USD Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania $79,300 — $95,200 USD What’s in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn’t only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: 100% paid employee 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 Don’t believe us? Check out our culture, benefits, and teams on our career site , LinkedIn Life , or YouTube pages. BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com . To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

Requirements

Must-haves

Innovate with purpose
Let’s give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company
Lead end-to-end AP implementation for new Accounting Channel partners and their clients
Guide partners through platform configuration, accounting software integrations, and initial setup
Drive activation within onboarding engagements, ensuring clients are live and transacting as quickly as possible
Deliver a high-quality implementation experience that builds partner confidence and long-term platform adoption
Serve as the product and workflow expert for AP, helping partners understand best practices and key configuration requirements
Identify implementation risks, blockers, or gaps in real time and work quickly to resolve them
Maintain accurate documentation, notes, and system records throughout the implementation process
Partner closely with Sales, Customer Success, Support, and the broader Accounting Channel team to ensure a seamless partner experience
Reinforce a consistent, scalable implementation motion that supports both partner outcomes and business growth
Contribute feedback on partner pain points, integration challenges, and opportunities to improve the implementation journey
What you'll be doing
Manage day-to-day AP implementation engagements with Accounting Channel partners and their clients
Guide partners through initial setup, accounting software integrations, and AP workflow configuration with quality and urgency
Help partners and clients understand how to use the BILL AP platform and adopt core workflows as quickly as possible
Deliver clear, confident communication that creates a positive, efficient, and professional implementation experience
Surface risks, integration issues, and partner needs early to help improve implementation success rates
Support organizational initiatives tied to platform adoption, activation, and scalable implementation execution within the Accounting Channel
Contribute feedback on partner pain points, process gaps, and opportunities to improve the implementation journey
We’d love to chat if you have
2+ years of experience in software implementation, onboarding, customer success, or a similar role

Nice-to-haves

Experience in SaaS, fintech, or financial software is preferred
Experience working with or within accounting firms or the Accounting Channel is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goai

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Wellness