Scaled Onboarding Specialist 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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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. We're remote-first, with office spaces in San Jose, CA and Draper, UT — and opportunities to connect in person when it counts. 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 a Scaled Onboarding Specialist, you will be responsible for guiding new customers through a fast, high-quality onboarding experience across both Spend & Expense and AP/AR. This role sits at a critical point in the customer journey, helping customers get set up quickly, adopt core workflows early, and activate within the onboarding call whenever possible. You will play an important role in creating speed-to-value while delivering a strong customer experience through basic setup, accounting software integrations, best practices, and overall platform startup. Meet with newly signed customers to guide them through onboarding and drive activation within the call whenever possible Deliver a high-quality onboarding experience that prioritizes speed, simplicity, and customer confidence Support customers across both AP and Spend & Expense with basic setup and initial platform configuration Help customers complete accounting software integrations and understand key setup requirements Educate customers on onboarding best practices, core workflows, and how to get started successfully Drive early product adoption by helping customers launch quickly and use the platform effectively Identify customer questions, risks, or blockers in real time and work quickly to keep onboarding moving Partner closely with Sales, Customer Success, Support, and other cross-functional teams to ensure a smooth customer experience Maintain accurate system documentation and clear notes throughout the onboarding process Reinforce a consistent, scalable onboarding motion that supports both customer outcomes and business growth What you'll be doing Manage day-to-day onboarding conversations with newly signed customers across AP/AR and S&E Guide customers through initial setup, integrations, and startup activities with quality and urgency Help customers understand how to use the platform and adopt core workflows as quickly as possible Deliver clear, confident communication that creates a positive and efficient onboarding experience Surface risks, issues, and customer needs early to help improve onboarding success Support organizational initiatives tied to platform adoption, activation, and scalable onboarding execution Contribute feedback on customer pain points, process gaps, and opportunities to improve the onboarding journey We’d love to chat if you have: 2+ years of customer-facing experience in onboarding, implementation, account management, customer success, or a similar role A bachelor’s degree Experience supporting customers in a fast-paced environment with a strong focus on customer experience Strong communication skills and the ability to build trust quickly with customers Experience guiding customers through setup, integrations, or product adoption conversations A track record of helping customers take action quickly and achieve early success Strong organizational skills and attention to detail in managing customer interactions and documentation Comfort working across multiple products, processes, and customer needs Experience in SaaS, fintech, or financial software is preferred Familiarity with AP, spend management, accounting software, or related workflows 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. 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 below. 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 estimated salary ranges noted below roles in the specific geographic zones Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County $75,000 — $90,000 USD Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts $67,500 — $81,000 USD Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania $63,800 — $76,500 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
Meet with newly signed customers to guide them through onboarding and drive activation within the call whenever possible
Deliver a high-quality onboarding experience that prioritizes speed, simplicity, and customer confidence
Support customers across both AP and Spend & Expense with basic setup and initial platform configuration
Help customers complete accounting software integrations and understand key setup requirements
Educate customers on onboarding best practices, core workflows, and how to get started successfully
Drive early product adoption by helping customers launch quickly and use the platform effectively
Identify customer questions, risks, or blockers in real time and work quickly to keep onboarding moving
Partner closely with Sales, Customer Success, Support, and other cross-functional teams to ensure a smooth customer experience
Maintain accurate system documentation and clear notes throughout the onboarding process
Reinforce a consistent, scalable onboarding motion that supports both customer outcomes and business growth
What you'll be doing
Manage day-to-day onboarding conversations with newly signed customers across AP/AR and S&E
Guide customers through initial setup, integrations, and startup activities with quality and urgency
Help customers understand how to use the platform and adopt core workflows as quickly as possible
Deliver clear, confident communication that creates a positive and efficient onboarding experience
Surface risks, issues, and customer needs early to help improve onboarding success
Support organizational initiatives tied to platform adoption, activation, and scalable onboarding execution
Contribute feedback on customer pain points, process gaps, and opportunities to improve the onboarding journey
2+ years of customer-facing experience in onboarding, implementation, account management, customer success, or a similar role
A bachelor’s degree

Nice-to-haves

Experience in SaaS, fintech, or financial software is preferred
Familiarity with AP, spend management, accounting software, or related workflows is a plus

Application prep

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

Keywords to mirror

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Wellness