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Implementation Consultant - SMB



draper, ut, usa
Posted on Wednesday, September 13, 2023

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.

As a leading provider of cloud-based software that simplifies, digitizes, and automates complex, financial operations for small and midsize businesses, has grown with an entrepreneurial spirit that pursues continuous innovation. We’re driven by the belief that our technology can make a meaningful difference for small to midsize businesses.

We’re building the financial operations platform of the future to be used by millions worldwide. We have operations in San Jose, CA Draper, UT, Houston, TX and Sydney, AUS and are continuing to expand into other geographic locations. We’re partners with iconic US financial institutions and more than 80% of major accounting firms. If you’re looking for a place that helps you do the best work of your career, look no further than

Make your impact within a rapidly growing Fintech Company

As an Implementation Specialist, you will be responsible for bringing your expertise to provide a range of 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 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 guidance to best practices. You will also act as a customer advocate for product features and requirements.


  • Provide single account Welcome sessions for new BILL clients to help setup and utilize their BILL account
  • Independently deliver QuickBooks Online, QuickBooks for Windows, Xero, and Import/Export Welcome sessions
  • Train customers on how to leverage BILL to automate their Accounts Payable/Receivable processes
  • Provide additional follow up/training appointments if needed to ensure the successful Accounting Software integration - troubleshoot technical issues when needed
  • Attendance greater than 90% on scheduled calls and CSAT rating greater than 90%
  • Collaborate with our direct SMB Sales Executives to ensure proper handoff

We’d love to chat if you have:

  • Minimum of 1-3 years of delivering Implementations in a fast pace environment
  • In-depth product knowledge of Accounting Software Sync (QuickBooks Online, QuickBooks for Windows, Xero, and Import/Export) with 3 months of Sync experience preferred
  • High volume software support experience via email and phone
  • 2 or more years experience with CRM systems & related applications (Zendesk, Salesforce, Five9, Zoom)
  • Prior experience supporting customers in a Software as a Service (SaaS) environment
  • Prior financial technology experience (B2B preferred)
  • Prior accounting experience highly desirable
  • Prior customer service experience supporting customers via telephone
  • Expert Application BILL Product Knowledge
  • Foundational product knowledge of Accounting Software Sync
  • Comfort interfacing with accounting specialists and managers in small/medium size organizations
  • Proven ability to maintain focus and work effectively with multiple demands
  • 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 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
  • Will to work on additional tasks based on the business needs
  • Ability to work independently and complete tasks daily during your scheduled shift
  • Meticulous attention to detail and sense of pride in work

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


For positions that are in office we support a hybrid work environment with on-site and remote work days. Check out our LinkedIn Life Page for each location and Discover BILL.

We live our culture and values every day

At BILL, we’re different by design—it's our culture. Our CEO is a trusted entrepreneur who lives our cultural values: Humble, Authentic, Passionate, Accountable, and Fun. People here love being their authentic selves, contributing unique experiences, sharing ideas, perspectives, and intellectual curiosity. We celebrate our diversity as the heart and soul of how we work, grow, and succeed together. Inspiring people with meaningful career experiences they love really does make the dream work and our successes just keep getting better. There’s no limit to what we can build and where we can go from here. We’d love you to join us.

BILL is proudly an Equal Opportunity Employer where everyone is welcome. Our innovation and technology are inspired by an inclusive culture unlike any other. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day.

BILL Culture:

  • Humble - We check our egos at the door. We are curious. We listen, accept feedback.
  • Authentic - We earn and show trust by being real—embracing our authentic selves.
  • Passionate - We care deeply about each other and our customers.
  • Accountable - We are duty-bound to each other, our customers, and society.
  • Fun - We wrap it all together by building connections and enjoying time spent together.

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