Scaled Onboarding Specialist
Core
Guide newly signed customers through a fast, high-quality onboarding experience for BILL's Spend & Expense and AP/AR products, ensuring quick activation and platform adoption.
Role type
Customer Success Specialist (Onboarding)
Builds
Customer onboarding journeys and early product adoption for financial automation software
Domain
Fintech / Financial Automation
Deliverable
client delivery
Required skills
Customer-facing experience, onboarding/implementation expertise, cross-functional collaboration, risk identification, documentation management, SaaS product knowledge
Preferred skills
Fintech experience, AP/spend management/accounting software familiarity
Responsibilities
Meet with newly signed customers to guide them through onboarding and drive activation within the call, Support customers across 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, 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
Seniority
Mid-level, hands-on IC