Migrations Consultant

ontinuing 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

We are looking for an experienced, dedicated and passionate individual to join the Migrations team. The Sync Migration Consultant is responsible for supporting our clients who are switching their sync connection from one accounting software to another. This role requires a customer service oriented mentality, a high sense of ownership and dependability, with a focus on delivering projects on time. The Sync Migrations Consultant will also establish and maintain customer communication with our clients to keep them updated with the status of their projects.

We'd love to chat if you have:

• Assist clients migrating their sync via telephone/zoom call. Provide guidance, instruction, and troubleshooting in an accurate and timely format.
• Contribute to the development, documentation and maintenance of SOP's, knowledge base articles, best practices and customer service guidelines.
• Make recommendations for process improvement and training opportunities.
• Request for the creation and update of knowledge base articles based on team member questions and customer needs.
• Ensure that clients are using the product to is full potential by cross selling Ad Valorem products to clients
• Additional responsibilities, duties, and projects as assigned.

We'd love to chat if you have:

• Bachelors from an accredited university - preferably in the areas of Engineering/MIS, Accounting, or business administration
• Minimum of 4 years experience working in a technical customer management role with a software/SaaS company. (Fintech preferred)
• Intermediate Microsoft Excel skills
• Foundational Software as a Service (SaaS) product knowledge, preferably within Fintech
• Foundational knowledge of Accounting Software Sync with 6 months of Sync experience
• Ability to develop and execute customer-focused, consultative skills to solve complex problems
• A seasoned, experienced professional with a full understanding of design-build processes, project management and customer advocacy.
• 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
• Strives in a fast-paced work environment
• Meticulous attention to detail and sense of pride in work
• Comfortable interfacing with executives and c-level staff
• Proven ability to maintain focus and work effectively with multiple demands
• Ability to work as part of a team to accomplish tasks

The On Target Earnings (OTE) range for this role is noted below for our office location in Draper, UT. 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.

Draper UT pay range

$57,200-$72,259 USD

Let's talk about benefits

• 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

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.

Our promise to our candidates is to be transparent, diligent, and engaging while guiding individuals through each step of our hiring process. At BILL we strive to achieve an inclusive and positive candidate experience that aligns with our core values and focuses on diversity.

If you require a reasonable accommodation for your application, interviews, or another aspect of the hiring process, please contact [email protected].

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.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants