Scaled Onboarding Specialist
BILL
| Company | BILL |
| Category | Customer Support |
| Location | United States |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Mid |
| Salary | Not stated by the employer |
| Posted | 21 Jul 2026 |
| Last verified | 10 Aug 2026 |
| Source | Employer ATS (greenhouse) |
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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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 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 skill