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Migrations Consultant

Remote:

Full Remote

Contract:

Full time

Salary:

57 - 72K yearly

Experience:

Mid-level (2-5 years)

Work from:

California (USA), Utah (USA), United States

Offer summary

Qualifications:

Bachelor's degree in Engineering, MIS, Accounting, or Business Administration, Minimum 4 years in technical customer management role (SaaS preferably Fintech), Intermediate Microsoft Excel skills, Foundational SaaS product and Accounting Software sync knowledge, Experience in project management and customer advocacy.

Key responsabilities:

Support clients migrating their accounting software connections
Provide accurate guidance and troubleshooting via calls
Develop and maintain documentation and best practices
Cross-sell additional products to clients ensuring full product utilization
Handle additional duties and projects as assigned

BILL Large https://www.bill.com/

1001 - 5000 Employees

See more BILL offers

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

At BILL, we listen, learn, and lead—fostering collaboration and a drive for continuous growth. We’re committed to building a diverse and inclusive workplace that values each person’s unique skills and experiences. Even if you don’t meet every requirement, 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

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

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 that values diversity and inclusion. 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.