Customer Care Specialist

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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. We're remote-first, with office spaces in San Jose, CA and Draper, UT — and opportunities to connect in person when it counts.

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.

• Do the best work of your career as a champion for small and mid-size businesses.

BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management.

With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms.

Mission

The Senior Dedicated Premium Advisor is a critical senior individual contributor within the CXO organization, built to deliver the highest level of elevated, high-touch support for BILL’s most strategic accounting partners.

This role goes beyond dedicated relationship ownership by serving as a trusted advisor, escalation owner, and last line of defense for the most complex, sensitive, and high-business-impact customer situations across AP/AR and Spend & Expense.

Through expert judgment, consultative guidance, and end-to-end accountability, the Senior Dedicated Premium Advisor reduces customer effort, protects trust, and improves long-term firm outcomes while also helping raise the bar for the broader Premium experience through peer support, workflow improvement, and stronger support motions.

Key job functions:

• Help reduce Tier 3 consult volume by independently resolving advanced customer issues when appropriate and identifying repeat drivers that can be addressed through better guidance, workflow improvements, and proactive customer education.
• Monitor customer patterns, contact trends, and friction points to surface risks early and recommend actions that improve customer health, reduce repeat effort, and strengthen the Premium experience.
• Lead higher-value proactive touchpoints for strategic firms, including consultative follow-up, workflow optimization conversations, and customer-ready recommendations that go beyond reactive support.
• Serve as a steady escalation anchor for highly sensitive or ambiguous customer situations, partnering cross-functionally to drive clarity, momentum, and strong customer outcomes

We’d love to chat if you have:

• 5+ years of experience in customer support, customer experience, strategic account support, or a related field, ideally in a complex B2B, SaaS, fintech, payments, or accounting-related environment.
• Demonstrated success supporting high-value, strategic, or white-glove customer segments with a high degree of ownership, sound judgment, and consistent follow-through.
• Experience independently managing complex, high-risk, or escalated customer situations with professionalism, urgency, and strong written and verbal communication.
• A consultative and proactive mindset that goes beyond issue resolution to identify risk, optimize workflows, reduce customer effort, and improve long-term outcomes.
• Strong experience navigating complex product workflows, customer needs, and business context across multiple workstreams; AP/AR and Spend & Expense experience is strongly preferred.
• Proficiency in CRM systems such as Salesforce, along with strong documentation habits, prioritization skills, and the ability to manage multiple high-touch priorities in a fast-moving environment.
• A track record of strengthening the broader team experience through thoughtful partnership, knowledge sharing, sound judgment, or workflow improvement, even without formal people leadership.

Competencies (Attributes needed to be successful in this role):

• Strategic Customer Ownership - Builds trust with high-value firms through strong judgment, accountability, and consistent follow-through across complex, high-touch customer engagements.
• Consultative Communication - Communicates clearly, professionally, and with strong business context, adapting to the audience while reinforcing confidence in every written, verbal, and customer-facing interaction.
• Elevated Customer Partnership - Understands customer goals, pain points, and business impact, and uses that context to deliver a proactive, relationship-based support experience that goes beyond transactional issue handling.
• Advanced Problem Solving and Judgment - Navigates complex, sensitive, or high-risk situations with calm decision-making, strong product knowledge, and the ability to drive durable solutions.
• Proactive Risk Identification - Anticipates friction, identifies patterns, and takes action to reduce customer effort, prevent repeat issues, and improve long-term outcomes.
• Cross-Functional Agility - Works effectively across pods, products, and internal partner teams, balancing competing priorities while maintaining a seamless customer experience.
• Operational Discipline - Maintains strong documentation, organization, and prioritization habits while managing multiple high-touch customer needs in a fast-moving environment.
• Influence Through Partnership - Strengthens the broader team through thoughtful collaboration, knowledge sharing, workflow improvement, and sound judgment, without relying on formal people leadership.

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. 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 . To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification.

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