Application Process Manager

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 thrive. 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. 

BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. We have operations in San Jose, CA, Draper, UT, Houston, TX and are continuing 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.

In this position you will help facilitate a great customer experience throughout the application process, while allowing sales representatives to focus on selling the BILL S&E product.

Make your impact within a rapidly growing Fintech Company

• Collaborate with prospects, sales representatives, and sales managers to ensure applications are completed, signed, and comply with our compliance and risk protocols.
• Resolve client concerns and deescalate frustrations related to the application process.
• Gather and compile all necessary prospect information to effectively represent them to risk and underwriting teams.
• Use discretion to address objections, deciding when to challenge internal teams versus requesting additional information from clients.
• Understand BILL’s underwriting methods and help determine the best fit for each applicant.
• Facilitate the risk and underwriting processes by understanding the industries we serve and employing creative problem-solving to successfully assist in completing applications.
• Meet and collaborate with sales representatives to set strategic goals that ensure quota targets are met.  Direct sales representatives on the application process and credit policies.
• Manage application pipelines and service level agreements (SLAs), assisting in progressing deals through the sign-up process.

We’d love to chat if you have:

•  Proven experience in using creative problem-solving to minimize risk and maximize revenue.
•  Skilled in gathering sensitive information, processing applications, or conducting audits.
• Strong ability to effectively solve problems, make decisions, and take action with solid independent judgment.
• Demonstrated capability to collaborate and build relationships with internal and external stakeholders.
• Excellent written, verbal, and active listening communication skills.
• Expertise in client relationship management and customer service, including de-escalation techniques.
• Exceptionally detail-oriented and organized, ensuring quality and consistency in output.
• Ability to maintain a professional attitude and work independently with minimal guidance in a fast-paced, ever-changing environment.
• Skilled communicator and presenter, adept at finding the best fit between applicants and BILL.
• Experience in banking or loan processing.

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$46,900—$55,700 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