Transaction Coordinator

Billd; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Billd, a fast-growing fintech company with headquarters in Austin, TX, seeks an Account Manager to handle day-to-day deal flow from contractors. You will work with customers on material purchases and pay app advances, combining underwriting, customer service, and financial operations.

The ideal candidate has experience in Finance, Lending, and Construction, and thrives on helping customers grow with urgency and high satisfaction.

Qualifications

• 3+ years in underwriting or contract management roles.
• Ability to work in a fast-paced, cross-functional environment.
• Strong customer service and communication skills; urgency in follow-up.

Responsibilities

• Process daily material financing and pay application advance requests; review statements and invoices.
• Provide regular updates to contractor customers, suppliers, and general contractors via email, phone, and text.
• Maintain accounts with up-to-date documents for contractors, projects, and purchases.
• Serve as a point of contact for questions about purchases, Billd product, and financing terms.
• Underwrite purchases and pay apps; set up accounts payable; coordinate with contractors and suppliers for smooth purchasing.

Skills

Underwriting experience

Customer service

Communication

Salesforce

Tools

Salesforce

Box

Microsoft Office

LexisNexis

Experian

Job description

About Billd

Billd is a fast-growing fintech company looking to disrupt a $1.5 trillion industry. We offer first-of-its-kind, industry-leading financial and technology products to empower our customers, commercial subcontractors. We believe in championing the underdog because no one else does.

You will be challenged to bring your best self to Billd and guaranteed to have the most professionally rewarding experiences of your career. We pride our team on being focused, relentless, and driven, but never take ourselves too seriously and love having fun.

As a rapidly growing company, we offer several opportunities for internal growth and career development. We’re committed to the motivated professionals that work at Billd, but don’t just take our word for it. Check out our 4.3 Glassdoor rating to see what our team has to say about working here.

But the praise doesn’t stop there. Some of our awards include:

• 4x Top Private Companies award winner (Austin Business Journal)
• 4x Fastest Growing Companies award winner (Austin Business Journal)
• 4x Top Technology Firm (Construction Executive Magazine)
• 2x Top Tech Employer in Austin (Austin Business Journal)
• 2x Best Places to Work (Forbes, BuiltIn)
• 1x Best CEO Nomination (Austin Business Journal)
• 1x Top 10 Startups in Austin (LinkedIn)

We call our Austin, TX headquarters home. Our dog-friendly office is located downtown and features a fully stocked kitchen, onsite fitness room, and hosts quarterly company-wide events. This role follows an in office Monday-Thursday schedule, with Friday remote(if desired). There is added flexibility available through our work from home allowance. This role is not eligible for fully remote work.

The Role

Billd is looking for an Account Manager to handle a critical part of Billd’s operation: processing and managing the day-to‑day deal flow from contractors. The Account Manager is the heartbeat of the business and works hand in hand with our customers on a daily basis to process their material purchases and pay app advance requests. This role will combine detailed underwriting, customer service, account management, and financial operations. The ideal candidate has experience in Finance, Lending, Customer Success, and/or the Construction industry. Most importantly, the ideal candidate loves helping our customers grow and goes above and beyond to make sure their requests are filled with urgency and a high level of customer satisfaction.

What You’ll Do

• Process daily material financing and pay application advance requests for funding, this includes reviewing purchase statements, checking invoices for accuracy, connecting and setting up new supplier accounts, general contractor account set up and completing critical due diligence steps along the way.
• Daily email, phone, and text updates to our contractor customers, suppliers and general contractors on their purchase statuses.
• Maintain existing accounts to ensure all required documents for existing contractors, projects, and purchase requests are accurate and up to date at any given time.
• Serve as a point of contact to contractors for questions related to their purchases, the Billd product, and financing terms.
• Underwrite the purchase or Pay App, set up accounts payable, and communicate with the contractor, general contractor, and supplier to ensure a seamless purchasing process.
• Work hand in hand with sales and underwriting teams to move purchases through the pipeline for funding.
• Regularly communicate both good and bad news to our contractor customers and suppliers.
• Support and contribute to the department's process improvement.
• Research and record business and personal background checks for all new contractors and effectively triage decisions at the margin that require escalation to administrative review.
• Research contractor and project information through third-party data providers to provide appropriate diligence for all contractors and project.
• Support internal projects; such as internal audits and updates to the internal, contractor, and supplier procedures.

Skills and Qualifications:

• 3+ years in underwriting or contract management roles
• The ability to work in a fast-paced, team-oriented environment across different functional departments includes sales teams, finance, legal and compliance, and customer care.
• Urgency is critical in this role, ability to act with urgency and tactful follow up via phone, email and text
• Excellent customer service and communication skills
• Preferred to have familiarity with technology tools used by the company such as Salesforce, Box, Microsoft Office Suite, LexisNexis, Experian credit reports

Why Billd?

Billd is committed to diversity and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.