Customer Success Architect

BillingPlatform; Denver (CO); Remote; USD 140,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability (LTD)

HSA

FSA

401(k) match

Home office setup allowance

Bonus opportunity

Job summary

BillingPlatform is a leading SaaS provider delivering cloud-based revenue lifecycle management to global enterprises. The Customer Success Architect acts as a trusted technical and strategic advisor, bridging customer objectives with BillingPlatform capabilities.

Role requires strong finance background, SQL skills, and proven executive-level communication. Travel to customer sites may be required, with remote capabilities for fully remote work.

Qualifications

• 4+ years in a Customer Success Architect, Technical Account Manager, Solution Architect, or similar role.
• Strong strategic customer relationships with a technical focus.
• Strong accounting or finance background with understanding of financial processes, data, and reporting.
• Working knowledge of SQL and basic coding concepts; ability to build formulas, create reports, and evaluate AI outputs.
• Proven ability to communicate complex technical and financial concepts with senior finance executives (CFOs, VPs of Finance).
• Ability to collaborate across Customer Success, Support, Product, Engineering, and Professional Services teams.
• Willingness to travel.

Responsibilities

• Build strong relationships with customers and serve as a trusted technical advisor across all levels.
• Partner with Customer Success Managers to develop and execute comprehensive success plans with clear objectives.
• Help customers optimize BillingPlatform usage through proactive performance monitoring and best practices.
• Serve as the primary technical contact during customer calls and governance meetings.
• Translate complex concepts into clear business value for stakeholders.
• Develop transformation roadmaps and strategic plans with customer leadership.
• Identify business process improvements and enablement opportunities based on customer needs.
• Evaluate requirements and recommend solutions based on risks, benefits, and platform capabilities.
• Coordinate with Support, Product, Engineering, and Professional Services to resolve complex issues.
• Drive adoption via product demos, guidance, and strategic alignment.
• Communicate relevant changes to customers.
• Surface actionable feedback to Product and Engineering.

Skills

Finance background

SQL

Executive communication

Relationship management

Willingness to travel

Tools

NetSuite

Salesforce

Oracle

Job description

BillingPlatform is an industry-leading, fast-growing SaaS company. Our award-winning, cloud-based revenue lifecycle management platform is leveraged by leading global enterprises to automate and streamline the entire quote-to-cash process.

Backed by leading private equity firms FTV Capital and Columbia Capital, we have achieved remarkable industry recognition for growth, including being listed for the fifth consecutive year on Deloitte’s Technology Fast 500™ list of fastest-growing technology companies and ranked on the Inc. 5000 list for five years running.

Our ability to innovate market-leading solutions has been validated by all major industry analyst firms, including being named a Leader in the first-ever Gartner® Magic Quadrant™ for Recurring Billing Applications and being recognized as the Leader in Forrester Research’s The Forrester Wave™: SaaS Recurring Billing Solutions. To learn more about us, visit billingplatform.com.

Role Description

The Customer Success Architect is a key member of our Customer Success organization, serving as a trusted technical and strategic advisor to BillingPlatform’s customers.

The Customer Success Architect combines strong technical expertise with a consultative approach, building relationships across customer organizations from end users to C-suite executives. The role serves as a bridge between customer business objectives, technical requirements, and BillingPlatform’s product capabilities.

Key Responsibilities

• Build strong relationships with customers and serve as a trusted technical advisor across all levels of the organization.
• Partner with Customer Success Managers to develop and execute comprehensive customer success plans with clear business objectives, technical requirements, and action plans.
• Help customers optimize their use of BillingPlatform through proactive performance monitoring, strategic discussions, and platform best practices.
• Serve as the primary technical contact during customer calls, governance meetings, and strategic discussions.
• Translate complex technical concepts and platform capabilities into clear business value for customer stakeholders.
• Partner with customer leadership to develop transformation roadmaps and strategic plans.
• Identify business process improvements, technical enhancements, and enablement opportunities based on customer needs.
• Evaluate customer requirements and technical challenges and recommend solutions based on risks, benefits, platform capabilities, and best practices.
• Coordinate with Support, Product, Engineering, and Professional Services to drive resolution of complex technical issues.
• Drive adoption through product demonstrations, technical guidance, innovation, and strategic customer alignment.
• Communicate relevant application, infrastructure, and product changes to customers.
• Surface structured, actionable customer feedback to Product and Engineering teams.

Qualifications

• 4+ years of experience in a Customer Success Architect, Technical Account Manager, Solution Architect, or similar customer-facing technical role within enterprise software or SaaS.
• Demonstrated experience building and maintaining strategic customer relationships with a strong technical focus.
• Strong accounting or finance background, with a solid understanding of financial processes, data, and reporting.
• Working knowledge of SQL and basic coding concepts, with the ability to build formulas, create reports, leverage AI tools, and evaluate the accuracy and quality of AI-generated outputs.
• Proven ability to communicate complex technical and financial concepts effectively with senior finance executives, including CFOs, VPs of Finance, and other business leaders.
• Ability to collaborate effectively across Customer Success, Support, Product, Engineering, and Professional Services teams.
• Willingness to travel

Preferred Qualifications

• Experience with NetSuite, Salesforce, Oracle, or similar enterprise platforms.
• Experience in financial services, technology, telecommunications, SaaS, or other complex enterprise environments.
• Advanced knowledge of subscription billing models and revenue recognition principles, including ASC 606 / IFRS 15.
• Experience in client-facing implementation or technology consulting roles.
• Understanding of CPQ (Configure, Price, Quote) processes and systems.
• Familiarity with usage-based billing and mediation concepts.
• Relevant enterprise software certifications or training.
• Competitive compensation with a robust benefits package, including medical, dental, vision, LTD, HSA, FSA, free virtual mental health counseling, and wellness perks.
• Medical insurance coverage effective on the first day of employment.
• 401(k) match that is 100% immediately vested.
• Discretionary and charitable time off program.
• Home office setup allowance for fully remote employees.

Please note that we are unable to provide employment visa sponsorship for this position, now or in the future.

The base salary range for this position is $140,000–$170,000 per year, plus bonus, depending on job-related knowledge, skills, experience, and market location. Salary information is provided in accordance with U.S. pay transparency laws.

BillingPlatform provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law.