Customer Success Architect

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

Benefits offered by this job

Medical, dental, vision

401(k) match

Home office setup allowance

Mental health resources

Job summary

BillingPlatform is a leading SaaS company delivering a cloud-based revenue lifecycle platform used by global enterprises to automate quote-to-cash processes.

The role focuses on acting as a trusted technical advisor, translating complex concepts into business value, and shaping transformation roadmaps with executives across finance and operations.

Qualifications

• 4+ years in a Customer Success Architect, Technical Account Manager, Solution Architect, or similar enterprise software/SaaS role.
• Strong ability to communicate complex technical and financial concepts to senior executives, including CFOs/VPs of Finance.
• Willingness to travel and collaborate across multiple teams to drive customer success.

Responsibilities

• Build strong customer relationships and act as a trusted technical advisor at all levels.
• Partner with Customer Success to develop and execute success plans with clear objectives and requirements.
• Help customers optimize BillingPlatform usage through performance monitoring and best practices.
• Serve as the primary technical contact for governance meetings and strategic discussions.
• Translate platform capabilities into clear business value for stakeholders.
• Develop transformation roadmaps with customer leadership and align with strategic priorities.
• Coordinate with Support, Product, Engineering, and Professional Services to resolve complex issues.
• Drive product adoption via demos, guidance, and alignment with customer goals.
• Provide actionable customer feedback to Product and Engineering to inform roadmaps.

Skills

SQL

Finance knowledge

Communication

Tools

AI tools

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.

Key Responsibilities

• Build strong customer relationships and serve as a trusted technical advisor across all levels of the organization.
• Partner with Customer Success Managers to develop and execute 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 for 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.
• Coordinate with Support, Product, Engineering, and Professional Services to resolve complex technical issues.
• Drive adoption through product demonstrations, technical guidance, innovation, and strategic alignment.
• Provide structured, actionable customer feedback to Product and Engineering.

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 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, including 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 to senior finance executives, including CFOs and VPs of Finance.
• Ability to collaborate effectively across Customer Success, Support, Product, Engineering, and Professional Services.
• Willingness to travel.

Benefits

• 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 is an equal opportunity employer and does not discriminate based on any characteristic protected by applicable federal, state, or local law.