Technical Integration Specialist

United States Digital Space LLC; United States; Hybrid; USD 59,000 - 83,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid holidays

Job summary

BILL is hiring for a consultative migration specialist to guide customers through the full lifecycle from discovery to post‑migration enablement. You will translate complex technical details into clear guidance for CFOs and other execs, ensuring readiness and alignment throughout the project.

The role emphasizes customer relationships, cross‑team collaboration with Customer Success, and the ability to drive successful outcomes in a fast-paced FinTech environment in the United States.

Qualifications

• 2+ years in a consultative customer-facing role: implementation, onboarding, customer success, or solutions consulting.
• Strong discovery and needs-assessment instincts; comfortable asking probing questions.
• Ability to prescribe solutions based on customer context rather than fixed playbooks.

Responsibilities

• Lead discovery conversations to understand customer environments, workflows, and migration goals before prescribing a path
• Run full-cycle migration consultations via Zoom: scope, recommend, execute, and close
• Translate complex technical information into clear, actionable guidance for non-technical and executive stakeholders
• Confirm customer readiness, prerequisites, scope, and definition of done before execution
• Partner with Customer Success and other teams to ensure the customer arrives prepared and the receiving team has context after migration
• Validate the migration outcome, resolve or document remaining risks, and close the engagement with clear next steps
• Complete required SOW, billing, documentation, and system updates for each migration
• Identify product adoption, retention, or expansion opportunities during conversations and hand off to the right team
• Maintain project documentation and adhere to SLAs for triage, scheduling, follow-up, and queue hygiene
• Resolve sync errors and coach customers on post-migration workflows for independence
• Contribute to process improvement by sharing patterns from customer interactions

Skills

Consultative customer-facing

Discovery & needs assessment

Prescribe solutions based on context

Executive communication

Multi‑project management

Attention to detail

Accounting software experience

Tools

Salesforce

Asana

Zendesk

QuickBooks Desktop

QuickBooks Online

Xero

Rillet

Job description

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. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, 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.

Make your impact at a leading Fintech Company

The Sync Migrations team is part of BILL's Customer Solutions organization. We guide customers through the process of reconfiguring their accounting software sync connection, managing the full lifecycle from discovery and consultation through technical execution and post-migration enablement.

This is a consultative role. Success looks like understanding the customer's specific situation and desired outcomes, then prescribing the right path forward. The ideal candidate is as comfortable facilitating a discovery conversation with a CFO as they are executing the technical steps of a migration. We are not looking for someone who treats migrations as a service-level task to complete; we are looking for someone who treats them as customer relationships to build.

Key Responsibilities

• Lead discovery conversations to understand customer environments, workflows, and migration goals before prescribing a path

• Run full-cycle migration consultations via Zoom: scope, recommend, execute, and close

• Translate complex technical information into clear, actionable guidance for non-technical and executive stakeholders

• Confirm customer readiness, required prerequisites, scope, and definition of done before execution

• Partner with Customer Success and other customer‑owning teams to ensure the customer arrives prepared and the receiving team has the context needed after migration

• Validate the migration outcome, resolve or document remaining risks, and close the engagement with clear customer and internal next steps

• Complete required SOW, billing, documentation, and system updates so each migration is operationally and commercially closed

• Identify relevant product adoption, retention, or expansion opportunities during customer conversations and provide a clear, documented handoff to the appropriate team

• Maintain accurate project documentation in the required systems; adhere to defined SLAs for triage, scheduling, follow-up, customer communication, and queue hygiene

• Resolve sync errors proactively and coach customers on post‑migration workflows to ensure they can operate independently

• Contribute to process improvement and share patterns from customer interactions with the team

We’d love to chat if you have:

• 2+ years in a consultative customer‑facing role: implementation, onboarding, customer success, or solutions consulting

• Strong discovery and needs‑assessment instincts; comfortable asking probing questions that surface what the customer actually needs, not just what they say they want

• Ability to prescribe solutions based on customer context rather than defaulting to a fixed playbook or deferring decisions back to the customer

• Confidence facilitating conversations with executives and C‑level stakeholders

• Strong written and verbal communication with the ability to adapt style for technical and non‑technical audiences

• Detail orientation and comfort managing multiple concurrent projects in a fast‑paced environment

• Experience with accounting software (QuickBooks Desktop, QuickBooks Online, Xero, Rillet) is a plus

• Familiarity with Salesforce, Asana, or Zendesk is helpful

*Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

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 below. 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. The estimated salary ranges noted below roles in the specific geographic zones

Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County

$68,640—$83,200 USD

Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts

$62,400—$74,880 USD

Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania

$58,240—$70,720 USD

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