Bill Pay Relationship Manager
New
Based in the United StatesFull-TimeSenior
Salary$100,000 to $115,000 annually
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Job Details
- Experience
- 7–12 years
- Required Skills
- AccountingRelationship managementBookkeeping
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- 7–12 years of experience in bookkeeping, accounting, financial operations, or a related discipline.
- Proven experience supporting high-net-worth or ultra-high-net-worth clients in a client service or relationship management capacity.
- Strong understanding of accounts payable processes, bookkeeping practices, and financial reporting.
- Working knowledge of BILL.com and QuickBooks Online is strongly preferred.
- Exceptional written and verbal communication skills with the ability to build trusted relationships with sophisticated clients and stakeholders.
- High level of professionalism, integrity, and discretion when handling confidential financial information.
- Outstanding organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong attention to detail, problem-solving capabilities, and a proactive, continuous improvement mindset.
- Collaborative approach with the ability to work effectively across teams and functions.
Responsibilities
- Manage a portfolio of approximately 10–15 high-net-worth and ultra-high-net-worth client relationships, serving as the primary point of contact for bill pay and bookkeeping services.
- Deliver exceptional client service through timely transaction processing, recurring reporting, and customized financial reporting requests.
- Partner with advisory teams to understand client needs and provide guidance on best practices related to accounts payable and financial administration services.
- Lead onboarding initiatives by collaborating with clients and internal stakeholders to establish efficient service structures and operational processes.
- Oversee bill payment activities and coordinate with external vendors and internal teams to ensure seamless execution.
- Provide oversight of bookkeeping activities, ensuring accurate reconciliations and maintenance of books and records for clients and related entities.
- Maintain accountability for service delivery standards and continuously seek opportunities to improve operational efficiency and client satisfaction.
- Collaborate across multiple teams to ensure consistent execution and a superior client experience.
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