Application Process Manager jobs in United States
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BILL · 13 hours ago

Application Process Manager

BILL is a Fintech company focused on empowering businesses through innovative financial tools. The Application Process Manager will facilitate a great customer experience throughout the application process, acting as the primary point of contact for application-related questions and issues while collaborating with cross-functional teams to ensure efficient workflows and compliance.

AppsBillingFinancial ServicesFinTechSaaS
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H1B Sponsor Likelynote

Responsibilities

Collaborate with prospects, sales representatives, and sales managers to ensure applications are completed, signed, and comply with our compliance and risk protocols
Resolve client concerns and deescalate frustrations related to the application process
Gather and compile all necessary prospect information to effectively represent them to risk and underwriting teams
Use discretion to address objections, deciding when to challenge internal teams versus requesting additional information from clients
Understand BILL’s underwriting methods and help determine the best fit for each applicant
Facilitate the risk and underwriting processes by understanding the industries we serve and employing creative problem-solving to successfully assist in completing applications
Meet and collaborate with sales representatives to set strategic goals that ensure quota targets are met
Direct sales representatives on the application process and credit policies
Manage application pipelines and service level agreements (SLAs), assisting in progressing deals through the sign-up process

Qualification

Client relationship managementCredit underwritingCreative problem-solvingBanking experienceKYC/KYB knowledgeIndependent judgmentCommunicationDetail-orientedOrganizational skillsTeam collaboration

Required

Proven experience in using creative problem-solving to minimize risk and maximize revenue
Skilled in gathering sensitive information, processing applications, or conducting audits
Strong ability to effectively solve problems, make decisions, and take action with solid independent judgment
Demonstrated capability to collaborate and build relationships with internal and external stakeholders
Excellent written, verbal, and active listening communication skills
Expertise in client relationship management and customer service, including de-escalation techniques
Exceptionally detail-oriented and organized, ensuring quality and consistency in output
Ability to maintain a professional attitude and work independently with minimal guidance in a fast-paced, ever-changing environment
Skilled communicator and presenter, adept at finding the best fit between applicants and BILL
Experience in banking or loan processing
High attention to detail and comfort working in high-volume, time-sensitive environments where accuracy and consistency matter
Background in credit underwriting, KYC/KYB, payments, or risk in a regulated environment

Benefits

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

Company

BILL is a developer of financial automation software for small and midsize businesses (SMBs).

H1B Sponsorship

BILL has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (92)
2022 (137)
2021 (78)
2020 (56)

Funding

Current Stage
Public Company
Total Funding
$1.48B
Key Investors
Barington Capital GroupStarboard ValueFranklin Templeton
2025-12-04Post Ipo Equity
2025-09-04Post Ipo Equity
2024-12-04Post Ipo Debt· $1.2B

Leadership Team

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René Lacerte
CEO & Founder
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Ken Moss
Chief Technology Officer
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Company data provided by crunchbase