Billy - we ❤️ compliance! · 1 week ago
Partner Success Manager, Insurance & Compliance
United States
Full-time
Remote
Entry, Mid Level
2+ years expBilly is a fast-growing technology company building modern software solutions that help construction companies streamline compliance and risk management. The Partner Success Manager is responsible for managing and growing long-term partner relationships, ensuring partners achieve ongoing value from the platform.
ConstructionInsuranceProfessional ServicesReal Estate
Responsibilities
Own the Compliance Lifecycle: Direct the end-to-end documentation process, ensuring all initial customer requirements are met with precision and speed
Documentation Integrity: Rigorously review and audit submitted compliance documents, managing the approval/rejection workflow to maintain high data standards
Risk Mitigation: Proactively verify vendor insurance status on a 90-day cycle to ensure continuous coverage and platform integrity
Diligence & Follow-up: Maintain a high-cadence follow-up process for unsubmitted documents to ensure no gaps in the Billy ecosystem
Strategic Point of Contact: Serve as the trusted daily advisor for clients, resolving inquiries with a focus on "first-contact resolution."
Value Realization: Partner with clients to ensure they are leveraging the full suite of Billy solutions, directly influencing account health and annual renewals
Data-Driven Reporting: Deliver weekly performance metrics and status updates, transforming raw data into clear narratives of account progress
Relationship Expansion: Cultivate professional rapport to identify "voice of the customer" insights, uncovering opportunities for product expansion and platform optimization
Client Advocacy: Monitor and translate customer feedback into actionable insights, collaborating with internal teams to refine the user experience
Process Evolution: Bring a "best-in-class" mindset to the team by challenging the status quo and suggesting operational improvements that drive efficiency
Qualification
Required
2–4 years of experience in account coordination, compliance management, or a high-volume operational role
Operational Precision: A proven track record of managing complex document workflows and meeting deadlines
Communication Excellence: The ability to build rapport with clients while firmly enforcing compliance standards and insurance requirements
Customer Success Mindset: Experience identifying opportunities for product expansion and 'value realization' within existing accounts
Detail Orientation: High comfort level with repetitive, high-stakes tasks like verifying vendor insurance (COIs) and auditing legal documents
Technical Proficiency: Experience using CRMs and data-tracking tools to generate weekly client-facing metric reports
Professional Persistence: Comfortable managing follow-ups and resolving account issues with 'first-contact' urgency
Innovative Thinking: A curious mindset with a desire to challenge the status quo and improve internal team processes
Preferred
Familiarity with standard construction compliance documentation, in an insurance brokerage or carrier setting, construction administrative role, or lender compliance setting
CRIS certification (Construction Risk & Insurance Specialist) strongly preferred
Experience in a remote-first team environment
Benefits
Medical
Dental
Vision
401(k)
Wellness stipend
Unlimited PTO
Company
Billy - we ❤️ compliance!
Billy is a one-stop shop for all your construction compliance needs, including automated collection and verification of certificates of insurance, W9s, business licenses, etc.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$11.25MKey Investors
Shadow VenturesMetaProp
2024-03-29Series Unknown· $4.5M
2023-04-14Seed· $2.5M
2021-06-27Seed· $3.5M
Leadership Team
Nyasha-Harmony Gutsa
Chief Executive Officer
G
Grant Robbins
Co-Founder
Recent News
EIN Presswire
2026-01-16
The French Tech Journal
2024-11-08
Company data provided by crunchbase