About InvoiceCloud:
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com.
- Builds trusted, long-term relationships with insurance carriers by proactively understanding their business goals, workflows, and operational challenges.
- Develops familiarity with carrier systems, policy admin workflows, and claims/payment processes to tailor guidance effectively.
- Identifies early signals of churn risk or dissatisfaction and acts quickly to restore confidence and strengthen engagement.
- Delivers clear, empathetic communication across all channels—virtual, written, and in person—adapting tone and style to suit carrier stakeholders at varying levels.
- Applies insurance industry best practices to help carriers modernize their digital payment strategy and customer experience.
- Cultivates relationships that result in reference participation, case studies, and public advocacy.
- Designs and executes strategies that materially improve digital payment adoption (AutoPay, paperless billing, online payments) within insurance workflows.
- Drives measurable improvements in retention, revenue contribution, usage of InvoiceCloud features, and client satisfaction.
- Identifies upsell or cross-sell opportunities aligned with carrier needs and produces actionable customer success qualified leads.
- Uses Salesforce, adoption metrics, and other reporting tools to evaluate account performance and create targeted plans.
- Maintains disciplined focus on achieving portfolio goals related to renewals, adoption metrics, reference growth, and revenue expansion.
- Leverages understanding of the insurance vertical to contextualize performance trends and inform account strategy.
- Manages all aspects of assigned carrier relationships, ensuring proactive engagement, timely follow-up, and strong delivery against commitments.
- Builds a working technical understanding of each carrier’s implementation, integrations, and data flows to effectively diagnose or escalate issues.
- Documents account history, conversations, insights, and future plans to ensure continuity and operational excellence.
- Anticipates client needs, proposes solutions, and independently initiates actions that support long-term success.
- Uses sound judgment and autonomy to navigate complex situations, representing InvoiceCloud with professionalism and credibility.
- Establishes scalable engagement cadences to effectively support a portfolio of carrier clients.
- Uses dashboards, reporting tools, and Salesforce workflows to prioritize outreach and manage portfolio demands.
- Applies strong organizational skills to manage multiple initiatives simultaneously while maintaining high responsiveness.
- Identifies bottlenecks, process gaps, or workflow inefficiencies—either within client operations or internal teams—and presents structured recommendations for improvement.
- Leverages automation, templates, and repeatable playbooks to increase productivity and ensure consistent, high-quality communication.
- Brings creative thinking to carrier challenges by analyzing trends, identifying adoption barriers, and recommending new strategies.
- Shares emerging insurance industry insights and digital engagement best practices to modernize carrier experiences.
- Uses AI-assisted tools to enhance account insights, accelerate communication, and identify new opportunities for optimization.
- Suggests enhancements to InvoiceCloud features or programs based on client feedback and vertical-specific needs.
- Experiments with new engagement methods or reporting formats to elevate the carrier experience and drive stronger outcomes.
- Strong relationship management experience with a track record of driving retention and growth
- Insurance industry experience or familiarity with carrier operations, workflows, or core systems strongly preferred
- Experience with electronic billing, payments, merchant services, or SaaS solutions is highly beneficial
- Outstanding verbal, written, presentation, and interpersonal communication skills
- Customer-driven, results-oriented, and able to operate with urgency and precision
- Strong organizational, time-management, and planning skills
- Demonstrated ability to work independently and manage multiple priorities
- Proficiency with Microsoft Office tools and Salesforce
We offer a competitive benefits program including:
- Medical, dental, vision, life & disability insurance
- 401(k) plan with company match
- Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
- Mental health resources
- Paid parental leave & Backup Care
- Tuition reimbursement
- Employee Resource Groups (ERGs)
Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.
InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws.
This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training.
If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact [email protected].
Click here to review InvoiceCloud’s Job Applicant Privacy Policy.
For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.
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What We Do
InvoiceCloud provides a complete, simple, and secure electronic bill presentment and payment solution. Our SaaS platform provides flexible and always-up-to-date online payment solutions that can be configured to meet the unique needs of your organization. And our simple-to-use interface engages customers throughout the payment process to deliver your highest ever e-payment adoption rates.
