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 relationships with clients through proactive engagement, empathy, and clear communication.
- Understands each client’s business model, goals, adoption trends, and operational workflows to deliver tailored guidance.
- Recognizes early signs of risk and acts quickly to maintain satisfaction and prevent churn.
- Adapts communication style based on audience and context, ensuring clarity and alignment.
- Shares industry knowledge and best practices related to billing, payments, and customer engagement.
- Executes strategies that increase digital payment adoption, improve customer experience, and strengthen client retention.
- Drives measurable improvements across revenue influence, portfolio growth, adoption metrics, and client advocacy.
- Identifies upsell and cross-sell opportunities aligned with client objectives and produces high-quality customer success qualified leads.
- Uses Salesforce and internal reporting tools to track performance, analyze trends, and inform client action plans.
- Maintains strong focus on achieving quarterly and annual performance targets.
- Manages the full lifecycle of client engagement, ensuring consistency, follow-through, and proactive planning.
- Investigates client challenges and collaborates across teams to resolve issues effectively.
- Develops technical fluency in client integrations and workflows to guide troubleshooting and effective communication.
- Documents client discussions, action plans, and insights with accuracy to support continuity.
- Operates independently with strong judgment, anticipating client needs and addressing them promptly.
- Establishes scalable communication and engagement cadences to support a diverse book of business.
- Uses data dashboards, analytics, and structured workflows to prioritize activities and maximize impact.
- Applies strong time-management and organizational skills to balance multiple client initiatives simultaneously.
- Identifies operational inefficiencies and provides data-backed recommendations to clients and internal teams.
- Leverages automated tools, templates, and process improvements to enhance delivery and productivity.
- Brings creative strategies to clients that improve adoption, streamline workflows, and strengthen digital performance.
- Shares new insights and best practices informed by industry trends and peer comparisons.
- Uses AI-assisted tools to analyze client data, prepare messaging, and uncover actionable improvements.
- Experiments with new engagement formats and ideas that elevate client experience and support better results.
- Continuously looks for ways to enhance internal processes and customer success delivery.
- Strong relationship management experience with a track record of driving retention and growth
- Experience supporting clients in person and via virtual communication tools (Teams/Zoom)
- Background in electronic billing, payments, merchant services, or related SaaS platforms preferred
- Excellent verbal, written, presentation, and interpersonal communication skills
- Customer-driven and results-oriented, with the ability to influence decision-making
- Strong organizational, planning, and time-management skills
- Experience working independently and managing multiple priorities in a fast-paced environment
- 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.
Skills Required
- Strong relationship management experience with a track record of driving retention and growth
- Experience supporting clients in person and via virtual communication tools (Teams/Zoom)
- Background in electronic billing, payments, merchant services, or related SaaS platforms
- Excellent verbal, written, presentation, and interpersonal communication skills
- Customer-driven and results-oriented, with the ability to influence decision-making
- Strong organizational, planning, and time-management skills
- Experience working independently and managing multiple priorities in a fast-paced environment
- Proficiency with Microsoft Office tools and Salesforce
InvoiceCloud Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about InvoiceCloud and has not been reviewed or approved by InvoiceCloud.
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Leave & Time Off Breadth — Time off is expansive with a flexible time‑off program, paid holidays, Summer/Flexible Fridays, and a full company break between Christmas and New Year’s. This breadth provides meaningful planned downtime and flexibility.
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Parental & Family Support — Family‑building benefits including egg freezing, surrogacy, and adoption reimbursement are available, alongside paid parental leave. No‑cost mental health therapy and coaching further support caregivers and dependents.
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Strong & Reliable Incentives — Sales compensation includes meaningful variable upside with competitive structures across SDR through enterprise roles. This indicates on‑target earnings potential that aligns with market expectations for quota‑bearing roles.
InvoiceCloud Insights
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.
