Senior Channel Operations Analyst Lead

Do the best work of your career, helping businesses change the way they manage finances.

As a leading provider of cloud-based software that simplifies, digitizes, and automates complex, financial operations for small and midsize businesses, BILL has grown with an entrepreneurial spirit that pursues continuous innovation. We’re driven by the belief that our technology can make a meaningful difference for small to midsize businesses.

We’re building the financial operations platform of the future to be used by millions worldwide. We have operations in San Jose, CA Draper, UT, Houston, TX and Sydney, AUS and are continuing to expand into other geographic locations. We’re partners with iconic US financial institutions and more than 80% of major accounting firms. If you’re looking for a place that helps you do the best work of  your career, look no further than BILL.

Make your impact within a rapidly growing Fintech Company

We are actively seeking a Channel Operations Lead to support the Channel Sales organization in designing, executing, and measuring its go-to-market strategy. This is a highly visible role that requires partnership with Channel VPs as well as close collaboration with RevOps, Finance, Customer Success, Marketing, Systems and other Operations teams. This role requires you to utilize a broad range of skills on a daily basis including, but not limited to, process improvement, data analysis, and project management. You will be expected to act as a strategic partner to Sales leadership and provide top notch support to our Sales representatives. Communication skills must be impeccable.

You are able to think strategically to develop the definition, measurement, and analysis of metrics, KPIs, and key business processes to support the ongoing growth of the Channel organization. You are comfortable with ambiguity and have the ability to build processes and initiatives from scratch. You take a structured approach to solving complex problems and clearly and concisely communicate results or recommendations with supporting data. Finally, you have strong business partnership skills, demonstrated by the ability to communicate and influence across all levels and functions of the organization.

The position can be located anywhere in the continental United States with a preference for the San Francisco Bay Area or Salt Lake City area.

What You’ll Be Doing:

Strategy & Analysis

  • Develop ongoing sales health metrics, reporting analytics and dashboards in Salesforce. Analyze the health of the business and interpret key performance indicators and performance metrics.
  • Assist in sales capacity management and quota setting process
  • Analyze sales data to provide answers to business questions and recommendations for potential solutions
  • Perform analysis to identify gaps and maximize Channel team productivity and efficiency
  • Partner with leadership to define and execute Channel strategy, policies, processes, and business system requirements


  • Partner closely with the Channel Sales to gather requirements for projects, troubleshoot issues, develop better processes, and bring information back to the rest of the operations team to implement solutions.
  • Proactively identify operational improvements and enhancements to drive increased data quality.
  • Strong ability to prioritize projects to determine what is most impactful for the business
  • Drive operational efficiency and productivity with continuous tools and process improvements.


  • Responsible for building/editing SFDC reports and dashboards for ad hoc requests
  • Provide daily support to field sales for process or tool stack related issues
  • Assist in troubleshooting operational issues as they surface
  • Partner with Sales Enablement to develop training to help peers, partners and users become more effective in their use of the tools

We’d love to chat if you have:

  • 3+ years of Sales Operations, or similar experience
  • Salesforce proficiency: dashboards & reports, sales process design & best practices
  • Analytical skills (comfort with MS excel and/or Google Sheets)
  • Strong communication and relationship building skills
  • Project management and presentation skills
  • Problem solver and able to operate independently with minimal supervision
  • High attention to detail, strong work ethic, a can-do attitude, and an ability to meet tight deadlines
  • Bachelor degree in business, economics, or other quantitative disciplines

How to Stand Out:

  • You’re a self-motivated problem solver
  • You are reliable & responsible
  • Team oriented mindset
  • You are a top-notch communicator
  • You are passionate about developing operational excellence and scalable processes

Let’s talk about benefits

  • 100% paid 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

We live our culture and values every day

At BILL, we’re different by design—it’s our culture. Our CEO is a trusted entrepreneur who lives our cultural values: Humble, Authentic, Passionate, Dedicated, and Fun. People here love being their authentic selves, contributing unique experiences, sharing ideas, perspectives, and intellectual curiosity. We celebrate our diversity as the heart and soul of how we work, grow, and succeed together. Inspiring people with meaningful career experiences they love really does make the dream work and our successes just keep getting better. There’s no limit to what we can build and where we can go from here. We’d love you to join us.

BILL is proudly an Equal Opportunity Employer where everyone is welcome. Our innovation and technology are inspired by an inclusive culture unlike any other. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day.

BILL Culture:

  • Humble – No ego
  • Authentic – We are who we are
  • Passionate – Love what you do
  • Dedicated – To each other and the customer
  • Fun – Celebrate the moments

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  • This position has been filled

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