Customer Success Architect

Billing Platform is an industry-leading, fast-growing SaaS company. Our award-winning, cloud-based revenue lifecycle management platform is leveraged by leading global enterprises to automate and streamline the entire quote-to-cash process.

Backed by leading private equity firms FTV Capital and Columbia Capital, we have achieved remarkable industry recognition for growth, including being listed for the fifth consecutive year on Deloitte’s Technology Fast 500™ list of fastest-growing technology companies and ranked on the Inc. 5000 list for five years running.

Our ability to innovate market-leading solutions has been validated by all major industry analyst firms, including being named a Leader in the first-ever Gartner® Magic Quadrant™ for Recurring Billing Applications and being recognized as the Leader in Forrester Research’s The Forrester Wave™:
SaaS Recurring Billing Solutions. To learn more about us, visit

The Customer Success Architect is a key member of our Customer Success organization, serving as a trusted technical and strategic advisor to Billing Platform’s customers.

The Customer Success Architect combines strong technical expertise with a consultative approach, building relationships across customer organizations from end users to C-suite executives. The role serves as a bridge between customer business objectives, technical requirements, and Billing Platform’s product capabilities.

• Build strong relationships with customers and serve as a trusted technical advisor across all levels of the organization.
• Partner with Customer Success Managers to develop and execute comprehensive customer success plans with clear business objectives, technical requirements, and action plans.
• Help customers optimize their use of Billing Platform through proactive performance monitoring, strategic discussions, and platform best practices.
• Serve as the primary technical contact during customer calls, governance meetings, and strategic discussions.
• Translate complex technical concepts and platform capabilities into clear business value for customer stakeholders.
• Partner with customer leadership to develop transformation roadmaps and strategic plans.
• Identify business process improvements, technical enhancements, and enablement opportunities based on customer needs.
• Evaluate customer requirements and technical challenges and recommend solutions based on risks, benefits, platform capabilities, and best practices.
• Coordinate with Support, Product, Engineering, and Professional Services to drive resolution of complex technical issues.
• Drive adoption through product demonstrations, technical guidance, innovation, and strategic customer alignment.
• Communicate relevant application, infrastructure, and product changes to customers.
• Surface structured, actionable customer feedback to Product and Engineering teams.

• 4+ years of experience in a Customer Success Architect, Technical Account Manager, Solution Architect, or similar customer-facing technical role within enterprise software or SaaS.
• Demonstrated experience building and maintaining strategic customer relationships with a strong technical focus.
• Strong accounting or finance background, with a solid understanding of financial processes, data, and reporting.
• Working knowledge of SQL and basic coding concepts, with the ability to build formulas, create reports, leverage AI tools, and evaluate the accuracy and quality of AI-generated outputs.
• Proven ability to communicate complex technical and financial concepts effectively with senior finance executives, including CFOs, VPs of Finance, and other business leaders.
• Ability to collaborate effectively across Customer Success, Support, Product, Engineering, and…