Risk Portfolio Experience Manager - Remote

Overview

Join BILL’s Risk Portfolio Management team, where we aim to optimize and enhance the Risk Experience for our customers. As a Risk Portfolio Experience Manager, you will play a key role in developing KPIs and reporting mechanisms to monitor and improve the risk experience across BILL’s platforms.

In Short

• KPI Development & Monitoring: Design, implement, and maintain KPIs to measure the effectiveness and efficiency of BILL’s Risk Experience.
• Data Analysis & Reporting: Extract, analyze, and synthesize data from various sources—including SQL, Excel, Google Sheets, and Tableau—to generate meaningful insights and dashboards.
• Efficiency & Automation: Identify opportunities to streamline data sourcing and utilize platforms that enable real-time reporting and self-service.
• Cross-Functional Collaboration: Work closely with Product, Risk, Compliance, and Operational teams to align on risk experience drivers, identify pain points, develop KPIs, share insights, and prioritize improvements.
• Stakeholder Communication: Deliver clear, concise, and actionable reports and recommendations to senior leaders and cross-functional partners.
• Process Improvement: Continuously refine reporting processes and systems to enhance scalability, efficiency, and impact.
• Data Storytelling & Visualization: Create visually compelling dashboards and presentations that leverage data storytelling techniques to drive deeper topic explorations and influence partners and decision-makers.
• Insight Generation & Strategy: Use data analysis to identify trends, uncover opportunities, and provide strategic recommendations that enhance the risk experience and drive business decisions.

Requirements

• 3–5 years of experience in risk management, preferably in risk experience, data analytics, and reporting within fintech, financial services, or a related field.
• Bachelor’s degree in Business, Data Analytics, Finance, or a related field, or 5 years of equivalent experience in a similar role.
• Advanced proficiency in Excel, Google Sheets (Google Suite), and data visualization tools like Tableau.
• Strong SQL skills with the ability to synthesize complex data into clear, impactful reports and KPI dashboards.
• Excellent collaboration and influence across cross-functional teams, including Operations, Risk, and Product.
• Exceptional communication skills—both verbal and written—with the ability to present technical insights to non-technical audiences.
• Innovative thinker with a knack for developing creative solutions to complex challenges.
• Highly adaptable in dynamic environments, with the ability to pivot strategies and approaches as needed.
• Strong attention to detail, a focus on process improvement, and a commitment to continuous learning.
• Proactive mindset with a passion for delivering customer-centric solutions.

Benefits

• 100% paid employee 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