Provider Success Specialist - Account Manager

Seattle or Remote | Account Management | Full-time | Partially remote


Join one of the world's fastest growing fintech startups! We're looking for smart, motivated team members who want to change the way people pay their bills, helping them to improve their financial success.

Who We Are


Each year U.S. households spend over $4.4 trillion - about one third of all consumer spending - on recurring bill payments. While staying on top of these bills is the single largest determinant for consumer financial health, organizing and paying them can be a time-consuming and frustrating chore. Since its inception, doxo has been on a mission to simplify and reduce the anxiety of staying on top of bills, empowering consumers to improve their financial health. Our company was founded on the simple idea that there should be an easy and more secure way for consumers to pay all of their bills through a single account, with any payment method, on any device. 

As consumers shifted more bill payments online and to mobile over the past year, doxo has experienced rapid growth. To date, we have helped over six million users deliver payments to more than 100,000 local and national businesses, making doxo the largest bill pay network in the nation. In 2021, doxo was named by both BuiltIn and Comparably as a best place to work in Seattle, and was also recognized as one of Inc. Magazine’s 5000 fastest-growing private companies. Come join us as we grow the team to further accelerate growth, forever changing the bill pay landscape to focus on the customer.

Why We are Different


doxo is unique in that we have already found product/market fit and that our service is filling an important market need every day. But we are still small enough that every employee, no matter their position, can make a meaningful impact. Because transparency is a priority at all levels across the organization, we are all aware of how our work contributes to the success of our business as a whole. We are agile and work hard to solve difficult problems quickly. We work as a team to get things done and mentor individuals to get to the next level in their career. 

The Role


This role is responsible for provider support, adoption, retention, and satisfaction for a given book of accounts. The Provide Success Specialist interacts with providers daily in responding to incoming support requests, build relationships, drive adoption, provide awareness to all available doxo resources and services, and uncover new growth opportunities. Ultimately, this role will be the provider’s trusted advisor to ensure provider success.

The perfect candidate is naturally customer-centric, works with a sense of urgency, takes pride and ownership in their daily contributions, and enjoys wearing many hats during this critical phase of our organization.

Duties & Responsibilities

  • Proactive relationship management and daily support to maintain overall provider health and exceed provider expectations 
  • Perform onboarding activities for new providers to ensure timely and seamless launches
  • Drive growth and adoption through agreed-upon activities to ensure a provider success. These activities include, but are not restricted to: frequent provider outreach, documenting provider’s goals and developing a plan for their success, establishing success metrics, identifying potential roadblocks, and providing relevant recommendations
  • Monitor and report activity, performance, and risk of assigned accounts through data generation and analysis
  • Follow established support processes and procedures to resolve inbound support requests
  • Assist in development and documentation of departmental procedures and processes
  • Meet or exceed quarterly growth goals

 Work Experience Requirements

  • 2-3 years’ experience in Customer Success, Account Management, Sales, or Project Management. Bachelor's Degree preferred

 Knowledge, Skills and Ability Requirements

  • Highly skilled in listening and communicating efficiently across a broad spectrum of personalities both internally and externally. Ability to provide information regarding products and services of the company effectively
  • Proven track record in understanding an organization’s structure and needs, and quickly recognizing when growth conversations are needed
  • Data analysis 
  • Working and practical knowledge of mobile devices, smartphones, tablets (iPhone/iPad/Android)
  • Working knowledge of Word, Excel, PowerPoint, Adobe Acrobat
  • Excellent problem solving, organizational, and time management skills

Our Company Perks and Benefits

  • 100% employer-paid medical, dental, and vision coverage for full-time employees
  • Generous equity grants
  • 401k match to help you save for your future
  • 15 days PTO to start, plus paid holidays
  • Charitable donation match
  • Student loans support
  • Pet insurance
  • Plus plenty of corporate discounts


doxo is an equal-opportunity employer and we welcome applicants from all backgrounds.