Scaled Customer Success Manager

BILL

Job Location:

San Jose, CA - USA

Monthly Salary: $ 88000 - 105600

Posted on: 4 days ago

Vacancies: 1 Vacancy

Job Summary

Innovate with purpose

At BILL we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools we help businessesfrom startups to established brandsmake smarter decisions and gain control of their operations. And we dont stop there: were creating the future of financial automation so businesses can spend more time on what matters.

Working here means you become part of a vision-driven team thats ready to tackle challenges and build cutting-edge solutions. We value purpose drive and curiosityand we thrive in a fast-paced ever-changing environment. Whether in one of our offices in San Jose CA Draper UT or in a remote-eligible role BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

BILL builds high performing teams and we seek to hire the best talent for every role. Were committed to building a workplace that fosters inclusion and diverse perspectives valuing each persons unique skills and experiences. Wed love to hear from youyou might be just what were looking for whether in this role or another.

Lets give businesses more time for what matters.

Make your impact within a rapidly growing Fintech Company

Join BILL as a Scaled Customer Success Manager and help small and mid-size businesses modernize how they manage payables receivables and spend & this high-ownership quota-carrying role youll help manage a shared book of business and be accountable for retention expansion and renewals. Youll guide customers to measurable outcomes through data-driven success plans executive conversations and bestpractice enablement that deepens adoption across our platform.

Youll sit within our Post-Sales organization and focus on proactive engagement customer health and product adoption at scale. The team monitors health metrics runs training webinars uses data to anticipate customer needs and partners with Sales Support Product and Operations to deliver a seamless customer experience. If you love blending customer success cross-sales data-driven decision making and youre energized by helping small businesses succeed this role is for you!

Responsibilities:

Own and manage a shared book of SMB customers using data to drive outcomes.
Deliver on revenue and retention goals by reducing churn driving renewals and identifying upsell/cross-sell opportunities.
Run training sessions and webinars to ensure customers are properly configured enabled on best practices and confident using our products.
Monitor customer health metrics and platform usage using data and alerts to prioritize outreach mitigate risk and uncover expansion opportunities.
Have value-driven conversations with finance and accounting stakeholders (e.g. controllers accountants CFOs) to understand their goals and connect them to BILL solutions.
Capture clear notes next steps and CTAs in our systems so the broader team can support follow up and expand relationships over time.
Develop and maintain deep product expertise across BILLs solutions including expense reporting and modern accounting practices to act as a consultative partner to customers.
Collaborate cross-functionally to resolve issues remove friction and deliver a consistent customer experience.

Wed love to chat if you have:

Experience in customer-facing revenue-tied roles such as customer success account management inside sales banking or finance.
You consistently meet performance targets and quotas by taking a proactive self-starting approach and maintaining a strong focus on results even in ambiguous situations.
Use data and curiosity to diagnose issues spot trends and make thoughtful recommendations that balance customer and business needs
Excel in high-volume environments by maintaining strict discipline in process following queue management and organization to ensure effective prioritization and time management.
You are a persuasive and empathetic communicator skilled at building rapport and resolving conflict across various platforms while effectively presenting to groups in both formal and informal settings (webinars training or customer meetings).
Ability to build trust quickly listen and consult with clients not just check the box on activities.
Basic understanding of financial reports (e.g. Balance Sheet Income Statement) and how they relate to business health.
Basic familiarity with accounting systems such as QuickBooks Intacct NetSuite or similar tools.

Nice to have:

2 years in a customer-facing revenue-responsible role in a SaaS company
Experience in finance/accounting or with AP/AR workflows.
Experience with Gainsight Salesforce or similar customer success platform

The On Target Earnings (OTE) range for this role is noted below for our office location in San Jose CA. This role is eligible to participate in BILLs sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience expertise and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical dental vision life and disability insurance 401(k) retirement plan flexible spending & health savings account paid holidays paid time off and other company benefits.

San Jose pay range

$88000 - $105600 USD

The On Target Earnings (OTE) range for this role is noted below for our office location in Draper UT. This role is eligible to participate in BILLs sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience expertise and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical dental vision life and disability insurance 401(k) retirement plan flexible spending & health savings account paid holidays paid time off and other company benefits.

Draper UT pay range

$74800 - $89800 USD

Whats in it for you

Redefining how businesses automate their work is a fast-paced exciting and fun environment. But we also have benefits and perks to ensure the magic isnt only experienced by our customers but by our employees as well.

Here is a preview of some of the amazing benefits here at BILL:

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

Dont believe us Check out our culture benefits and teams on our career site LinkedIn Life or YouTube pages.

BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories perspectives and experiences of our team members. We welcome people of all backgrounds abilities and identities to bring their authentic selves and contribute to our culture.

We are committed to a transparent inclusive hiring process that reflects our values. If you need accommodations at any stage please contact . To ensure a fair evaluation our Candidate Integrity Policy prohibits the use of unapproved external assistance including generative AI during live interviews or assessments. Doing so will result in a review and potential disqualification.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

Required Experience:

Manager

Innovate with purposeAt BILL we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools we help businessesfrom startups to established brandsmake smarter decisions and gain control of their operations. And we dont stop there: were ...