Scaled Customer Success Manager

Do the best work of your career as a champion for small and mid-size businesses.

BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. 

BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. We have operations in San Jose, CA, Draper, UT, Houston, TX and are continuing to expand into other geographic locations. 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

As a Scaled Customer Success Manager you will have the opportunity to drive revenue expansion and retention by working with current customers, promoting continual product adoption, and conducting training to enhance customer engagement.

We’d love to chat if you have:

• Help manage a pooled book of business and perform tasks (phone/, zoom calls, in person meetings, etc.) to drive revenue expansion and retention
• Drive continual product adoption and expansion of the platform products with small business cohorts 
• Monitor customer health, product utilization, & trends in customer spend while using data to drive proactive customer engagement
• Conduct training webinars with clients to ensure appropriate  product configuration and best practices
• Develop and maintain an in-depth knowledge of products and services
• Develop and maintain an in-depth knowledge of expense reporting and accounting practices
• Drive adoption of additional products as they are released
• Ability to listen, earn trust, develop rapport, and consult with clients
• Ability to effectively manage time to maximize results
• Customer Success, Sales, or Banking experience
• Excellent communication skills – written and verbal
• Basic understanding of financial reports (Balance Sheet, Income Statement)
• Basic understanding of accounting systems (QuickBooks, Netsuite, etc.)
• Ability/desire to consistently hit quota and has carried a quota in the past
• A hate of expense reports!!! ;)
• Customer success, sales or banking experience
• Salesforce experience
• Experience or education in finance/accounting
• SaaS experience

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 BILL’s 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$74,800—$89,800 USD

Let’s talk about 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

For positions that are in office we support a hybrid work environment with on-site and remote work days. Check out our LinkedIn Life Page for each location and discover BILL.   

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, Accountable, 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