Digital 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 Digital Customer Success Manager at BILL, you will play a critical role in driving client success and satisfaction through the creation and execution of scalable programs. Your primary responsibility will be to engage with clients within our book of business, ensuring they derive maximum value from our suite of products and services. You will focus on interactions at scale, rather than one-on-one engagements, to efficiently reach and serve our client base. Additionally, you will collaborate extensively both intra-departmentally and cross-functionally to develop programs that cater to our long tail customers en masse and at scale.

Key Responsibilities:

• Develop and implement scalable programs aimed at enhancing client success and satisfaction within our book of business.
• Proactively engage with clients to understand their needs, challenges, and objectives, and identify opportunities to deliver additional value through interactions at scale.
• Collaborate with internal teams, including Marketing, Product, and Customer Support, to conceptualize and deploy innovative solutions that address client pain points and foster long-term loyalty.
• Utilize data analytics to evaluate program effectiveness, measure key performance indicators, and identify areas for optimization.
• Serve as a subject matter expert on BILL's products and services, providing guidance and support to clients via webinars and other digital means.
• Stay informed about industry trends, market developments, and competitive landscape to inform program strategy and drive innovation.

We’d love to chat if you have:

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• Demonstrated experience in client success, account management, or similar roles within the fintech industry.
• Strong understanding of digital technologies, financial products, and market dynamics.
• Excellent communication, interpersonal, content writing, and presentation skills.
• Ability to thrive in a fast-paced, collaborative environment, managing multiple priorities and stakeholders effectively.
• Proficiency in data analysis and reporting tools, with an eye for detail and accuracy.
• Creative problem-solving skills and a genuine passion for driving client satisfaction and business growth.
• Desire to raise and beat growing targets —a mindset of competitive greatness

 

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$74,000—$88,800 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