Mid-Market Customer Success Manager

BILL • San Jose, CA

1d • Remote

About The Position

This role is within the Post-Sales organization, supporting Mid Market accounts. The Customer Success Manager will partner closely with Sales, Product, and Operations to accelerate the adoption of BILL solutions across Payables, Receivables, and Spend & Expense. This high-visibility role involves owning a book of business, leading executive business reviews, and consistently achieving retention, expansion, and renewal targets while guiding customers in modernizing their finance operations.

Requirements

• 2 years in customer-facing, revenue-owning roles (CSM, AM, or similar) within SaaS
• Proven success managing and growing strategic or enterprise accounts, with a consistent track record of hitting quota.
• Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.
• Experience leading cross-functional initiatives to deliver customer outcomes and resolve complex projects.
• Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level.
• Proficiency with Salesforce and strong time/prioritization discipline in a metrics-driven environment.

Nice To Haves

• Experience in finance/accounting or with AP/AR workflows.
• Working knowledge of financial reports and common accounting systems (e.g., QuickBooks, NetSuite).
• Experience with using Gainsight as your CRM to log all customer interactions and CTAs.

Responsibilities

• Drive continual product adoption, expansion sales and subscription renewals of the BILL platform to hit a monthly quota
• Manage and retain relationships in an enterprise book of business
• Monitor customer health, product utilization, & trends in customer spend while using data to drive proactive customer engagement
• Conduct business reviews around product configuration and best practices for controllers and CFOs of mid-market and larger SMB companies
• Conduct training webinars for end users of BILL’s platform
• Develop and maintain an in-depth knowledge of BILL's products and services
• Develop and maintain an in-depth knowledge of AP/AR and accounting practices
• Drive adoption of additional BILL products as they are released.

Benefits

• medical
• dental
• vision
• life and disability insurance
• 401(k) retirement plan
• flexible spending & health savings account
• paid holidays
• paid time off
• Employee Assistance Program (EAP)
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed