Scaled Customer Success Manager
2 months ago
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
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 of how we work, grow, and succeed together. Inspiring people with meaningful career experiences they love really does make the dream work and our successes just keep getting better. There’s no limit to what we can build and where we can go from here. We’d love you to join us.
BILL is proudly an Equal Opportunity Employer where everyone is welcome. Our innovation and technology are inspired by an inclusive culture unlike any other. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day.
Our promise to our candidates is to be transparent, diligent, and engaging while guiding individuals through each step of our hiring process. At BILL we strive to achieve an inclusive and positive candidate experience that aligns with our core values and focuses on diversity.
If you require a reasonable accommodation for your application, interviews, or another aspect of the hiring process, please contact interviewaccommodations@hq.bill.com.
BILL Culture
Humble - We check our egos at the door. We are curious. We listen, accept feedback.
Authentic - We earn and show trust by being real—embracing our authentic selves.
Passionate - We care deeply about each other and our customers.
Accountable - We are duty-bound to each other, our customers, and society.
Fun - We wrap it all together by building connections and enjoying time spent together.
Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants
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