Scaled Customer Success Manager

Posted 5 Hours Ago
Hiring Remotely in United States
Remote
88K-106K Annually
Junior
Fintech • Software
The Role
Manage a shared portfolio of SMB customers, driving retention, renewals, expansion, and product adoption. Use customer health metrics and usage data to prioritize outreach, reduce churn, and identify upsell opportunities. Lead customer training sessions and webinars, consult with finance and accounting stakeholders, document follow-ups, and collaborate with Sales, Support, Product, and Operations. The role requires quota ownership, strong communication, financial statement knowledge, and familiarity with accounting systems.
Summary Generated by Built In

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re 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 that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. We're remote-first, with office spaces in San Jose, CA and Draper, UT — and opportunities to connect in person when it counts. 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. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another.

✨ Let’s 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 & expense. In this high-ownership, quota-carrying role, you’ll help manage a shared book of business and be accountable for retention, expansion, and renewals. You’ll guide customers to measurable outcomes through data-driven success plans, executive conversations, and best‑practice enablement that deepens adoption across our platform.

You’ll 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 you’re 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 BILL’s 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.

We’d 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

Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

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.

The On Target Earnings (OTE) range noted below are remote based roles in the specific geographic zone

Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County
$88,000$105,600 USD
Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts
$79,200$95,000 USD
Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania
$74,800$89,800 USD

What’s 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 isn’t 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

Don’t 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 [email protected]. 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.

Skills Required

  • Experience in a customer-facing, revenue-tied role such as customer success, account management, inside sales, banking, or finance
  • Consistent achievement of performance targets and quotas
  • Data-driven problem diagnosis, trend identification, and recommendation skills
  • Ability to work effectively in high-volume environments with disciplined process adherence, queue management, organization, prioritization, and time management
  • Persuasive and empathetic communication, rapport-building, conflict resolution, and group presentation skills
  • Ability to build trust quickly and consult with clients
  • Basic understanding of financial reports, including balance sheets and income statements
  • Basic familiarity with accounting systems such as QuickBooks, Intacct, NetSuite, or similar tools
  • 2+ years of customer-facing, revenue-responsible experience in a SaaS company
  • Experience in finance, accounting, or accounts payable/accounts receivable workflows
  • Experience with Gainsight, Salesforce, or a similar customer success platform
  • Authorization to work in the United States without current or future visa sponsorship

BILL Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BILL and has not been reviewed or approved by BILL.

  • Healthcare Strength Day-one medical, dental, and vision coverage is employer-paid at high levels and paired with HSA contributions, disability coverage, and mental-health support. Family planning and fertility resources further strengthen the healthcare offering.
  • Equity Value & Accessibility New-hire RSUs, an employee stock purchase plan with a purchase discount, and annual bonus eligibility provide long-term value alongside base pay. A clear vesting schedule improves accessibility to equity over time.
  • Leave & Time Off Breadth Flexible time off, paid holidays, and dedicated volunteer days create broad leave options. Short periods of work-from-almost-anywhere add incremental flexibility to time away and location needs.

BILL Insights

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The Company
HQ: San Jose, CA
2,753 Employees

What We Do

BILL (NYSE: 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. BILL is headquartered in San Jose, California. For more information, visit bill.com.

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