SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 74,800 - 105,600 / annual
BILL is a fintech company modernizing financial automation for small and mid-size businesses. This Scaled Customer Success Manager role is a high-ownership, quota-carrying position within the Post-Sales organization focused on managing a shared book of SMB customers and driving retention, expansion, and renewals.
You will own customer relationships across payables, receivables, and spend & expense management, using data-driven success plans and proactive engagement to guide customers toward measurable outcomes. Key responsibilities include managing a shared customer portfolio with accountability for retention and revenue targets; delivering training webinars and enablement sessions to drive product adoption; monitoring customer health metrics and platform usage to identify churn risk and expansion opportunities; conducting value-driven conversations with finance and accounting stakeholders (controllers, accountants, CFOs); maintaining detailed notes and CTAs in systems for cross-functional follow-up; developing deep product expertise across BILL's solutions; and collaborating with Sales, Support, Product, and Operations to resolve issues and deliver seamless customer experience.
The role emphasizes data-driven decision-making, proactive customer engagement at scale, and blending customer success with cross-sell opportunities. You'll work in a remote-first environment with office spaces in San Jose, CA and Draper, UT for in-person collaboration when needed.
REQUIREMENTS:
- Experience in customer-facing, revenue-tied roles such as customer success, account management, inside sales, banking, or finance
- Consistent track record of meeting performance targets and quotas with a proactive, self-starting approach
- Ability to use data and curiosity to diagnose issues, spot trends, and make thoughtful recommendations balancing customer and business needs
- Excellence in high-volume environments with strong discipline in process following, queue management, and organization
- Persuasive and empathetic communicator skilled at building rapport, resolving conflict, and presenting effectively (webinars, training, customer meetings)
- Ability to build trust quickly and consult with clients authentically
- Basic understanding of financial reports (Balance Sheet, Income Statement) and their relation 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 platforms
