Mid-Market Customer Success Manager

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, 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 Mid-Market Customer Success Manager and help our largest, most complex customers realize the full value of our financial automation platform across AP, AR, and spend and expense management. You’ll own a strategic book of 80–110 mid‑market and larger SMB accounts, driving product adoption, expansion, and subscription renewals against a monthly quota. Partnering closely with Sales, Product, and Operations, you’ll lead executive business reviews with controllers and CFOs, using data to turn usage insights into measurable business outcomes and long‑term partnerships. If you thrive in a revenue‑owning customer success role where you can influence product, shape strategy, and modernize customers’ finance operations, this role is for you. Responsibilities Drive continual product adoption, expansion sales, and subscription renewals of the BILL platform to meet or exceed a monthly quota. Manage and retain relationships in a mid-market book of 80–110 accounts, serving as the primary point of contact for controllers and CFOs. Monitor customer health, product utilization, and trends in customer spend, using data to drive proactive outreach, prevent churn, and uncover expansion opportunities. Conduct virtual and on‑site executive business reviews focused on product configuration, best practices, and value realization for finance leaders at mid‑market and larger SMB companies. Deliver engaging training webinars and enablement sessions for end users of the BILL platform. Develop and maintain an in‑depth knowledge of BILL’s products and services, including new offerings as they launch. Build a strong understanding of Accounts Payable, Accounts Receivable, and Spend and Expense processes and accounting practices to advise customers on optimized workflows. Collaborate closely with Sales, Product, Operations, and other internal partners to resolve complex customer issues and deliver outcomes that support renewal and expansion. We’d love to chat if you have: 5+ years in customer‑facing, revenue‑owning SaaS roles (such as Customer Success Manager or Account Manager), with a consistent track record of hitting or exceeding quota. Proven success managing, growing, and retaining mid-market accounts, including responsibility for renewals and expansion. Ability to explain complex technical or product concepts in clear, business‑friendly language to customers, and to translate customer needs back to internal stakeholders. Experience leading cross‑functional initiatives to deliver customer outcomes and navigate complex projects. Exceptional communication and presentation skills, with demonstrated ability to influence effectively at all levels, including executive and C‑level audiences. Proficiency with Salesforce and strong time‑management and prioritization skills in a metrics‑driven environment. Experience or strong interest in finance/accounting, AP/AR, or expense management workflows. Working knowledge of financial reports and common accounting systems (for example, QuickBooks or NetSuite). Experience using customer success tools such as Gainsight to log interactions, manage CTAs, and track customer health. 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 $151,400—$181,700 USD Zone 2- CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts $136,300—$163,500 USD Zone 3 -Utah (includes Utah office), Houston TX, Florida, North Carolina $128,700—$154,400 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 interviewaccommodations@hq.bill.com. 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.