Mid-Market Customer Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 1,001-5,000

Location

United States

Posted

13 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role involves supporting our Mid Market accounts within the Post‑Sales organization, partnering closely with peers across Sales, Product, and Operations to accelerate adoption of BILL solutions.

  • 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, and 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

Qualifications

  • 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

Requirements

  • 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

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

Job 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
  • 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

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

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