Evergreen - 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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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 You’ll sit within our Post‑Sales organization supporting our Mid Market accounts, partnering closely with peers across Sales, Product, and Operations to accelerate adoption of BILL solutions across Payables, Receivables, and Spend & Expense. In this high‑visibility role, you’ll own a book of business, lead executive business reviews, and consistently hit retention, expansion, and renewal targets while shaping how customers modernize their finance operations. Responsibilities 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, & 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. We’d love to chat if you have: 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. Desired Qualifications: 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. The On Target Earnings (OTE) range for this role is noted below for our office location in San Jose, CA. 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. San Jose pay range $114,800—$137,800 USD The On Target Earnings (OTE) range for this role is noted below for our office location in Draper, UT. 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. Draper UT pay range $97,600—$117,100 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.