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Customer Success Manager

AT BILL
BILL

Customer Success Manager

Draper, UT

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 By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations.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 working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

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At BILL, we listen, learn, and lead-fostering collaboration and a drive for continuous growth. We're committed to building a diverse and inclusive workplace that values each person's unique skills and experiences. Even if you don't meet every requirement, 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.

We are looking for a proactive and dedicated Customer Success Manager to join our dynamic Corporate Account Management team. As a pivotal member of our team, you will leverage your expertise in business development and customer success to identify expansion opportunities, rekindle inactive accounts, and generate new leads. This multifaceted role is key to driving revenue growth and achieving our team's monthly quotas.

Make your impact within a rapidly growing Fintech Company
  • Responding to outbound, customer marketing-generated leads to setup quality demos and discovery calls for BILL Account Managers
  • Perform customer discovery calls, provided by S/E Customer Success Managers, to analyze customer needs and qualify potential expansion
  • Making 50+ Outbound phone calls each day
  • Conducting daily outreach consisting of outbound phone calls and targeted e-mail campaigns
  • Leading multiple expansion prospects simultaneously at various stages of the BILL qualification cycle.
  • Develop and maintain an in-depth knowledge of BILL's products and services
  • Achieving and exceeding weekly/monthly KPI and Performance metrics (Calls, Meaningful Connections, Opportunities Created, Deals Closed, etc..)
  • Ability and willingness to overcome objections and roadblocks, be resilient, adaptable, and effective with communication.
  • Manage self-generated CTAs to effectively handle the pipeline and ensure smooth operations.
We'd love to chat if you have:
  • 2-3 years of experience in a sales or business development role, preferably in a B2B environment.
  • 1-2 years experience in a customer facing account management and/or CSM role highly desirable
  • Experience managing sales and post-sales pipelines, including customer onboarding, upselling, and customer retention strategies
  • Understanding of the sales process and customer relationship management.
  • Basic knowledge of finance and accounting
  • Strong communication and interpersonal skills.
  • Possesses a proactive mindset and the capacity to quickly pivot in response to changing priorities and process adjustments
  • Maintains professional phone etiquette and engages customers in meaningful dialogue to ascertain their needs and pain points
  • Proficiency with CRM software (e.g., Salesforce) and other sales tools.
  • Good organizational and time management skills.
  • Ability to work independently and as part of a team.
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.

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

$74,800-$104,700 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 that values diversity and inclusion. 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.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

Client-provided location(s): Draper, UT, USA
Job ID: BILL-5495453004
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Unlimited Paid Time Off
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K)
    • Company Equity
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)