Evergreen - Mid Market Customer Success Manager

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.

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.
• San Jose pay range
• $114,800 - $137,800 USD
• 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

Additional Information

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 By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations.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.

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