Key skills
Customer Success ManagementAccount ManagementSaaSSalesforceAP/AR workflowsFinancial reportsAccounting systemsGainsightInfluencingCCRMCommunicationPresentation SkillsCustomer SuccessSales
About this role
BILL is a rapidly growing fintech company that empowers businesses by replacing outdated financial processes with innovative tools. The Mid Market Customer Success Manager will support Mid Market accounts, drive product adoption, and manage customer relationships to enhance 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
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