Mid Market Customer Success Manager
New
B
BILLFintech
Location: United StatesFull-TimeMiddle
SalaryZone 1: $151,400 — $181,700 USD; Zone 2: $136,300 — $163,500 USD; Zone 3: $128,700 — $154,400 USD
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Job Details
- Experience
- 5–8 years
- Required Skills
- SalesforceCustomer SuccessSaaSAccount Management
Requirements
- 5–8 years in customer-facing SaaS roles with a demonstrated ability to manage complex mid-market accounts.
- Multi-stakeholder relationship management experience, including navigating competing priorities.
- Proven track record of delivering on both retention and expansion.
- Demonstrated ownership of expansion motions, including IPFX Cross Sell, subscription upsell, and transaction revenue growth.
- In-depth product and integration knowledge to advise on adoption strategies.
- Strong process discipline with experience operating within established ROE frameworks.
- Proficiency with Salesforce and Gainsight.
- Demonstrated ability to meet SLAs with zero exceptions.
Responsibilities
- Own a portfolio of mid-market accounts, serving as a trusted advisor with in-depth knowledge of each customer's workflow, goals, and risk profile.
- Anticipate and address churn risks before they escalate, maintaining relationships across multiple customer stakeholders and executing retention strategies.
- Lead multi-stakeholder Executive Business Reviews that connect product adoption data to measurable business outcomes.
- Identify, develop, and execute customized upsell plans tied directly to customer desired outcomes and long-term goals.
- Provide tailored product consultations, aligning BILL's full AP/AR and S&E capabilities to each customer's specific business goals.
- Set the standard for team process execution, leading by example with meticulous note-taking and mastering the P.L.A.N. framework.
- Resolve complex customer issues independently using creative problem-solving and cross-functional collaboration.
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