Scaled Customer Success Manager
New
B
BILLFintech, accounting
Location: United StatesFull-TimeManager
SalaryThe On Target Earnings (OTE) range noted below are remote based roles in the specific geographic zone
Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County
$88,000
—
$105,600 USD
Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts
$79,200
—
$95,000 USD
Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania
$74,800
—
$89,800 USD
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Job Details
- Experience
- 2+ years in a customer-facing, revenue-responsible role in a SaaS company
- Required Skills
- Customer SuccessNetSuiteQuickBooksAccount Management
Requirements
- Experience in a customer-facing, revenue-tied role such as customer success, account management, inside sales, banking, or finance.
- Demonstrated ability to meet performance targets and quotas with a proactive, self-starting approach.
- Use data and curiosity to diagnose issues, identify trends, and make thoughtful recommendations.
- Maintain process discipline, manage queues, and prioritize effectively in high-volume environments.
- Communicate persuasively and empathetically, build rapport, and resolve conflict across platforms.
- Present effectively to groups in webinars, training sessions, or customer meetings.
- Build trust quickly and listen and consult with clients.
- Have a basic understanding of financial reports, including balance sheets and income statements, and how they relate to business health.
- Have basic familiarity with accounting systems such as QuickBooks, Intacct, NetSuite, or similar tools.
- Preferred: 2+ years in a customer-facing, revenue-responsible role in a SaaS company.
- Preferred: Experience in finance or accounting, or with AP/AR workflows.
- Preferred: Experience with Gainsight, Salesforce, or a similar customer success platform.
Responsibilities
- Own and manage a shared book of SMB customers, using data to drive outcomes.
- Meet revenue and retention goals by reducing churn, driving renewals, and identifying upsell and cross-sell opportunities.
- Run training sessions and webinars to help customers configure and use products and follow best practices.
- Monitor customer health metrics and platform usage to prioritize outreach, mitigate risk, and identify expansion opportunities.
- Hold value-driven conversations with finance and accounting stakeholders to understand their goals and connect them to BILL solutions.
- Record notes, next steps, and calls to action in team systems.
- Develop product expertise across BILL solutions, including expense reporting and modern accounting practices.
- Collaborate with other teams to resolve issues, remove friction, and deliver a consistent customer experience.
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