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Customer Success Manager

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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

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.

Average salary estimate

$89750 / YEARLY (est.)

min

max

$74800K

$104700K

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What You Should Know About Customer Success Manager, BILL

At BILL in Draper, Utah, we’re on a mission to empower every business by revolutionizing outdated financial processes with innovative tools. As a Customer Success Manager, you'll find yourself on the frontline of this exciting journey, helping businesses—from nimble startups to established brands—make smarter decisions and regain control over their operations. Your role will be pivotal as you leverage your expertise in customer success and business development to identify expansion opportunities and reconnect with inactive accounts. You'll engage in a fun and dynamic work culture where collaboration is key, and every day brings new challenges to solve. With an emphasis on continuous growth, we foster an environment where curiosity and purpose meet. Your responsibilities will include making impactful outbound phone calls, leading discovery calls to analyze customer needs, and managing multiple expansion prospects—all while achieving weekly and monthly performance metrics. We appreciate a proactive mindset and the ability to adapt to changing priorities, alongside strong communication skills to build meaningful relationships with our clients. Here at BILL, we're not just about business; we believe in creating an inclusive and diverse workplace. We’re looking for dedicated individuals with 2-3 years of sales or business development experience to join our team. If you’re excited about driving revenue and want to be part of a rapidly growing fintech company, we’d love to hear from you! Together, let's give businesses the time they need to focus on what truly matters.

Frequently Asked Questions (FAQs) for Customer Success Manager Role at BILL

What are the key responsibilities of a Customer Success Manager at BILL?

As a Customer Success Manager at BILL, you'll play a fundamental role in enhancing customer satisfaction and driving revenue growth. Your responsibilities include responding to outbound leads, conducting customer discovery calls, managing sales pipelines, and nurturing relationships with active and inactive accounts. You'll work on generating leads, setting up demos, and ensuring that customers understand and utilize BILL's financial solutions effectively.