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Mid Market Customer Success Manager

BILL

BILL

Customer Service, Sales & Business Development
San Jose, CA, USA
Posted on Aug 27, 2025

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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

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

  • Drive continual product adoption, expansion sales and subscription renewals of the BILL platform to hit a monthly quota
  • Manage and maintain relationships in an Mid-Market book of business
  • Monitor customer health, product utilization, & trends in customer spend while using data to drive proactive customer engagement
  • Conduct virtual business reviews around product configuration and best practices for controllers and CFOs of mid-market and larger SMB companies
  • 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 of experience in a customer facing, revenue generating role
  • Ability to listen, earn trust, and consult with clients
  • Ability to effectively manage time to maximize revenue results
  • Excellent communication skills – written and verbal
  • Ability/desire to consistently hit quota
  • Salesforce experience
  • Experience or education in finance/accounting
  • SaaS sales experience

To stand out

  • Basic understanding of financial reports (Balance Sheet, Income Statement)
  • Basic understanding of accounting systems (QuickBooks, Netsuite, etc.)

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. 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.