Scaled Customer Success Manager
Core
Manage a shared book of SMB customers to drive retention, expansion, and renewals for a financial automation platform.
Role type
Scaled Customer Success Manager (quota-carrying)
Builds
BILL's financial automation platform for small and mid-size businesses
Domain
Fintech / Accounting / SMB
Required skills
data-driven decision making, quota management, cross-functional collaboration, consultative selling, financial reporting basics, accounting system familiarity
Preferred skills
SaaS customer-facing experience, finance/accounting background, Gainsight or Salesforce proficiency
Technologies
Gainsight, Salesforce, QuickBooks, Intacct, NetSuite
Responsibilities
Manage shared book of SMB customers to drive retention and expansion; deliver revenue and retention goals; run training sessions and webinars; monitor customer health metrics and platform usage; conduct value-driven conversations with finance stakeholders; capture notes and next steps in CRM; develop product expertise in expense reporting and modern accounting.
Seniority
Mid-level, quota-carrying IC