Full-Time

Scaled Customer Success Manager

Posted on 6/11/2024

Bill.com

Bill.com

1,001-5,000 employees

Online bill payment and AP automation software

Fintech

Senior

Draper, UT, USA

Required Skills
NetSuite
Sales
Communications
Quickbooks
Salesforce
Requirements
  • 3 + 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
  • Basic understanding of financial reports (Balance Sheet, Income Statement)
  • Basic understanding of accounting systems (QuickBooks, Netsuite, etc.)
Responsibilities
  • Drive continual product adoption and expansion of the Bill platform to hit a team monthly payment volume quota
  • Manage and maintain relationships in a shared book of business
  • Monitor customer health, product utilization, & trends in customer spend while using data to drive proactive customer engagement
  • Conduct training webinars for end users of Bill’s platform
  • Develop and maintain an in-depth knowledge of Bill’s products and services
  • Develop and maintain an in-depth knowledge of expense reporting and accounting practices
  • Drive adoption of additional Bill products as they are released

At this company, employees thrive in an environment that emphasizes the use of AI and automation technology to streamline financial processes, making bill payments and receivables more efficient for businesses. The firm stands out for its commitment to enhancing AP controls and ensuring secure payment processing, which are critical in the financial technology sector. Working here means being at the forefront of integrating advanced technologies with everyday financial operations, offering a competitive edge and a focus on technical excellence.

Company Stage

IPO

Total Funding

$2B

Headquarters

San Jose, California

Founded

2006

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

2%

2 year growth

7%

Benefits

100% paid employee health, dental, and vision insurance - choose between HMO, PPO, and HDHP plans

HSA & FSA accounts

Life Insurance, Long & Short-term disability coverage

Pre-tax commuter benefits

Employee Assistance Program (EAP)

11+ Observed holidays and wellness days

Wellness & Fitness initiatives

Flexible time off

100% paid employee health, dental, and vision insurance - choose between HMO, PPO, and HDHP plans

HSA & FSA accounts

Life Insurance, Long & Short-term disability coverage

Pre-tax commuter benefits

Employee Assistance Program (EAP)

11+ Observed holidays and wellness days

Wellness & Fitness initiatives

Flexible time off