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Full-Time

Digital Customer Success Manager

Posted on 6/28/2024

Bill.com

Bill.com

1,001-5,000 employees

Financial platform for managing business operations

Consulting
Enterprise Software
Fintech
Financial Services

Compensation Overview

$74k - $88.8kAnnually

+ Sales Incentive + Equity Plans

Mid

Draper, UT, USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Communications
Marketing
Data Analysis
Requirements
  • Bachelor's degree in Business, Marketing, Finance, or a related field.
  • Demonstrated experience in client success, account management, or similar roles within the fintech industry.
  • Strong understanding of digital technologies, financial products, and market dynamics.
  • Excellent communication, interpersonal, content writing, and presentation skills.
  • Ability to thrive in a fast-paced, collaborative environment, managing multiple priorities and stakeholders effectively.
  • Proficiency in data analysis and reporting tools, with an eye for detail and accuracy.
  • Creative problem-solving skills and a genuine passion for driving client satisfaction and business growth.
  • Desire to raise and beat growing targets —a mindset of competitive greatness
Responsibilities
  • Develop and implement scalable programs aimed at enhancing client success and satisfaction within our book of business.
  • Proactively engage with clients to understand their needs, challenges, and objectives, and identify opportunities to deliver additional value through interactions at scale.
  • Collaborate with internal teams, including Marketing, Product, and Customer Support, to conceptualize and deploy innovative solutions that address client pain points and foster long-term loyalty.
  • Utilize data analytics to evaluate program effectiveness, measure key performance indicators, and identify areas for optimization.
  • Serve as a subject matter expert on BILL's products and services, providing guidance and support to clients via webinars and other digital means.
  • Stay informed about industry trends, market developments, and competitive landscape to inform program strategy and drive innovation.

Bill.com provides a platform for businesses to manage their financial operations, including bill creation and payment, invoicing, expense management, and budget control. The platform automates tasks related to accounts payable and receivable, making financial processes more efficient and transparent. Unlike many competitors, Bill.com also offers access to credit lines, ranging from $500 to $5 million, along with its software services. The goal of Bill.com is to streamline financial management for small to medium-sized businesses and accounting firms, helping them gain better control and visibility over their finances.

Company Stage

IPO

Total Funding

$2B

Headquarters

Palo Alto, California

Founded

2006

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-1%

2 year growth

8%
Simplify Jobs

Simplify's Take

What believers are saying

  • Bill.com's recent partnership with Regions Bank to power their digital payments solution highlights the company's growing influence and potential for further strategic collaborations.
  • The platform's ability to attract 10,000 new SMBs in the past year demonstrates strong market demand and growth potential.
  • Despite recent stock performance, Bill.com has shown consistent revenue growth, indicating a resilient business model and promising long-term prospects.

What critics are saying

  • The competitive fintech landscape, with players like Stripe and Plaid, poses a constant threat to Bill.com's market share.
  • The company's stock has seen significant declines, which could impact investor confidence and employee morale.

What makes Bill.com unique

  • Bill.com offers a comprehensive financial operations platform that integrates accounts payable, accounts receivable, expense management, and credit access, unlike competitors who may focus on only one or two of these areas.
  • The company's partnership with Cross River Bank to provide credit lines and corporate cards adds a unique value proposition that is not commonly found in other financial technology platforms.
  • Bill.com's automation capabilities for financial tasks provide significant efficiency gains, setting it apart from traditional manual processes and less automated competitors.

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

INACTIVE