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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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
The S&E Customer Success department is a high-velocity revenue engine at BILL. As a Senior Scaled CSM, you join a high-performing team managing a pooled portfolio of accounts. You will serve along with your peers as a team of business advisors for your customers, identifying strategic growth opportunities and ensuring every customer extracts maximum value from the BILL platform to drive long-term retention and revenue.
Strategic Business Consultation: Lead high-impact interactions—such as Business Reviews and Kick-offs—using deep discovery to map specific business challenges and pain to BILL’s suite of tools. You will empathetically explore and work to alleviate customer friction and pain while helping them reach their business goals.
Proactive Portfolio Management: Partner with a high-performing team to ensure the success of a shared book of business. You will ensure customers adopt our product in harmony with their desired outcomes, while proactively uncovering expansion opportunities and identifying controllable churn risks.
Operational Precision & Integrity: Meet interaction targets and maintain strict response SLAs to ensure no customer is neglected. We hold ourselves to a high standard of documentation. It is our responsibility to ensure every customer’s story is preserved across the team so that once a need is shared with us, that knowledge is captured and accessible to every member of the team.
Collaborative Growth & Strategic Redirection: Partner across Post-Sales, Support, Risk, and Product teams to drive growth while skillfully redirecting support-related items to focus on proactive advisory work. You will use structured frameworks (e.g., SCQA) to communicate with precision, clearly articulating context and recommendations to both customers and internal stakeholders.
Inwardly Competitive, Outwardly Supportive: You have a "go-getter" mentality with a track record of exceeding personal targets while remaining equally fueled by collective wins. You share a high-stakes accountability with your peers and naturally step in to help the team alleviate pressure and grow.
Operationally Excellent: You have a proven system for managing numerous data points and interactions at scale. You are meticulous about documentation, ensuring institutional knowledge is preserved and that customer tasks never fall through the cracks.
Consultative and Customer-Centric: You are excellent in navigating high-stakes conversations and performing deep discovery. You have the ability to switch between proactive churn mitigation and expansion outreach with ease, always prioritizing the customer's business outcomes.
Well Versed in Finance or Accounting: You have a professional background in Accounting or Finance (or equivalent experience) that allows you to speak the language of our customers and consult strategically on their goals and workflows.
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.
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:
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 [email protected].
Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. We have operations in San Jose, CA and Draper, UT and are continuing to expand into other geographic locations. If you’re looking for a place that helps you do the best work of your career, look no further than BILL. Our promise to our candidates is to be transparent, diligent, and engaging while guiding individuals through each step of our hiring process. At BILL we strive to achieve an inclusive and positive candidate experience that aligns with our core values and focuses on diversity. If you require a reasonable accommodation for your application, interviews, or another aspect of the hiring process, please contact [email protected]. For positions that are in office we support a hybrid work environment with on-site and remote work days. Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages.
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Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Customer Success Manager Q&A's