Sr. Strategic Customer Success Manager
Listed on 2026-02-11
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Business
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Finance & Banking
Overview
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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. 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.
Make Your Impact Within a Rapidly Growing Fintech CompanyJoin BILL as a Senior Strategic Customer Success Manager and help our largest, most complex customers realize the full value of our financial automation platform. You’ll be a trusted advisor in guiding adoption, driving measurable business outcomes, and expanding strategic partnerships across our portfolio. If you are energized by owning revenue outcomes through deep customer relationships and data‑driven engagement, this role is for you.
You’ll sit within our Post‑Sales organization supporting our most strategic accounts, partnering closely with peers across Sales, Product, and Operations to accelerate adoption of BILL solutions across Payables, Receivables, and Spend & Expense. In this high‑visibility role, you’ll own a book of business, lead executive business reviews, and consistently hit retention, expansion, and renewal targets while shaping how customers modernize their finance operations.
Responsibilities- Drive continual product adoption, expansion sales and subscription renewals of the BILL platform to hit a monthly quota
- Manage and retain relationships in an enterprise book of business
- Monitor customer health, product utilization, & trends in customer spend while using data to drive proactive customer engagement
- Conduct virtual and on-site business reviews around product configuration and best practices for controllers and CFOs of mid-market and larger SMB companies
- 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 AP/AR and accounting practices
- Drive adoption of additional BILL products as they are released
- 5+ years in customer‑facing, revenue‑owning roles (CSM, AM, or similar) within SaaS
- Proven success managing and growing strategic or enterprise accounts, with a consistent track record of hitting quota.
- Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.
- Experience leading cross‑functional initiatives to deliver customer outcomes and resolve complex projects.
- Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level.
- Proficiency with Salesforce and strong time/prioritization discipline in a metrics-driven environment.
- Experience in finance/accounting or with AP/AR workflows.
- Working knowledge of financial reports and common accounting systems (e.g., Quick Books, Net Suite).
The estimated salary range for this role is noted below for our San Jose based role. 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…
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