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Digital Customer Success Manager



Customer Service, Sales & Business Development
draper, ut, usa
Posted on Saturday, June 29, 2024

Do the best work of your career as a champion for small and mid-size businesses.

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, Draper, UT, Houston, TX 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.

Make your impact within a rapidly growing Fintech Company

As a Digital Customer Success Manager at BILL, you will play a critical role in driving client success and satisfaction through the creation and execution of scalable programs. Your primary responsibility will be to engage with clients within our book of business, ensuring they derive maximum value from our suite of products and services. You will focus on interactions at scale, rather than one-on-one engagements, to efficiently reach and serve our client base. Additionally, you will collaborate extensively both intra-departmentally and cross-functionally to develop programs that cater to our long tail customers en masse and at scale.

Key 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.

We’d love to chat if you have:

  • 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

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.

Draper UT pay range
$74,000$88,800 USD

Let’s talk about benefits

  • 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
  • HSA & FSA accounts
  • Life Insurance, Long & Short-term disability coverage
  • Employee Assistance Program (EAP)
  • 11+ Observed holidays and wellness days and flexible time off
  • Employee Stock Purchase Program with employee discounts
  • Wellness & Fitness initiatives
  • Employee recognition and referral programs
  • And much more

For positions that are in office we support a hybrid work environment with on-site and remote work days. Check out our LinkedIn Life Page for each location and discover BILL.

We live our culture and values every day

At BILL, we’re different by design—it's our culture. Our CEO is a trusted entrepreneur who lives our cultural values: Humble, Authentic, Passionate, Accountable, and Fun. People here love being their authentic selves, contributing unique experiences, sharing ideas, perspectives, and intellectual curiosity. We celebrate our diversity as the heart and soul of how we work, grow, and succeed together. Inspiring people with meaningful career experiences they love really does make the dream work and our successes just keep getting better. There’s no limit to what we can build and where we can go from here. We’d love you to join us.

BILL is proudly an Equal Opportunity Employer where everyone is welcome. Our innovation and technology are inspired by an inclusive culture unlike any other. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day.

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

BILL Culture:

  • Humble - We check our egos at the door. We are curious. We listen, accept feedback.
  • Authentic - We earn and show trust by being real—embracing our authentic selves.
  • Passionate - We care deeply about each other and our customers.
  • Accountable - We are duty-bound to each other, our customers, and society.
  • Fun - We wrap it all together by building connections and enjoying time spent together.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants