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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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 in a remote-eligible role, 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 Join BILL as a Scaled Customer Success Manager and help small and mid-size businesses modernize how they manage payables, receivables, and spend & expense. In this high-ownership, quota-carrying role, you’ll help manage a shared book of business and be accountable for retention, expansion, and renewals. You’ll guide customers to measurable outcomes through data-driven success plans, executive conversations, and best‑practice enablement that deepens adoption across our platform. You’ll sit within our Post-Sales organization and focus on proactive engagement, customer health, and product adoption at scale. The team monitors health metrics, runs training webinars, uses data to anticipate customer needs, and partners with Sales, Support, Product, and Operations to deliver a seamless customer experience. If you love blending customer success, cross-sales, data-driven decision making and you’re energized by helping small businesses succeed, this role is for you! Responsibilities: - Own and manage a shared book of SMB customers, using data to drive outcomes. - Deliver on revenue and retention goals by reducing churn, driving renewals, and identifying upsell/cross-sell opportunities. - Run training sessions and webinars to ensure customers are properly configured, enabled on best practices, and confident using our products. - Monitor customer health metrics and platform usage, using data and alerts to prioritize outreach, mitigate risk, and uncover expansion opportunities. - Have value-driven conversations with finance and accounting stakeholders (e.g., controllers, accountants, CFOs) to understand their goals and connect them to BILL solutions. - Capture clear notes, next steps, and CTAs in our systems so the broader team can support, follow up, and expand relationships over time. - Develop and maintain deep product expertise across BILL’s solutions, including expense reporting and modern accounting practices, to act as a consultative partner to customers. - Collaborate cross-functionally to resolve issues, remove friction, and deliver a consistent customer experience. We’d love to chat if you have: - Experience in customer-facing, revenue-tied roles such as customer success, account management, inside sales, banking, or finance. - You consistently meet performance targets and quotas by taking a proactive, self-starting approach and maintaining a strong focus on results even in ambiguous situations. - Use data and curiosity to diagnose issues, spot trends, and make thoughtful recommendations that balance customer and business needs - Excel in high-volume environments by maintaining strict discipline in process following, queue management, and organization to ensure effective prioritization and time management. - You are a persuasive and empathetic communicator, skilled at building rapport and resolving conflict across various platforms while effectively presenting to groups in both formal and informal settings (webinars, training, or customer meetings). - Ability to build trust quickly, listen and consult with clients, not just “check the box” on activities. - Basic understanding of financial reports (e.g., Balance Sheet, Income Statement) and how they relate to business health. - Basic familiarity with accounting systems such as QuickBooks, Intacct, NetSuite, or similar tools. Nice to have: - 2+ years in a customer-facing, revenue-responsible role in a SaaS company - Experience in finance/accounting or with AP/AR workflows. - Experience with Gainsight, Salesforce, or similar customer success platform The On Target Earnings (OTE) range for this role is noted below for our office location in San Jose, CA. 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. San Jose pay range $88,000—$105,600 USD 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 $74,800—$89,800 USD 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: - 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 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 interviewaccommodations@hq.bill.com. To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

• Own and manage a portfolio of enterprise customers with high monthly spend and complex environments • Act as the primary point of contact and advocate for enterprise clients across all internal teams • Ensure all technical, billing, and account-related issues are resolved efficiently through coordination with internal teams • Proactively monitor account health, usage, and satisfaction to prevent churn • Deliver a white-glove customer experience that reinforces the customer’s importance to the organization • Conduct onsite customer visits as required to strengthen relationships and gain deeper insight into customer operations • Lead Quarterly Business Reviews (QBRs) to review performance, outcomes, goals, and future initiatives • Identify and drive opportunities for account expansion through additional products and services • Collaborate with Sales and Leadership to support upsell and cross-sell initiatives • Partner closely with Technical Support, Product, Billing, and Sales teams to deliver seamless service • Represent the voice of enterprise customers internally to influence product improvements and service enhancements

• Lead Retention & Growth Strategy: Drive the overall post-sales strategy, focused on maximizing NRR, securing timely renewals, and identifying significant upsell/cross-sell opportunities across the portfolio of accounts handled. • Team Management: Directly manage and coach a team of Customer Success Managers (CSMs) and Customer Success Engineers (CSEs). Guide CSMs on effective renewal management, executive relationship building, and strategic Account Plan creation. Simultaneously, provide technical guidance to CSEs on platform configuration, workflow automation, and AppSec best practices. • Manage Multi Level Relationship with Customers - Ensure multi level relationships are built with Customers, and level 1 grievances by senior stakeholders at Customers are addressed. • Operational Excellence: Oversee all customer success activities, including deployment, adoption, defining success criteria, and executing a robust Quarterly Business Review (QBR) cadence. • Risk Management & Health: Proactively monitor customer health scores, identify accounts at risk, and lead the development and execution of recovery plans to ensure sustained satisfaction and platform utilization. • Customer Advocacy: Act as the voice of the customer, efficiently managing the feedback loop by prioritizing feature requests and escalating issues to Product and Engineering teams. • Team Leadership & Development: Mentor team members, manage performance, and conduct weekly portfolio syncs focused on progress, alignment, and problem-solving to ensure a high-performing, self-sufficient unit.

• Drive customer adoption of Workiva solutions • Ensure continuous ROI to your customers • Consult on best practices, workflows, and management business reviews • Develop multi-purpose relationships throughout customer organizations • Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution • Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans • Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams • Work with Sales to understand the details of upcoming renewals • Teach customers how to use the Workiva Platform • Use customer management tools to track customer communication, issues, and metrics