Remote Mid-Market CSM: Growth & Retention
United States Digital Space LLC
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Benefits offered by this job
Job summary
BILL is a leading financial operations platform for small and midsize businesses. As part of our growth, the Mid-Market CSM owns a portfolio of mid-market accounts and acts as a trusted advisor to drive retention and expansion across AP/AR and Spend & Expense.
You will lead Executive Business Reviews, align BILL's product capabilities to customer goals, and independently manage complex upsell opportunities while delivering measurable business outcomes in a remote-first environment with
Qualifications
- 5-8 years in customer-facing SaaS roles managing mid-market accounts.
- Experience building multi-stakeholder relationships and Executive Business Reviews.
- Proven expansion motion ownership with IPFX cross-sell and upsell.
- In-depth product and integration knowledge; able to map features to outcomes.
- Strong process discipline, ROE adherence, and SLA compliance.
- Proficiency with Salesforce and Gainsight and high-volume CTAs.
Responsibilities
- Own a portfolio of mid-market accounts and act as trusted advisor.
- Anticipate churn risks and develop personalized success plans.
- Lead multi-stakeholder Executive Business Reviews.
- Identify and execute customized upsell plans.
- Provide tailored product consultations aligning BILL's AP/AR and S&E.
- Set standards for process execution and SLA adherence.
- Resolve complex customer issues independently with cross-functional help.
Skills
Tools
Job description
BILL is a leading financial operations platform for small and midsize businesses. As part of our growth, the Mid-Market CSM owns a portfolio of mid-market accounts and acts as a trusted advisor to drive retention and expansion across AP/AR and Spend & Expense.
You will lead Executive Business Reviews, align BILL's product capabilities to customer goals, and independently manage complex upsell opportunities while delivering measurable business outcomes in a remote-first environment with
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