Senior Mid-Market Customer Success & Growth

BILL; California; Remote; USD 151,000 - 182,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) retirement plan

HSA/FSA accounts

Stock Purchase Program

Flexible time off

Job summary

BILL is a leading fintech company with a remote-first culture and offices in San Jose, CA, and Draper, UT. The Mid-Market CSM role focuses on owning a portfolio of complex mid-market accounts, acting as a trusted advisor, and driving retention and expansion across BILL’s AP/AR and Spend & Expense platforms.

You will conductExecutive Business Reviews, align BILL’s product capabilities to client goals, and independently drive upsell opportunities while maintaining strong customer relationships

Qualifications

• 5-8 years in customer-facing SaaS roles managing mid-market accounts.
• Experience leading Executive Business Reviews tied to business outcomes.
• Proven expansion motion ownership: cross-sell, upsell, and revenue growth.
• Deep understanding of how platform capabilities align with customer goals.

Responsibilities

• Own a portfolio of mid-market accounts as trusted advisor across AP/AR and S&E.
• Address churn risks and develop personalized retention plans without direct supervision.
• Lead Executive Business Reviews connecting adoption data to outcomes.
• Identify and execute upsell plans tied to customer goals and long-term value.
• Provide tailored product consultations and troubleshoot integrations to boost adoption.
• Maintain meticulous notes, meet SLAs, and act proactively with strong cross-functional collaboration.

Skills

Customer-facing SaaS

Mid-market accounts

Executive Business Reviews

Upsell & expansion

Salesforce

Gainsight

Tools

Salesforce

Gainsight

Job description

BILL is a leading fintech company with a remote-first culture and offices in San Jose, CA, and Draper, UT. The Mid-Market CSM role focuses on owning a portfolio of complex mid-market accounts, acting as a trusted advisor, and driving retention and expansion across BILL’s AP/AR and Spend & Expense platforms.

You will conductExecutive Business Reviews, align BILL’s product capabilities to client goals, and independently drive upsell opportunities while maintaining strong customer relationships