Scaled Customer Success Manager
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section only when posting has real specific content. So we need to decide which sections to include.
Content:
- Intro about company and role: could be "About the role" (or maybe "About the role" summarizing). We'll include that.
- Responsibilities: list bullet points.
- Qualifications/Requirements: includes "We’d Love To Chat If You Have ..." and "Nice To Have". Could be combined under "Qualifications". We'll include "Qualifications" with bullet list of required and nice-to-have.
- Benefits: list bullet points of benefits.
- Pay: OTE ranges per zone. Provide that.
- Skills: maybe not separate; we could omit if not explicit. The qualifications already cover skills. So we omit Skills.
- Schedule: none.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: EEO, accommodations, privacy, candidate integrity, etc. Also remove "We’d love to hear from you—you might be just what we’re looking for..." etc. Also remove "Innovate with purpose At BILL..." intro? That's company description; we can keep as part of About the role.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details like remote-first, office spaces, etc. Also mention "This role is eligible to participate in BILL’s sales incentive and equity plans." etc.
We need to format bullet lists with - . For prose use
.
We need to output only HTML fragment, no markdown fences.
Let's craft.
First, maybe a
for introductory paragraph about company and role.
Then
About the role
with describing the role: "Join BILL as a Scaled Customer Success Manager..." etc.
Then
Responsibilities
with list.
Then Qualifications
with list splitting required and nice-to-have? Could separate but still within same section. Could have two sublists? But we can just list all items; maybe denote required vs nice-to-have within text. But we must preserve detail; we can keep the phrasing.
We'll produce list items exactly as in posting.
Responsibilities list:
- 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.
Qualifications required:
- Experience in customer-facing, revenue-tied roles such as customer success, account management, inside sales, banking, or finance.
- 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.
- 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
- Visa Sponsorship: note not eligible (but that's metadata; we could include as a short p maybe under Qualifications? It's not a qualification but a note. Could be placed in a short p after qualifications. But instructions: do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short or drop it. Visa sponsorship is minor metadata; we can include a short p.
Also note: "This role is eligible to participate in BILL’s sales incentive and equity plans." That's substantive; include maybe in Qualifications or a separate p.
Also "Our ranges for each role and job level are based on a variety of factors..." that's about pay; we will put under Pay.
Also "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." That's benefits; we will list under Benefits.
Also later "What’s in it for you? ... Here is a preview of some of the amazing benefits here at BILL:" then list bullet points: 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.
We need to combine benefits info; avoid duplication. We'll produce a Benefits section with bullet list combining both sets (but ensure not to repeat). We'll include all distinct items.
Pay section: OTE ranges per zone. Provide as
maybe with list.
We must not include sections with filler like "commensurate with experience". Not present.
We must not include Schedule.
Now produce HTML.
Let's craft:
About the role
At BILL, we empower businesses with innovative financial automation tools. We’re remote‑first with office spaces in San Jose, CA and Draper, UT, and we’re looking for a Scaled Customer Success Manager to help small and mid‑size businesses modernize how they manage payables, receivables, and spend & expense. In this high‑ownership, quota‑carrying role you’ll manage a shared book of SMB customers, drive retention, expansion, and renewals, and guide customers to measurable outcomes through data‑driven success plans, executive conversations, and best‑practice enablement.
Then Responsibilities.
Then Qualifications.
We might split Qualifications into Required and Nice-to-have subheadings? But only allowed headings are the listed ones; we could still use for subheadings? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but to be safe we stick to those. We could include Required and Nice-to-have as
intro then
. That's fine.
We'll include a short p for visa sponsorship note after Qualifications.
Then Benefits.
Then Pay.
Let's write Benefits bullet list:
- 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
- Medical, dental, vision, life and disability insurance
- 401(k) retirement plan
- Flexible spending & health savings account
- Paid holidays
- Paid time off
- Other company benefits
But there is duplication: medical/dental/vision etc already covered. We could keep both sets but avoid exact duplicates. Let's combine unique items:
From first benefits list (the competitive package):
- medical, dental, vision, life and disability insurance
- 401(k) retirement plan
- flexible spending & health savings account
- paid holidays
- paid time off
- other company benefits
From the "preview" list:
- 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
We can merge: medical/dental/vision covered; life insurance covered; disability coverage; HSA/FSA; 401k; paid holidays; paid time off; other benefits; plus the extra items: 100% paid (maybe same as medical etc), Employee Assistance Program, 11+ observed holidays etc (similar to paid holidays but more), Employee Stock Purchase Program, Wellness & Fitness initiatives, Employee recognition and referral programs.
We'll produce a concise list without redundancy.
Let's produce:
- 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
- 401(k) retirement plan
- Paid holidays
- Paid time off
- Other company benefits
That covers.
Pay section: Provide OTE ranges per zone.
We'll write:
On Target Earnings (OTE) – Remote‑based roles
- Zone 1 (San Francisco Bay Area CA, New York City, Seattle, Los Angeles County): $88,000 – $105,600 USD
- Zone 2 (CA non‑SF Bay Area & Los Angeles County, Austin TX, Massachusetts): $79,200 – $95,000 USD
- Zone 3 (Utah office area, Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania): $74,800 – $89,800 USD
We could also note that ranges are based on experience, expertise, location.
Now produce final HTML.
Make sure no extra text
. We need to output only HTML fragment, no markdown fences. Let's craft. First, maybe a
for introductory paragraph about company and role. Then
About the role
withdescribing the role: "Join BILL as a Scaled Customer Success Manager..." etc. Then
Responsibilities
with- list.
Then
- Zone 1 (San Francisco Bay Area CA, New York City, Seattle, Los Angeles County): $88,000 – $105,600 USD
- Zone 2 (CA non‑SF Bay Area & Los Angeles County, Austin TX, Massachusetts): $79,200 – $95,000 USD
- Zone 3 (Utah office area, Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania): $74,800 – $89,800 USD
Qualifications
with- list splitting required and nice-to-have? Could separate but still within same section. Could have two sublists? But we can just list all items; maybe denote required vs nice-to-have within text. But we must preserve detail; we can keep the phrasing.
We'll produce list items exactly as in posting.
Responsibilities list:
- 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.
Qualifications required:
- Experience in customer-facing, revenue-tied roles such as customer success, account management, inside sales, banking, or finance.
- 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.
- 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
- Visa Sponsorship: note not eligible (but that's metadata; we could include as a short p maybe under Qualifications? It's not a qualification but a note. Could be placed in a short p after qualifications. But instructions: do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. Visa sponsorship is minor metadata; we can include a short p. Also note: "This role is eligible to participate in BILL’s sales incentive and equity plans." That's substantive; include maybe in Qualifications or a separate p. Also "Our ranges for each role and job level are based on a variety of factors..." that's about pay; we will put under Pay. Also "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." That's benefits; we will list under Benefits. Also later "What’s in it for you? ... Here is a preview of some of the amazing benefits here at BILL:" then list bullet points: 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. We need to combine benefits info; avoid duplication. We'll produce a Benefits section with bullet list combining both sets (but ensure not to repeat). We'll include all distinct items. Pay section: OTE ranges per zone. Provide as
maybe with list. We must not include sections with filler like "commensurate with experience". Not present. We must not include Schedule. Now produce HTML. Let's craft:
About the role
At BILL, we empower businesses with innovative financial automation tools. We’re remote‑first with office spaces in San Jose, CA and Draper, UT, and we’re looking for a Scaled Customer Success Manager to help small and mid‑size businesses modernize how they manage payables, receivables, and spend & expense. In this high‑ownership, quota‑carrying role you’ll manage a shared book of SMB customers, drive retention, expansion, and renewals, and guide customers to measurable outcomes through data‑driven success plans, executive conversations, and best‑practice enablement.
Then Responsibilities. Then Qualifications. We might split Qualifications into Required and Nice-to-have subheadings? But only allowed headings are the listed ones; we could still use for subheadings? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but to be safe we stick to those. We could include Required and Nice-to-have as
intro then
- . That's fine.
We'll include a short p for visa sponsorship note after Qualifications.
Then Benefits.
Then Pay.
Let's write Benefits bullet list:
- 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
- Medical, dental, vision, life and disability insurance
- 401(k) retirement plan
- Flexible spending & health savings account
- Paid holidays
- Paid time off
- Other company benefits
But there is duplication: medical/dental/vision etc already covered. We could keep both sets but avoid exact duplicates. Let's combine unique items:
From first benefits list (the competitive package):
- medical, dental, vision, life and disability insurance
- 401(k) retirement plan
- flexible spending & health savings account
- paid holidays
- paid time off
- other company benefits
From the "preview" list:
- 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
We can merge: medical/dental/vision covered; life insurance covered; disability coverage; HSA/FSA; 401k; paid holidays; paid time off; other benefits; plus the extra items: 100% paid (maybe same as medical etc), Employee Assistance Program, 11+ observed holidays etc (similar to paid holidays but more), Employee Stock Purchase Program, Wellness & Fitness initiatives, Employee recognition and referral programs.
We'll produce a concise list without redundancy.
Let's produce:
- 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
- 401(k) retirement plan
- Paid holidays
- Paid time off
- Other company benefits
That covers.
Pay section: Provide OTE ranges per zone.
We'll write:
On Target Earnings (OTE) – Remote‑based roles