Customer Success Manager

2-3 years of experience in a sales or business development role, preferably in a B2B environment.
1-2 years experience in a customer facing account management and/or CSM role highly desirable
Experience managing sales and post-sales pipelines, including customer onboarding, upselling, and customer retention strategies
Understanding of the sales process and customer relationship management.
Basic knowledge of finance and accounting
Strong communication and interpersonal skills.
Possesses a proactive mindset and the capacity to quickly pivot in response to changing priorities and process adjustments
Maintains professional phone etiquette and engages customers in meaningful dialogue to ascertain their needs and pain points
Proficiency with CRM software (e.g., Salesforce) and other sales tools.
Good organizational and time management skills.
Ability to work independently and as part of a team.

Responding to outbound, customer marketing-generated leads to setup quality demos and discovery calls for BILL Account Managers
Perform customer discovery calls, provided by S/E Customer Success Managers, to analyze customer needs and qualify potential expansion
Making 50+ Outbound phone calls each day
Conducting daily outreach consisting of outbound phone calls and targeted e-mail campaigns
Leading multiple expansion prospects simultaneously at various stages of the BILL qualification cycle
Develop and maintain an in-depth knowledge of BILL’s products and services
Achieving and exceeding weekly/monthly KPI and Performance metrics (Calls, Meaningful Connections, Opportunities Created, Deals Closed, etc..)
Ability and willingness to overcome objections and roadblocks, be resilient, adaptable, and effective with communication
Manage self-generated CTAs to effectively handle the pipeline and ensure smooth operations.

1-2 years experience in a customer facing account management and/or CSM role highly desirable
Basic knowledge of finance and accounting