SMB Account Manager- Activation

BILLSan Jose, UT
2d$85,000 - $120,000

About The Position

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 By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations.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 an SMB Account Manager (Activation) and help mid-market customers unlock the full value of our spend and expense platform. You’ll own a book of our largest SMB and mid-market accounts, building trusted relationships with finance and accounting leaders to drive adoption, expand usage, and translate their workflows into tangible results. If you are energized by solving real operational challenges for customers and can turn insights into action, this role offers a direct path to measurable impact. You’ll be part of our post‑sales organization focused on activation and expansion—guiding customers from onboarding through continuous enablement and growth. In this role, you’ll coach teams on best practices, remove friction in product usability, and identify opportunities to extend BILL across departments and subsidiaries. Make an impact at BILL by helping customers modernize their financial operations and realize the promise of automation.

Requirements

  • 2+ years in a quota‑carrying account management or sales role with a track record of retention and expansion.
  • Proven consultative skills—listening deeply, earning trust, and guiding customers to decisions that drive adoption and value.
  • Excellent written and verbal communication, including presenting to finance and accounting stakeholders.
  • Working knowledge of financial statements (e.g., income statement, balance sheet) and how they inform business decisions.
  • Familiarity with leading accounting or ERP systems (e.g., QuickBooks, NetSuite) and how they connect to spend/expense workflows.

Nice To Haves

  • Experience in SaaS sales, post‑sales or customer success within fintech, payments, or expense management.
  • Background partnering directly with finance/accounting teams or prior experience in a finance/accounting function.

Responsibilities

  • Own a portfolio of key SMB and mid‑market accounts; retain and expand revenue through strategic account planning and consistent execution.
  • Drive customer activation and ongoing enablement by managing onboarding, training, and adoption programs that deliver time‑to‑value quickly.
  • Build executive‑level relationships with finance and accounting leaders; uncover business goals and map BILL solutions to their workflows and processes.
  • Identify and close expansion opportunities across additional departments, subsidiaries, and use cases; manage a qualified pipeline end‑to‑end.
  • Anticipate and resolve product usability roadblocks; collaborate cross‑functionally to advocate for customer needs and accelerate outcomes.
  • Maintain deep fluency in BILL’s products, expense reporting, and accounting practices to consult credibly and guide best‑practice usage.
  • Leverage effective time and territory management to maximize impact; conduct on‑site business reviews as needed (travel up to 30%).
  • Document activities, pipeline, and forecasts in Salesforce with rigor and accuracy.

Benefits

  • 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
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