Customer Success Manager
About this role
Who We Are
Finance leaders choose Billtrust to get paid faster, control costs, and maximize customer satisfaction. As the leader in B2B accounts receivable workflow and payment software, we provide the world’s leading brands with AI-powered solutions across the full AR lifecycle—from invoice presentment and payment processing to cash application and collections. With over 2,600 global customers, more than $1 trillion in invoice dollars processed, and a proprietary network of 13 million buyers, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on meaningful customer outcomes.
We’re an AI-first company, not just in what we build for our customers, but in how we work. Across every function, our teams use AI tools daily to work faster, make better decisions, and deliver higher-quality outcomes. We hire exceptional people, give them cutting-edge AI capabilities, and measure success by the impact they create. If you want to do the best work of your career at the frontier of AI and fintech, Billtrust is the place to do it.
Our Values
Customers
We relentlessly increase value for customer and do the right thing for them.
Action
We make ‘thoughtfully fast’ decisions, act quickly, cut through red tape, deliver progress not perfection, take ownership and accountability.
Team Spirit
We put the team ahead of ourselves, foster trust and respect, collaborate with passion, despise toxic politics, value our differences, and celebrate together.
Innovation
We challenge the status quo, experiment thoughtfully, and are novel and brilliant in what we create.
Excellence
We love to win, but we hate losing even more. We aspire to be the best and take pride in our work. When we fall short, we own it and come back stronger.
About the Role:
The Customer Success Manager is a critical role responsible for engaging a portfolio of strategic customers and building each relationship into a mutually beneficial, long-term partnership. You will leverage AI tools and co-worker agents to monitor customer health, surface adoption signals, and prepare for customer conversations—focusing your expertise on the trusted advisor relationships and strategic guidance that drive genuine customer satisfaction and retention.
In this role, you will be the primary point of contact for your accounts, representing the voice of the customer internally while proactively working to ensure that every customer achieves meaningful value from the Billtrust platform. Success here means customers renew, expand, and advocate—because they can’t imagine running their AR function without us.
What You'll Do:
Customer Value & Platform Adoption
- Work directly with a portfolio of customers to define success metrics, drive platform adoption, and deliver measurable value.
- Develop a deep understanding of customer needs, use cases, and objectives to ensure the Billtrust platform is properly leveraged to achieve them.
- Help customers identify, frame, and realize the business value of Billtrust, building the case for renewal and expansion.
- Assist customers in driving user adoption and change management within their organizations.
- Other duties as assigned.
Relationship Management & Retention
- Build and maintain strong, trust-based relationships with all key customer stakeholders, from day-to-day users to executive sponsors.
- Monitor and report on the overall health of customers using AI-powered health dashboards, tracking key usage and satisfaction indicators.
- Ensure high customer satisfaction and retention by proactively identifying risks and coordinating timely interventions.
- Drive customer advocacy by developing case studies, references, and success stories from your portfolio.
- Serve as a point of escalation for key customer issues and ensure swift, well-coordinated resolution.
Growth & Cross-Functional Collaboration
- Evangelize Billtrust platform capabilities, identifying opportunities for further growth and collaborating with account teams to position upsells.
- Work with services teams to facilitate the smooth onboarding of new customers.
- Represent the voice of the customer internally, partnering with Product, Support, and Services to resolve concerns and accommodate reasonable requests.
- Use AI tools to accelerate customer research, communication prep, and portfolio-level insights.
What You'll Bring:
Required Skills:
- 2+ years of experience in customer success, account management, or a related customer-facing role at a technology company.
- Demonstrated ability to build and maintain relationships with senior and executive stakeholders.
- Strong written and verbal communication skills with the ability to present analysis clearly and persuasively.
- Understanding of key financial services and technology trends.
- Ability to understand complex business scenarios and extrapolate actionable recommendations.
- Comfort using AI tools to accelerate daily work and improve customer outcomes.
- Proactive, collaborative attitude with the ability to influence and drive results in a virtual team environment.
Preferred Skills:
- Experience in fintech, accounts receivable technology, or B2B SaaS environments.
- Familiarity with CRM and customer success platforms such as Salesforce or Gainsight.
- Demonstrated ability to build AI-assisted workflows into customer health monitoring and account planning.
What You’ll Get
At Billtrust, we believe your total rewards should reflect the impact you make. Our benefits package includes comprehensive health coverage, competitive retirement, generous PTO and parental leave, flexible work options, and meaningful investment in your professional development. We’re building something special and we want you to feel supported while doing it.
At Billtrust, we value an equitable and inclusive work environment and strive to build and foster diverse teams. Even if your work experience doesn’t align exactly with the position requirements, we’d still love to hear from you. You may just be the right candidate for this or other roles.
We are committed to building a team that represents a variety of diverse backgrounds, perspectives, and skills. We are proud to be an equal opportunity workplace that celebrates and supports diversity and inclusion. We make all employment and related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.