BILL Holdings taps a new Chief Revenue Officer to defend its SMB turf

As seen on the 24/7 Wall St. homepage on October 2, 2026.

New insider tie · Form 3 Jonathan Leaf
Now Chief Revenue Officer at BILL Holdings, Inc.

A new revenue chief at a $3.7 billion payments company lands right as the firm fights for SMB wallet share against Intuit and a wave of bank-backed rivals. Leaf now owns the growth number investors have been punishing the stock over.

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Revenue growth, the exact metric investors have been penalizing BILL Holdings for, now has a dedicated owner: Jonathan Leaf took over as Chief Revenue Officer on October 2, 2026.

He inherits the fight for small-business customers against Intuit and a growing field of bank-backed payment platforms, with a market capitalization near 3.7 billion dollars reflecting how far sentiment has fallen.

Any acceleration from here lands squarely on his record.

Ignore the hire and you miss the clearest early read on whether BILL's trajectory changes.

Sources

Mentioned: BILL

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BILL BILL Holdings, Inc.
Q4 2026
EPS
$0.84
est $0.71 +18.5%
Revenue
$436M
est $431M +1.3%

Layoffs are showing up in the numbers: non-GAAP operating income jumped 80% year over year to $101.6 million. Management guided FY27 non-GAAP EPS to a range of $3.56 to $3.79 and says GAAP profitability is finally in reach. The catch is customers, with the business count down to 479,300.

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