Pilot provides small businesses with dedicated finance experts who manage bookkeeping and financial services. The Sr. Customer Success Manager will ensure smooth customer renewals and oversee the customer lifecycle.
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Skills
Customer success experience
Strong communication skills
Analytical skills
Self-motivation
Detail-oriented
Proficiency in Salesforce or similar tools
Responsibilities
Manage a monthly portfolio of renewing customers
Identify and address churn risks
Negotiate contract renewals and retention
Maintain understanding of Pilot’s products
Serve as customer advocate and provide feedback
Uncover add-on or cross-sell opportunities
Support financial and strategic analyses
Education
Degree in Accounting or Finance preferred
Experience in customer-facing roles
Benefits
Flexible vacation/time-off policy
Competitive benefits package
Parental leave with pay for 12 weeks
401(k) plan
Wellness benefits
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