CoPilot AI

Customer Success Manager

• Champion Retention: Secure the renewal
• Proactive health checks
• Solve problems: Turn at-risk accounts into happy, long-term partners
• Drive experimentation: Guide the strategy of campaign tests
• Help users interpret campaign data to optimize outcomes
• Achieve expansion goals: Monthly target for growing your book of business
• Educate on safety: Teach best practices for safe, sustainable automation
• Facilitate adoption: Migrate users to our new AI Agent platform

Account Executive

• Run the Full Cycle: Take qualified leads, run deep discovery, and close.
• Sell Value: Move prospects from monthly 'testing' to strategic partnerships.
• Orchestrate the First 90 Days with clients.
• Master the technical tools and understand the AI solutions offered.
• Architect partnerships for expansion within clients in the first quarter.