Account Executive – Ad Sales
Ratehub.ca
Senior Customer Success Manager
Pilot.com
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California, Tennessee • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $136,000 per year
Job Level
Senior
About the role
- Proactively manage a monthly portfolio of renewing customers, collaborating with Operations and other teams to drive optimal outcomes
- Identify and address churn risks by aligning closely with Operations and supporting customer calls as needed
- Own and execute win/win contract negotiation strategies for renewals and retention
- Maintain a deep understanding of Pilot’s products and processes to recommend relevant features
- Serve as the customer’s advocate and provide internal feedback to improve product offerings and processes
- Uncover add-on or cross-sell opportunities and coordinate with product-line owners
- Maintain churn pipeline and communicate churn risks to internal stakeholders to help achieve net revenue targets
- Support financial and strategic analyses by ensuring timely off-boarding for churned customers and complete data collection
- Work cross-functionally to manage the full customer lifecycle and foster Pilot’s role as a trusted partner
Requirements
- 3+ years experience in customer-facing roles in public accounting or finance; OR Customer Success, Sales or Account Management
- Strong verbal and written communication skills
- Highly self-motivated and autonomous, demonstrating ownership over business results
- Demonstrated aptitude to learn quickly; interest in accounting, finance, and/or financial technology
- Analytical skills and ability to interpret customer data, compile reports, and make data-driven decisions
- Positive attitude and ability to stay calm and solution-focused under pressure
- Strong organization and prioritization skills
- Education/experience in accounting or finance preferred
- Experience with Salesforce, Looker, or ClickUp is a plus
Benefits
- Flexible vacation/time-off policy
- All federal holidays are observed
- Competitive benefits package, including health benefits
- Wellness benefits such as One Medical, Calm, Carrot Pro, Spring Health
- Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
- 401(k) plan
- Equity eligibility for full-time regular positions
- Opportunity to join a seasoned founding team
- Investment in employee development and happiness
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer successaccount managementcontract negotiationdata analysisfinancial analysisreport compilationchurn managementcross-sellingproduct knowledgecustomer advocacy
Soft skills
communication skillsself-motivationownershipanalytical skillspositive attitudesolution-focusedorganization skillsprioritization skillscollaborationadaptability
