Customer Success Manager at Copilot

New York, New York, United States

Copilot Logo
$85,000 – $140,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Consumer Software, Social ImpactIndustries

Skills

Key technologies and capabilities for this role

Customer Success ManagementAccount ManagementOnboardingRetentionUpsellingCustomer SatisfactionRelationship BuildingProblem SolvingTech SavvySales DemosSupport Tickets

Questions & Answers

Common questions about this position

What is the salary range for the Customer Success Manager position?

The salary range is $85K - $140K.

Is this Customer Success Manager role remote or onsite?

The position is onsite with a preference for in-person collaboration.

What skills and experience are required for this Customer Success Manager role?

Requirements include at least 1 year of experience in a Customer Success Manager role or similar, a customer-centric approach with passion for building relationships and solving problems, tech-savvy ability to learn new tools, and being scrappy with focus on renewals, account growth, and customer satisfaction.

What is the company culture like for this Customer Success Manager role at Copilot?

Copilot seeks an entrepreneurial, scrappy, and proactive person for its scaling startup, where you'll report to the CEO, work closely with Support and Sales teams, and dive into different business areas as needed.

What makes a strong candidate for the Customer Success Manager position?

Strong candidates have at least 1 year of relevant experience, drive real results with a customer-centric approach, are tech-savvy and scrappy, and show passion for entrepreneurship, small business, and in-person collaboration.

Copilot

B2B SaaS client portal for service businesses

About Copilot

Copilot provides a client portal designed specifically for service businesses, such as accounting firms, eCommerce companies, law firms, and startups. The platform includes features like secure messaging, invoicing, document sharing, contract management, data collection forms, and customer support helpdesk. By consolidating these tools into one user-friendly portal, Copilot helps businesses streamline their operations and enhance client experiences, ultimately saving time and resources. Unlike many competitors, Copilot focuses on the unique needs of service-oriented businesses, making it easier for them to manage client interactions and workflows. The company's goal is to improve business productivity and client satisfaction through its subscription-based software-as-a-service model.

New York City, New YorkHeadquarters
2020Year Founded
$10.5MTotal Funding
LATE_VCCompany Stage
Consumer Software, Enterprise SoftwareIndustries
11-50Employees

Benefits

Professional Development Budget

Risks

Competition from Salesforce and HubSpot threatens Copilot's market position.
Stricter data privacy regulations may impact Copilot's data management practices.
Economic downturns could reduce spending on SaaS products like Copilot.

Differentiation

Copilot offers an all-in-one platform for service businesses, unlike competitors.
The platform supports customizations and white-labeling for personalized client experiences.
Copilot integrates messaging, payments, and file-sharing into a single user-friendly portal.

Upsides

Growing demand for white-label solutions boosts Copilot's market appeal.
Increased mobile-first strategies align with Copilot's mobile-optimized client portal.
Expansion of API marketplaces enhances Copilot's platform functionality.

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