Customer Success Manager

New York, New York, United States

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$85,000 – $140,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Consumer Software, Social ImpactIndustries

Requirements

Candidates should have at least 1 year of experience in a Customer Success Manager role or similar, with a proven track record of driving results. A customer-centric mindset is essential, along with the ability to build relationships and advocate for customers. Candidates must be tech-savvy quick learners, comfortable with new tools, and have a passion for entrepreneurship and small business success.

Responsibilities

The Customer Success Manager will own upsells and retention, focusing on growth and satisfaction within the existing account base. They will manage key accounts by developing strong relationships and proactively addressing customer needs. Responsibilities include delivering onboarding calls for new customers, providing support for priority accounts, and becoming a Copilot expert in workspace setup and customization. The role also involves assisting in other areas as needed, such as conducting sales demos or responding to support tickets.

Skills

Customer Success Management

Account Management

Onboarding

Retention

Upselling

Customer Satisfaction

Relationship Building

Problem Solving

Tech Savvy

Sales Demos

Support Tickets

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