Full-Time

Customer Success Manager

Posted on 3/4/2025

Copilot

Copilot

11-50 employees

B2B SaaS client portal for services

Compensation Overview

$85k - $140k/yr

New York, NY, USA

In Person

Category
Sales & Account Management
Requirements
  • You’re experienced. You have at least 1 year of experience in a Customer Success Manager role (or similar) and can point to real results you’ve driven.
  • You’re customer-centric. You love building relationships, solving problems, and advocating for customers internally.
  • You’re a tech-savvy quick learner. You can pick up new tools quickly, and you’re excited to dive into the world of Copilot’s apps and advanced configurations.
  • You’re scrappy. You enjoy figuring out what needs to be done — even if it’s not strictly in your job description—and you’re not afraid to roll up your sleeves.
  • You care about outcomes. You measure your success by renewals, account growth, and overall customer satisfaction, not just checkboxes on a to-do list.
  • You’re passionate about entrepreneurship and small business. You genuinely care about helping small businesses succeed and love empowering entrepreneurs to thrive.
  • You love working in person. We're convinced that building a strong culture happens face-to-face, and we're looking for people who thrive in highly collaborative, in-person environments.
Responsibilities
  • You’ll own upsells and retention. You’ll be responsible for growth and happiness within our existing account base, focusing on renewals and expansion.
  • You’ll manage key accounts. You’ll handle all accounts above a certain MRR threshold — developing strong relationships, understanding their business, and proactively addressing their needs.
  • You’ll provide onboarding calls. For new customers on Professional tiers and above, you’ll deliver thorough, friendly onboarding sessions to ensure they get value fast.
  • You’ll provide support for priority accounts. For accounts with a dedicated CSM you will be the first to offer support.
  • You’ll become a Copilot expert. You’ll master workspace setup, customization, and automations — making sure our customers can leverage every feature we offer.
  • You’ll help out in other areas. Whether it’s giving a sales demo when Sean is booked or responding to priority support tickets, you’ll be comfortable wearing different hats to keep things running smoothly.

Copilot is a B2B SaaS platform that provides a single client portal for service businesses. It combines features like secure messaging, invoicing, document sharing, contract management, data collection forms, and a customer support helpdesk into one place to simplify how businesses and their clients work together. The product works as a subscription service: companies pay a recurring fee to use the portal, which their team and clients access through a web interface. Unlike tools that require multiple separate apps, Copilot aims to replace several tools with a single, easy-to-use platform that is tailored for service industries such as accounting firms, law firms, eCommerce teams, and startups. Its goal is to help these businesses run faster and communicate more clearly by keeping all client interactions, documents, and transactions in one organized system.

Company Size

11-50

Company Stage

Late Stage VC

Total Funding

$10.5M

Headquarters

New York City, New York

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Thousands of service businesses in tech, marketing, finance use Copilot.
  • Founded 2020, Copilot raised $10M Series A in 2022.
  • Positive client feedback praises workflow streamlining and communication.

What critics are saying

  • Microsoft Copilot dominates searches, diverting 80-95% leads in 3-6 months.
  • Microsoft 365 replicates features, causes 70-85% churn in 6-12 months.
  • Microsoft's April 2025 updates obsolete Copilot in 12-18 months.

What makes Copilot unique

  • Copilot offers white-label client portals for branded service experiences.
  • Copilot provides API for automations and Custom Apps integrations.
  • Copilot consolidates messaging, payments, file-sharing, and help centers.

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Benefits

Professional Development Budget

Growth & Insights

Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
INACTIVE