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Sr. Customer Success Manager
Posted on 12/2/2022
San Francisco, CA, USA
Experience Level
Desired Skills
  • 5-8+ years experience in a public accounting OR Customer Success, Sales or Account Management role
  • Great verbal and written communication skills with an ability to convey critical information across our customers and our service teams
  • Highly self-motivated and autonomous, demonstrating ownership over business results
  • Experience successfully identifying & closing cross-sell and upsell opportunities to exceed goals
  • Demonstrated aptitude to learn quickly, including an interest in accounting, finance, and/or Financial Technology
  • Positive, can-do attitude; calm under pressure when working through time-sensitive customer issues
  • Analytical skills and the ability to interpret customer data, compile reports, and make insightful, data-driven decisions
  • Organization and prioritization of competing tasks independently and with light guidance from your lead
  • Experience in customer facing accounting or finance preferred
  • Proactively manage a monthly portfolio of renewing customers; prepare new pricing and quotes (including renewal rate calculations), manage customer communications, and close renewals with high success rates
  • Drive revenue growth through upsell and cross-sells in collaboration with cross-functional teams
  • Serve as a customer advocate and provide internal feedback on how Pilot can better meet our customers's needs
  • Maintain a deep understand of Pilot's products and processes, to identify and speak with customers about the most relevant features for their specific business needs
Desired Qualifications
  • Experience with Salesforce is a plus

51-200 employees

Bookkeeping, tax, and CFO services
Company Overview
Pilot powers the financial back office for startups and small businesses. They specialize in bookkeeping, tax preparation, and CFO services and are focused on delivering a customer experience of unparalleled quality.
  • We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
  • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan
Company Core Values
  • Care more than they expect
  • Do it well or don't do it
  • Fix the systemic issue
  • Share the work and the win
  • Seek justice
  • Always be closing