Customer Success Manager

CoPilot AI is a Vancouver-based SaaS start-up with a mission: to create a kinder capitalism by enhancing digital human interactions, fundamentally changing the way people connect with businesses. Three billion people now live on social media, and yet, businesses and their sales teams are still operating on outdated tools like email and CRMs.

We believe in maximizing authentic and mutually beneficial human connections for business growth, which is why CoPilot AI automatically targets qualified people on social media, initiates one-to-one conversations and surfaces timely sales opportunities without requiring any cold calling, events, or expensive advertising. Our goal is to create a place where our customers can have more meaningful conversations at scale.

As we lean into the next phase, we are looking for a Customer Success Manager to join our fantastic Customer Success team!

The Role

If you’re invigorated by happy customers and make it your life’s mission to understand what customers want (and need!), we’d love to hear from you. This is a hybrid account management and sales role that will stretch your relationship-building to the limit.

Reporting to the Customer Success Team Manager, the Customer Success Manager will be responsible for a dedicated portfolio of customers whom they onboard and support throughout their lifecycle at CoPilot AI. We believe a large part of our competitive advantage is attributed to the close relationships that our Customer Success Managers build with our customers, by understanding of our customers' campaigns, needs, nuances and focus areas of support.

The Customer Success Manager plays a critical role in CoPilot AI’s ambitious growth plans and seamlessly combines industry knowledge, innovative vision, emotional intelligence, thought leadership and a solutions-driven approach, to promote excellence in alignment with CoPilot AI’s people-first culture.

What you’ll do:

Account Management:

  • Onboard customers to them set-up up for success. This important task involves educating customers on best practices with our software platform and collaborating on their initial campaign strategy.
  • Proactively work the phones, emails, and live chat to support customers. Using Intercom, Close CRM, Zoom (and Loom!) you will investigate and troubleshoot technical issues, ensuring you are proactive in controlling any customer fire while it is small and manageable.
  • Collaborate & guide customers to bring them qualified opportunities. Help to continuously refine the outreach criteria and messaging used to generate prospects.
  • Focus on data. Your success is our success! You will be responsible for reducing churn & helping to generate revenue through expansions, referrals and re-engaging lost customers.
  • Be part of the team. We need someone who’s willing to go the extra mile and help to generate ideas and solve problems for our customers. You will cross-collaborate with our sales, product & engineering teams and add to the discussion, take on your own projects, and see how you can impact the overall business.
  • Own the outcome. At the end of the day: are you helping our customers grow their business? Are customers renewing and buying more? Are our customers happy to be guided by you?

Sales Management:

  • Drive revenue growth. Renewals, expansions and up-sells, new product promotion. Anything from planned campaigns to one-off opportunities, we require you to have good timing, pull insights from data and plan strategies that are effective.
  • Seek out opportunities for revenue. We’re a start-up, and we need to continue to grow. If you have sales experience, it will come in handy in this role.

This is an important role within the company, and our expectations are equally high. Whatever you do should drive growth in the right direction. We will reward the right candidate with career growth, professional development opportunities and perks. Most importantly, you will be part of a success story, joining a team of high-performing professionals committed to excellence.

Who you are:

  • 1-2 years of account or customer management experience, preferably in SaaS
  • Possess deep empathy for the customer experience and sound great on the phone
  • Tech savvy - you know the lingo and how the processes work
  • Extremely organized (because you will deal with over 100 customers daily!)
  • Highly motivated individual with the uncanny ability to sniff out an up-sell or revenue opportunity
  • Quick learner, driven and have a great work ethic
  • Natural communicator with the ability to inspire and influence
  • Problem-solver extraordinaire
  • Strong interpersonal skills with the ability to build trusting relationships with team members, management and external partners
  • Strong strategic thinking skills paired with the courage to challenge the status quo
  • Extremely proactive and thrives in a dynamic, move-fast, roll-up-your-sleeves culture


  • Experience with LinkedIn’s Sales Navigator
  • Prior sales experience

What’s in it for you:

  • On target earnings: $55,000 to $70,000 annually
  • Work for one of the fastest-growing companies in Canada, according to Canadian Business
  • A flexible work environment with access to our new downtown Vancouver office (and a fully stocked kitchen!)
  • Full health benefits customizable to your specific needs
  • An additional $200 per month wellness spending account
  • Generous vacation policy with opportunities for additional paid time off
  • Regular team and company events designed to help you get to know your teammates better!
  • Stock options upon hire
  • A chance to be part of a break-out success story, working with other like-minded high performers

COVID-19 considerations: We have been allowing employees to work from home during the pandemic, but those who choose to come into the office may do so. We follow provincial recommendations for those who use the office.

About Us

CoPilot AI is a BC Technology Impact Award finalist and is named by Canadian Business as the winner of the Best Pivot award and one of Canada’s Fastest-Growing Companies. 

As an equal opportunity employer, CoPilot AI truly stands behind #diversity and are committed to creating an environment of inclusion where hiring decisions are based on merit and business needs and without regard to race, color, national origin, ancestry, sex, gender, gender identity or expression, sexual orientation, age, genetic information, religion, disability, medical condition, pregnancy, marital status, family status, veteran status, or any other characteristic protected by law. CoPilot AI also makes workplace accommodations for qualified individuals with disabilities as required by applicable law.

Our Values? Glad you asked!

#Ambition: We use our personal ambitions to focus us on solving our customers problems and making their lives easier, day by day

#Innovation: We're always innovating to create a simple yet powerful software tool where any person, with any level of experience, can use our product to achieve their goals

#Boldness: We commit to create a product that breaks the mold of tradition and disrupts the current market of out-of-date sales and prospecting methods

#Fun: Every day we strive to make prospecting and sales more fun for ourselves, and our customers, by bringing a more human element to prospecting

#Diversity: We value our diverse and energetic team. We celebrate the differences within ourselves while supporting the differences of our customers

#Trust and Transparency: We create trust and transparency by helping our customers uncover new opportunities, supporting their needs, and listening to their stories

Additional information

  • Remote status

    Flexible remote

We usually respond within a week

Or, know someone who would be a perfect fit? Let them know!

Already working at CoPilot AI?

Let’s recruit together and find your next colleague.


Applicant tracking system by Teamtailor