Wholesale Customer Success Manager — CRM Onboarding

Pilot-Company-

Ten Mile (TN)

On-site

USD 42,000 - 62,000

Full time

14 days+

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Benefits offered by this job

Medical Plan (Nationwide)

Fuel Discount

401(k) and FSAs

Tuition Reimbursement

Onsite Gym

Weekly Pay

Job summary

Pilot Company is seeking a Wholesale Customer Success Associate to manage day-to-day relationships with wholesale customers and deliver a frictionless experience for marketers. You will build relationships by phone, resolve issues, and collaborate with the sales team to uncover opportunities.

The role involves onboarding customers in CRM, providing updates, and conducting quarterly business reviews to drive customer success.

Qualifications

High school diploma or equivalent required.
Bachelor’s degree or 2 years’ sales support experience preferred.
Experience with CRM systems (Salesforce preferred).
Ability to learn fuel and rack marketing industry quickly.
Strong organizational and communication skills.

Responsibilities

Provide exemplary service to wholesale and DEF customers by developing and maintaining relationships over the phone, solving issues as they arise and handling customer inquiries.
Collaborate with sales team to identify customer needs and business opportunities.
Manage onboarding of customers in CRM, including accounts, pricing, and contracts.
Communicate key updates to customers and gather feedback for service improvements.
Provide account level analysis and trend reporting for marketers and leadership.
Plan and conduct Quarterly Business Reviews with select customers to ensure success.
Develop internal network and leverage cross-functional teams to respond to customer needs.
Ensure compliance with all policies and procedures.
Perform other duties as assigned.