Wholesale Customer Success Specialist

Pilot Company; Ten Mile (TN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical/Dental/Vision benefits

401(k) plan

Tuition reimbursement

Onsite gym

Weekly pay

Employee fuel discount

Adoption assistance

Job summary

Pilot Company is seeking a customer-focused professional to manage day-to-day relationships with wholesale customers and deliver a frictionless experience for marketers. You will build relationships by phone, identify opportunities, onboard customers in CRM, and provide insights through account analyses.

You will collaborate with sales, handle inquiries, and ensure accurate contract and pricing details while maintaining compliance and contributing to quarterly business reviews.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree or 2+ years in sales support preferred.
• Proficient in Microsoft Office.
• CRM experience preferred (Salesforce).
• Able to manage multiple tasks in a fast-paced environment.
• Strong written and verbal 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 the sales team to identify customer needs, pain points, and business opportunities.
• Manage onboarding of customers within CRM, including account, pricing, and contract details.
• Communicate key updates and information to customers.
• Manage the customer feedback process to understand views on service levels.
• Provide account level analysis and trend reporting for marketers and leadership.
• Plan and conduct Quarterly Business Reviews with select customers to ensure success.
• Develop a strong internal network and leverage cross-functional capabilities to meet customer needs.
• Ensure activities comply with rules, policies, and procedures.

Skills

Communication

Organization

Multitasking

Verbal/Written communication

Customer service

Education

Bachelor’s degree

Sales support experience

Tools

CRM (Salesforce)

Microsoft Office

Job description

Pilot Company is seeking a customer-focused professional to manage day-to-day relationships with wholesale customers and deliver a frictionless experience for marketers. You will build relationships by phone, identify opportunities, onboard customers in CRM, and provide insights through account analyses.

You will collaborate with sales, handle inquiries, and ensure accurate contract and pricing details while maintaining compliance and contributing to quarterly business reviews.