Build new and nurture existing relationships with Pilot's commercial real estate (CRE) partners to keep Pilot top of mind.
Host regular check-ins, on-site meetings, and events to strengthen relationships and stay informed about partner needs and potential opportunities
Coordinate, schedule, and manage logistics for partner meetings, property visits, and events
Position Pilot as a strategic partner and trusted resource for building operators, highlighting Pilot's compelling differentiation within a competitive ISP landscape
Serve as a resource for partners by sharing updates, insights, and best practices about Pilots' services and the benefits they provide to tenants
Collaborate effectively with internal teams to address partner inquiries promptly, ensuring a seamless customer experience
Proactively gather feedback from partners to identify areas for improvement and opportunities for additional collaboration
Work closely with management and marketing team to align partnership goals and priorities
Assist in creating and managing materials for partner meetings and events
Document insights about the competitive landscape, tenant profiles, and demographics within our building portfolio, to inform strategic initiatives
Maintain meticulous and up-to-date records of partner interactions, building details, and other relevant information in Pilot's CRM
Track and report on the health and growth of partner relationships including engagement levels and opportunities for improvement
Prepare regular reports on relationship-building activities and key performance metrics
Continuously evaluate existing processes, systems, and workflows to optimize for efficiency and streamline relationship management
Proactively seek opportunities to enhance the partner experience through innovative solutions
WHAT WE'RE LOOKING FOR
3-5 years of professional experience in relationship management, account management, or a related field, with a preference for commercial real estate
Must be willing to work in the field up to 5 days a week as required and comfortable working outside traditional business hours (regular event attendance will be required; events may begin before 8 AM and after 6 PM)
Proficiency in Salesforce, GSuite, and other standard sales and relationship management tools to effectively track engagement and streamline workflows
Excellent communication and interpersonal skills
Ability to work independently and thrive in an environment with minimal direction
Pilot is a financial services company that provides bookkeeping, tax, and CFO services to startups and small businesses. The company's platform automates financial processes and provides real-time insights into financial performance. Pilot was founded in 2017 by a group of former PayPal employees and has raised over $120 million in funding. The company has over 1,000 clients and has partnerships with major accounting software providers such as QuickBooks and Xero.
