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Apollo.io is seeking a proactive, data-driven Account Advocate Team Lead to guide and elevate our growing team of Account Advocates. This team plays a critical role in Apollo’s customer lifecycle, specializing in billing inquiries, renewals, downgrades, refund assessments, and high-touch retention conversations with customers considering cancellation. As Team Lead, you will ensure your team consistently delivers exceptional customer experiences while also protecting revenue, reducing churn, and uncovering meaningful insights about customer sentiment and product fit. You’ll be responsible for coaching advocates in negotiation, objection handling, billing acumen, and customer empathy—empowering them to confidently navigate complex, emotionally charged interactions. In this role, you will partner closely with Support, Finance, Sales, Customer Success, and Product teams to streamline billing processes, advocate for customer improvements, and create repeatable playbooks that improve both efficiency and outcomes. This is a highly impactful leadership role that blends people management, operational excellence, financial understanding, and customer retention strategy.
Job Responsibility:
Mentor and coach Account Advocates on renewal management, churn prevention, negotiation techniques, and maintaining empathy during high-stakes conversations
provide structured feedback to improve product knowledge, billing accuracy, and objection-handling confidence
identify skill gaps and design targeted training programs supporting career growth across Support, Sales, Finance, or Customer Success
conduct regular 1:1s, career development sessions, and performance reviews with clear goals and accountability
monitor and analyze key team metrics (e.g., save rate, renewal rate, churn reasons, refund accuracy, CSAT, handle time)
implement data-driven coaching strategies to improve consistency, reduce avoidable churn, and ensure policy adherence
optimize workflows, escalation procedures, and billing operations to create a seamless experience for customers
partner with Support leadership to build knowledge bases, renewal playbooks, policy documentation, and call scripts
oversee high-touch conversations with customers looking to downgrade or cancel, ensuring timely outreach and strategic retention efforts
support escalated billing or refund cases requiring nuanced judgment, policy interpretation, or negotiation
identify patterns in churn or dissatisfaction and turn these insights into actionable recommendations for Sales, Customer Success, and Product teams
collaborate with Finance to ensure compliance, accurate provisioning, and quality control of refund and billing decisions
work closely with Product and Engineering to escalate recurring issues impacting customer satisfaction or renewals
partner with Sales and Customer Success on contract alignment, special pricing cases, and prevention of involuntary churn
represent customer needs and revenue-impact opportunities in cross-functional meetings, advocating for long-term solutions
serve as the final escalation point for complex billing, refund, or renewal cases
ensure consistent interpretation of refund policies, contract terms, and billing workflows across the team
stay ahead of product updates, pricing changes, and policy evolutions that may affect customer conversations
Requirements:
3+ years in a customer-facing role within SaaS (Support, Renewals, Customer Success, Billing Operations)
at least 1 year in a leadership or mentorship role
demonstrated success in customer retention, objection handling, or renewal management
strong analytical mindset
excellent English fluency, both written and verbal
proven ability to balance customer empathy with business policy and financial considerations
experience making judgment-based decisions on refunds, credits, or contract nuances
Nice to have:
Familiarity with billing systems (e.g., Stripe, QuickBooks, Spotdraft) and CRM platforms (e.g., Salesforce)
experience leading or supporting customer renewal workflows in a high-volume SaaS environment
basic understanding of subscription management, account provisioning, and user access logic
exposure to churn analytics, VOC (Voice of Customer) programs, or revenue operations
experience partnering with Finance, Sales, and Product teams to resolve customer-impacting issues
What we offer:
Investment in your growth
resources, support, and autonomy to own your role and make a real impact
collaborative team across departments ready to help you succeed
encouragement of bold ideas and courageous action
freedom to experiment, take smart risks, and drive big wins