
15h Left Customer Success Analyst
4 weeks ago
- Proactively work with our Renewals Managers to renew customers software maintenance agreements and subscriptions.
- Create renewal offers/quotes based on contract information, customer usage, and company direction.
- Deliver renewal offers/quotes on time to appropriate customer contacts.
- Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio.
- Negotiate contract terms and pricing with guidance from relevant internal departments and management.
- Process renewal orders.
- Maintain and update account information in CRM.
- Update customer health information when applicable based on negotiation and discussions with the customer.
- Refer potential opportunities for expansion to our Sales team.
- Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
- Gain a basic knowledge of insightsoftware solutions to better communicate value with customers.
Competencies
- To perform the job successfully, an individual should demonstrate the following competencies:
- Drive & Discipline ability to focus and work hard to achieve the right results.
- Customer Focus - Enthusiastic about making clients successful.
- Integrity high ethical standards and doing the right thing even when others arent looking.
- Mental agility a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems.
- Detail-orientation be thorough and consistently deliver high-quality work.
- Proactively work with our Renewals Managers to renew customers software maintenance agreements and subscriptions
- Create renewal offers/quotes based on contract information, customer usage, and company direction
- Deliver renewal offers/quotes on time to appropriate customer contacts
- Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio
- Negotiate contract terms and pricing with guidance from relevant internal departments and management
- Process renewal orders
- Maintain and update account information in CRM.
- Update customer health information when applicable based on negotiation and discussions with the customer.
- Refer potential opportunities for expansion to our Sales team.
- Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
- Gain a basic knowledge of insightsoftware solutions to better communicate value with customers.
Qualifications
- 2 to 4 years experience in Renewals Management or Account Management in the software industry
- Knowledge of CRM systems, preferably Salesforce: The Customer Company
- Knowledge and experience reviewing and comprehending contract terms, preferably in software.
- Ability to work in a fast-paced environment.
- Ability to work cross-functionally with other departments and team members.
- Comfortable in a highly autonomous role with strong organizational skills
- Knowledge of CPQ, SalesLoft, NetSuite, and other related tools a plus
- Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
- Excellent interpersonal and written and oral communication skills.
Preferred qualifications:
Salesforce:
- The Customer Company or any CRM experience
- Experience working for a software company in the renewals or customer success department.
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