Associate, Revenue Execution

Grade Level (for internal use): 08

Associate, Revenue Execution

The Team:

The Revenue Execution team is a key partner to the frontline Revenue team, serving as experts on renewal execution across D&R and RVS product portfolios. We are a vibrant, global team of ambitious, client-focused professionals who thrive on collaboration, problem solving, and supporting the achievement of revenue goals. If youre energized by partnerships and motivated to lead with impact, this is the team for you.

The Impact:

This role is at the heart of driving revenue within the wider Market Intelligence Revenue organization. As an Associate, Revenue Execution, you will work with multiple internal stakeholder teams and individuals to deliver successful revenue results while aligning with organizational goals.

Whats in it for you:

• Growth opportunity: Partner with senior leadership on execution of our customer retention strategy, fostering relationships with clients across a designated territory.
• Cutting-edge tools: Use the latest technology and creative solutions to support sales and drive retention.
• Global collaboration: Work alongside cross-functional teams and diverse clients, building a worldwide network.
• Results-driven culture: Join a team where quality, innovation, and results are prioritized.

Responsibilities:

• Serve as a partner and retention champion for Revenue leadership by utilizing the Customer Retention Framework to support account teams in all retention-related activities.
• Develop a deep understanding of the renewal process across the entire product portfolio and provide guidance to Account Managers as needed.
• Manage the end-to-end retention process, including renewal preparation, configuration of quotes, documentation creation and management, billing coordination where applicable.
• Utilize meticulous attention to detail to ensure that contracts are correctly generated with the correct terms and conditions, pricing, and pertinent client information.
• Obtain approvals from stakeholders including Legal, Product, and Solutions Engineering to process renewals in a timely fashion and in compliance with internal policies.
• Document renewal activity, including renewal status and relevant notes, in Salesforce to provide accurate revenue forecasts to Senior Leadership.
• Identify and escalate potential risks or concerns regarding renewal process and timelines with Account Management team and Revenue Execution leadership as they arise, proactively recommending solutions where possible.
• Proactively reach out to cross-functional partners on open items to ensure renewals are processed on time and escalate delays to Leadership.
• Promote the adoption and use of enablement tools, advising frontline teams on effective pricing, packaging, retention strategies, and opportunities for upselling and cross-selling.
• Ensure timely submission of agreements and facilitate the signature process, ensuring that countersigned agreements are promptly returned to clients.
• Verify the accuracy of invoices and collaborate with the collections team on outstanding invoices, ensuring compliance with client requests for purchase order (PO) numbers.
• Disseminate monthly Accounts Receivable report to Account Management teams to address latent payments ahead of account suspension.
• Prioritize self-upskilling around company operations, processes, and systems to optimize effectiveness in the role and improve client satisfaction.
• Provide backup support for team leads and management, and complete additional assignments as required.
• Integrate and collaborate with Account Management teams as critical resource for the retention workflow.
• Contribute to a positive work environment by bringing self-starter energy, flexibility, and motivation to the team.

Qualifications:

• Bachelors degree or 3+ years of professional experience in SaaS or a similar business environment
• Proven commitment to excellence , solving complex challenges, and delivering results with a positive, "can do" attitude
• Strong communication and influencing skills with the ability to communicate effectively at all levelsinternally and externally
• Excellent critical thinking and problem-solving skills , with keen attention to detail and a focus on innovation and efficiency
• Self-starter who takes initiative, brings ideas to life, and drives independent execution
• Passion for continuous improvement and curiosity to explore new ways of working
• English fluency
• Client-facing experience, preferably with retention & negotiation experience
• Sales, Support, or Enablement background preferred
• Proficient in Salesforce, Excel, PowerPoint , and other relevant data management and reporting tools