- Own the end-to-end renewal process for assigned accounts, including preparing renewal packs and contacting customers 90+ days before expiry.
- Manage quoting, order forms, and document execution for renewals, expansions, and contract modifications.
- Highlight expansion, churn, and contraction risks while maintaining accurate forecasts.
- Serve as the primary point of contact for non-sales customer queries regarding billing, contracts, and product questions.
- Build and maintain pricing illustration sheets to support deal strategy.
- Ensure CRM data accuracy including health scores and opportunity data.
- Coordinate with legal counsel to manage contract redlines and align on terms.
Data AnalysisSalesforceAccount Management+1 more