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Proficiency in gSuite, Salesforce, Netsuite, and/or Freshservice a plus
About the Role
As an Associate Renewal Support Analyst, you will partner cross functionally across teams to assist with the creation of renewal quotes for our customers and channel partners, ensuring we are being proactive in our approach, and playing a key role in customer retention. You will be responsible for proactively creating accurate renewal quotes, whilst monitoring our Freshservice ticketing system to provide concise support to the sales teams regarding renewal pricing, product queries, billing schedules and multi year renewal structures.
In this role, you will:
Utilize NetSuite (ERP+CRM) and Salesforce (CRM)to create renewal quotes for the current customer base
Deliver validated renewal quotes to appropriate Customer Success Manager or directly to Customers/Partners 90-120 days in advance of subscription expiration
Work with Customer Success Operations/Deal Operations counterparts to validate accuracy of baseline and account ARR and escalate scenarios for review
Research customer license records, subscriptions purchases, and renewal history while assisting with fulfillment, as required
Take ownership of the Tier 5 customer lifecycle
Gather requirements from Customer Success Managers and Account Executives for renewal, expansion and upsell opportunities with clear understanding of co-term/true-up calculations and quoting
Help to calculate and validate challenging quoting scenarios including multidate co-terms, non-standard deployments, billing requirements and securing necessary internal approvals
Assist with projects to drive automation and efficiency
Monitor the deal support ticket queue to provide general quoting assistance and advice on common deal questions, in a timely fashion
The skills you’ll bring include:
1-3 years of experience in order management, sales operations, or a business operations role
BA/ BS in Business Administration, Finance, or Accounting degree from 3 year college or university or equivalent experience
Strong communication skills demonstrated through email, slack, customer calls, and internal meetings
Strong analytical skills with a high attention to detail
Customer centric approach, dedicated to providing exceptional customer service
Tech savvy & excited to work in a fast-paced environment
Collaborative team player, who also has the ability to work independently
Ability to multitask and prioritize at times of high volume, schedule flexibility during End of Month, End of Quarter
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