Work closely with Client Executives and CSM to determine account install base (IB) strategy and identify and qualify retention opportunities;
Own IB management process and support IB retention sales within their IB retention specialty (renewal, tech refresh, keystones, cloud subscriptions etc.);
Oversee the retention opportunity creation and hygiene
Maintain and grow retention rates (including renewal on-time (OTRR) and in-quarter (IQRR) rates, tech refresh, keystones, cloud subscriptions etc.) and discount governance;
Establish profitable relationships with the channel partners, customers, and account teams with the focus on retention, identifying opportunities for upselling and minimizing churn;
Design, scope, and prepare customer proposals within their assignment (aligned to specialty);
and competencies
Own quoting process and quote quality for core renewals, tech refresh, managed services (Keystones),and cloud renewals; collaborate with NetApp quoting team to ensure quality, timliness and accuracy of quotes
Serve as subject matter expert and provide technical advice related to customer proposals/quotes to help address queries from customers and channel partners; provide advice on compliance matters and policies
Engage with the channel partners to progress retention opportunities through the sales cycle;
Educate channel partners on the retention IB process and opportunity management process;
Attend customer/partner escalations related to retention sales and/or IB matters and engage with cross functional teams to seek resolution
Business Objectives
Successful execution on customer retention strategy to drive retention dollar outcomes