The Customer Success community ensures customers get their desired outcome when using your product. A relationship-focused customer success strategy includes involvement in purchasing decisions, implementing and using products or services, and Customer Support. The CS team increases retention, prevents churn, builds loyalty, and generates account expansion revenue.
ROLE PURPOSE:
The Renewals Coordinator is responsible for the back-end operations of customer accounts including renewals, add-on orders, customer information capture, and billing details. They will also be pivotal to ad-hoc customer projects to ensure retention.
KEY RESPONSIBILITIES/ACCOUNTABILITIES:
Coordinating renewal paperwork
Monitoring upcoming renewals and coordinating with customers and procurement teams to ensure on-time renewal
Creating quotes and coordinating signatures to close renewals
Ensuring accurate customer product license creation, activation, and deactivation, per contracted products
Being the first line of contact for customers for account-related items
Updating Salesforce records consistently and accurately
Partnering with Customer Success Managers, Account Executives, and Finance to address customer needs
Required Capabilities:
Degree in accounting, finance, business, or related discipline, or significant related work history
Detail-oriented and able to work with contracts, pricing, and data accurately
Self-organized, autonomous, and motivated to succeed
Excellent time management and organizational skills
Resilient, determined, and a believer in our mission
A genuine believer in diversity and fairness
An excellent communicator, both in writing and conversation
Able to quickly build rapport with people from diverse backgrounds, at all levels of seniority
Ability to remain focused and flexible during rapid growth
Proactive thinking with a 'can do' attitude
A proactive, organized, and collaborative approach
Willing to work in a team environment effectively
Desired Capabilities:
* Salesforce testing or testing of other SaaS applications
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