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Customer Success Analyst ( B2B,Global Exposure )

Customer Success Analyst ( B2B,Global Exposure )

Insightsoftware
2-4 Years
Not Disclosed
Early Applicant
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  • Posted 25 days ago
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Job Description

  • Proactively work with our Renewals Managers to renew customers software maintenance agreements and subscriptions.
  • Create renewal offers/quotes based on contract information, customer usage, and company direction.
  • Deliver renewal offers/quotes on time to appropriate customer contacts.
  • Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio.
  • Negotiate contract terms and pricing with guidance from relevant internal departments and management.
  • Process renewal orders.
  • Maintain and update account information in CRM.
  • Update customer health information when applicable based on negotiation and discussions with the customer.
  • Refer potential opportunities for expansion to our Sales team.
  • Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
  • Gain a basic knowledge of insightsoftware solutions to better communicate value with customers.

Competencies

  • To perform the job successfully, an individual should demonstrate the following competencies:
  • Drive & Discipline ability to focus and work hard to achieve the right results.
  • Customer Focus - Enthusiastic about making clients successful.
  • Integrity high ethical standards and doing the right thing even when others arent looking.
  • Mental agility a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems.
  • Detail-orientation be thorough and consistently deliver high-quality work.
  • Proactively work with our Renewals Managers to renew customers software maintenance agreements and subscriptions
  • Create renewal offers/quotes based on contract information, customer usage, and company direction
  • Deliver renewal offers/quotes on time to appropriate customer contacts
  • Report and maintain an accurate forecast; manage renewal forecasting meetings and collaboration activities for designated account portfolio
  • Negotiate contract terms and pricing with guidance from relevant internal departments and management
  • Process renewal orders
  • Maintain and update account information in CRM.
  • Update customer health information when applicable based on negotiation and discussions with the customer.
  • Refer potential opportunities for expansion to our Sales team.
  • Share customer feedback with appropriate internal departments including but not limited to Customer Success, Support, and Management
  • Gain a basic knowledge of insightsoftware solutions to better communicate value with customers.

Qualifications

  • 2 to 4 years experience in Renewals Management or Account Management in the software industry
  • Knowledge of CRM systems, preferably Salesforce: The Customer Company
  • Knowledge and experience reviewing and comprehending contract terms, preferably in software.
  • Ability to work in a fast-paced environment.
  • Ability to work cross-functionally with other departments and team members.
  • Comfortable in a highly autonomous role with strong organizational skills
  • Knowledge of CPQ, SalesLoft, NetSuite, and other related tools a plus
  • Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
  • Excellent interpersonal and written and oral communication skills.

Preferred qualifications:

Salesforce:

  • The Customer Company or any CRM experience
  • Experience working for a software company in the renewals or customer success department.

Key Skills

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