Customer Advocate

• Serve as the primary point of contact for assigned customers throughout the renewal lifecycle
• Conduct renewal conversations with business and financial contacts, ensuring alignment on value and outcomes
• Prepare renewal contracts and order forms, ensuring accuracy in pricing, uplift, and co-terminations
• Frame the customer’s value story and address barriers to renewal through proactive, data-informed communication
• Coordinate with Finance, Legal, and Operations as needed to resolve system or billing issues
• Oversee invoicing, payment follow-up, and resolution of any open accounts
• Manage asset accuracy, billing corrections, and record-keeping for renewal and payment history
• Identify on-premises customers who may benefit from SaaS migration and partner with Account Managers on that motion
• Consult Salesforce, support case history, payment history, and customer temperament before initiating any renewal
• Use AI assistants and digital tools to automate administrative tasks, identify risk signals, and deliver insights that improve customer experience
• Collect CSAT/CES feedback post-renewal and act on insights to improve process ease and quality

• 1+ years of experience in customer success, renewals, or finance operations within a SaaS or software company preferred
• Strong communication and negotiation skills
• ability to manage business and finance-level conversations
• Interest in working alongside AI and automation to drive efficiency and scalability
• High attention to detail, accountability for results, and comfort with process ownership

• Working knowledge of Salesforce or similar CRM
• Experience with contract management and billing systems
• Understanding of both on-premises maintenance and SaaS subscription models, including the nuances of messaging and negotiation

Aptean offers competitive pay and robust benefit plans along with the opportunity to grow your career in a fast-paced, flexible and casual environment, an outstanding opportunity for career development and growth