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insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.
Job Responsibility:
Handling "At Risk" customers effectively is crucial for maintaining relationships and preventing churn
Update customer health information when applicable based on negotiation and discussions with the customer
Create renewal offers/quotes based on contract information, customer usage, and company direction
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
Maintain and update account information in CRM
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
Requirements:
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
Ready to work in eastern shift time (evening 5:30 to morning 2:30 India time)
Excellent interpersonal and written and oral communication skills
Nice to have:
Knowledge of CPQ, SalesLoft, NetSuite, and other related tools a plus
Salesforce: The Customer Company or any CRM experience
Experience working for a software company in the renewals or customer success department
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