Description
The Revenue Execution team is a key partner to the frontline Revenue team, serving as experts on renewal execution across D&R and RVS product portfolios.
As a Sr. Specialist, Revenue Execution, you will work with multiple internal stakeholder teams and individuals to deliver successful revenue results while aligning with organizational goals.
Responsibilities:
- Serve as a partner and retention champion for Revenue leadership by utilizing the Customer Retention Framework to support account teams in all retention-related activities.
- Develop a deep understanding of the renewal process across the entire product portfolio and provide guidance to Account Managers as needed.
- Manage the end-to-end retention process, including renewal preparation, configuration of quotes, documentation creation and management, billing coordination where applicable.
- Utilize meticulous attention to detail to ensure that contracts are correctly generated with the correct terms and conditions, pricing, and pertinent client information.
- Obtain approvals from stakeholders including Legal, Product, and Solutions Engineering to process renewals in a timely fashion and in compliance with internal policies.
- Document renewal activity, including renewal status and relevant notes, in Salesforce to provide accurate revenue forecasts to Senior Leadership.
- Identify and escalate potential risks or concerns regarding renewal process and timelines with Account Management team and Revenue Execution leadership as they arise, proactively recommending solutions where possible.
- Proactively reach out to cross-functional partners on open items to ensure renewals are processed on time and escalate delays to Leadership.
- Promote the adoption and use of enablement tools, advising frontline teams on effective pricing, packaging, retention strategies, and opportunities for upselling and cross-selling.
- Ensure timely submission of agreements and facilitate the signature process, ensuring that countersigned agreements are promptly returned to clients.
- Verify the accuracy of invoices and collaborate with the collections team on outstanding invoices, ensuring compliance with client requests for purchase order (PO) numbers.
- Disseminate monthly Accounts Receivable report to Account Management teams to address latent payments ahead of account suspension.
- Prioritize self-upskilling around company operations, processes, and systems to optimize effectiveness in the role and improve client satisfaction.
- Provide backup support for team leads and management, and complete additional assignments as required.
- Integrate and collaborate with Account Management teams as critical resource for the retention workflow.
- Contribute to a positive work environment by bringing self-starter energy, flexibility, and motivation to the team.
Qualifications:
- 3+ years of professional experience in SaaS or a similar business environment
- Proven commitment to excellence, solving complex challenges, and delivering results with a positive, "can do" attitude
- Strong communication and influencing skills with the ability to communicate effectively at all levels,internally and externally
- Excellent critical thinking and problem-solving skills, with keen attention to detail and a focus on innovation and efficiency
- Self-starter who takes initiative, brings ideas to life, and drives independent execution
- Passion for continuous improvement and curiosity to explore new ways of working
- English fluency
- Client-facing experience, preferably with retention & negotiation experience
- Sales, Support, or Enablement background preferred
- Proficient in Salesforce, Excel, PowerPoint, and other relevant data management and reporting tools
What's in it for you:
- Growth opportunity: Partner with senior leadership on execution of our customer retention strategy, fostering relationships with clients across a designated territory.
- Cutting-edge tools: Use the latest technology and creative solutions to support sales and drive retention.
- Global collaboration: Work alongside cross-functional teams and diverse clients, building a worldwide network.
- Results-driven culture: Join a team where quality, innovation, and results are prioritized.