Contract Renewal Coordinator
Description
A Day in the Life:
• Review customer licensing and profile data
• Develop single, multiple, and co-termed product renewal order forms
• Process signed orders in Salesforce and follow process to invoice customers
• Push unsigned orders to NetSuite and invoice customers
• Apply cash payments, close opportunities, and modify revenue recognition schedules as needed
• Respond to customer disputes and adjust invoicing accordingly
• Update and manage key information in Salesforce
• Track progress using dashboard and reporting
• Monitor key performance metrics
Role Progression:
Within 1 month, you will:
• Complete new hire onboarding including eLearning courses, instructor led training, and more
• Learn best practices, processes, and business tools used including Salesforce, NetSuite, Microsoft Outlook, and our renewal quoting solution
• Independently create basic customer renewal order forms
• Update and manage key information in Salesforce
• Track progress using dashboard and reporting
• Understand NPS, Net Retention and other influencing metrics
Within 3 months, you will:
• Independently plan work to meet deadlines and manage priorities
• Analyze customer account data and use information to guide activity
• Develop complex single, multiple, and co-termed product renewal order forms
• Process signed orders in Salesforce and follow process to invoice customers
• Provide status updates and reporting details
Within 6 months, you will:
- Identify areas for process improvement to positively influence customer experience
About you:
- Have high attention to detail and work quality
- Problem solving and ability to manage priorities
- Curiosity and persistence in understanding detailed customer data
- Self-motivated and takes initiative
Our Story:
XXX
Contract Renewal Coordinator (002) ET edits - 10/21/2020 9:29:02 AM