ActiveProspect

Manager

• Own complex conversations related to customer renewals, including pricing discussions, contract structuring, and negotiation strategy.
• Serve as the primary point of contact for renewal negotiations, working collaboratively with Customer Success Managers (CSMs)
• Closes >95% of renewal deals on time and in alignment with margin and pricing policies.
• Act as a commercial ombudsman, buffering customer relationships from friction around pricing or contract changes.
• Collaborate as needed with Legal and Finance to manage approvals, redlines, term modifications, and compliance with margin and pricing policies.
• Manage Price Increases and product versioning in renewals
• Actively manage a pipeline of upcoming renewal opportunities, ensuring timely engagement and deal progression.
• Collaborate with Revenue Operations to maintain accurate forecasting, renewal stage tracking, and reporting in CRM systems.
• Escalate risks and collaborate with internal teams to develop mitigation strategies for at-risk renewals.
• Informs product and pricing strategy by surfacing trends and feedback from renewal negotiations.
• Craft renewal offers that balance customer value and company objectives, taking into account usage, growth potential, and account health.
• Partner with Finance and Legal to align contract terms, pricing models, and approval processes for each deal.
• Recommend and execute discounting or bundling strategies as needed, within established margin and policy guidelines.
• Ensure contracts are executed efficiently, accurately, and in compliance with internal approval workflows.

Renewals Manager

Product Manager

• Own and articulate the vision, strategy, and roadmap for lead management and distribution, ensuring alignment with company objectives and market opportunities.
• Drive Go-to-market decision making to ensure business goals from product releases are achieved.
• Maintain a deep understanding of both lead buyers and sellers, speaking regularly with customers to uncover pain points and opportunities.
• Define and own the core business metrics for your product area, including lead volume, quality, conversion, yield, and ROI.
• Drive high-quality, predictable delivery in partnership with engineering and design.
• Work cross-functionally with engineering, marketing, client success, sales, and finance to achieve shared goals.

Senior Product Manager

Revenue Operations

• Partner with Sales and Marketing leadership to analyze funnel performance and identify opportunities for optimization.
• Deliver insights on pipeline health, conversion rates, campaign performance, and sales productivity.
• Support forecasting processes and revenue planning by providing timely analysis.
• Collaborate with Marketing Operations to measure ROI on campaigns and demand generation activities.
• Provide actionable recommendations that improve lead quality, sales efficiency, and revenue outcomes.
• Develop scalable processes, documentation, and best practices for Sales and Marketing operations.
• Drive adoption of systems and tools through training, support, and process alignment.
• Serve as a trusted advisor to stakeholders, helping them make data-driven decisions.

Senior Revenue Operations Analyst, Sales & Marketing

• Partner with Customer Success, Technical Support, and Implementation leaders to analyze the full post-sale customer journey, identifying trends, risks, and opportunities for improvement.
• Develop and maintain reporting on key customer metrics, including renewals, expansion signals, retention, CSAT/NPS, and engagement trends.
• Collaborate with the Business Insights team to ensure reporting accuracy and alignment across systems and metrics.
• Partner with the Business Systems team to drive process improvements and optimize workflows related to renewals, customer health tracking, and lifecycle management.
• Conduct deep-dive analyses to uncover insights that drive higher retention and expansion rates, improve forecasting accuracy, and support strategic planning.
• Help design and implement scalable post-sale processes that improve coordination across Customer Success, Support, and Implementation teams.
• Act as a trusted advisor to cross-functional partners, translating data into clear, business-focused insights.

Senior Revenue Operations Analyst, Customer Success

Customer Success Manager

• The Senior Customer Success Manager (Sr. CSM) serves as a trusted advisor and strategic partner to a high-value portfolio of customers. As we mature into our evolving segmentation model, Sr CSMs will manage a blended book of high-touch Tier 1 and mid-touch Tier 2 accounts based on vertical alignment and account complexity. This role blends strategic account planning, enterprise relationship building, technical enablement, and commercial execution. The ideal candidate is consultative, data-savvy, and experienced in managing executive relationships across complex, multi-threaded organizations. They will tailor solutions to client growth potential and goals and collaborate cross-functionally to deliver business outcomes.
• Responsibilities: Strategic Relationship Management & Relationship Building Manage a portfolio of accounts that includes both Tier 1 customers and Tier 2 customers. Build and nurture long-term, multi-threaded relationships with multiple key stakeholders per account, including decision-makers and champions. Conduct quarterly strategic reviews for Tier 1 accounts and semi-annual account reviews for Tier 2 accounts, aligned to customer goals and KPIs Lead at least one on-site client visit per year for each Tier 1 account where applicable. Become a subject matter expert in your client’s business models, industry dynamics, and evolving needs. Platform Adoption & Value Delivery Ensure clients realize ROI by monitoring platform usage using internal tools (Omni, Salesforce, etc.) and aligning to strategic outcomes. Deliver enablement check-ins, user audits, or training sessions tailored to customer tier and needs. Identify and proactively address friction points or risk signals through tailored action plans. Collaborate with Customer Marketing to deliver targeted content and campaigns to support adoption. Account Growth & Retention Own renewals and close upsell/cross-sell opportunities for assigned accounts. Create and maintain success plans that inform commercial strategy and account health. Forecast renewals and expansion with accuracy and communicate status proactively. Cross-Functional Collaboration & Leadership Partner closely with Sales, Implementation, Support, and Product teams to ensure a seamless customer experience. Share client feedback and feature requests with Product and Engineering to help influence the product roadmap and improve the customer journey. Maintain accurate and up-to-date records of customer information and interactions in CRM and customer success platforms (e.g., Salesforce). Contribute to team playbooks, onboarding content, and best practices based on enterprise account experience. Mentor CSMs and share enterprise relationship-building expertise across the CS team.

Senior Customer Success Manager – Insurance

Product Marketing

• Senior Product Marketing Manager, Enablement and Pricing to join our growing Product Marketing team. This role centers on empowering the go-to-market (GTM) teams with effective collateral and training, driving competitive differentiation through packaging and pricing strategy, and collecting customer feedback to influence product direction. This is a highly cross-functional role where you’ll work closely with product management, sales, customer success, and marketing to ensure that our products are successfully positioned in the market and understood internally. You will also collaborate closely with a peer Product Marketer who leads Product Launch & Messaging initiatives. Responsibilities: Sales Enablement & Field Support • Develop, manage, and maintain a comprehensive suite of sales enablement materials (e.g., pitch decks, one-pagers, battlecards, customer-facing presentations). Train sales and customer-facing teams on new products, features, and messaging. Lead enablement sessions and own the feedback loop to continuously improve tools and materials. Partner with Sales and Customer Success to support strategic deals and prospect conversations with roadmap insights and product expertise. Customer & Market Insights Conduct customer interviews and collaborate with Customer Success and Sales to identify insights that inform messaging, pricing, and product roadmap. Act as the voice of the customer in internal strategy sessions. Represent ActiveProspect in customer meetings, roadmap discussions, and feedback loops. Pricing & Packaging Strategy Lead and drive the development and iteration of pricing and packaging frameworks across our suite of products. Collaborate with Product, Marketing, Sales, and Finance to evaluate pricing experiments, run research, and deliver data-backed recommendations. Ensure pricing aligns with customer value, competitive landscape, and company revenue goals. Analyst Relations & Competitive Intelligence (Bonus) Contribute to analyst briefings, market reports, and coordinate responses to analyst questionnaires and RFPs. Conduct competitive analysis and synthesize learnings into actionable strategies.

Renewals Manager

Senior Product Manager

Senior Revenue Operations Analyst, Sales & Marketing

Senior Revenue Operations Analyst, Customer Success

Senior Customer Success Manager – Insurance

Senior Product Marketing Manager, Enablement & Pricing