Anovia

General

• Actively manages medium and large customer renewals from identification to renewal decision to ensure that renewals flow smoothly through the process and that renewal decisions are reached by targeted dates
• Manages SalesForce (SF) Opportunity queue to ensure SLAs and quality metrics are consistently met
• Ensures proper processing practices are upheld including proper pricing, costs, and margin for all product lines for opportunities
• Stays up to date with correct stage listed in SF for status for each opportunity and enter notes where appropriate so all parties involved know the status
• Process signed contracts and purchase orders when obtained
• Close opportunities confirming all pricing is accurate and all applicable documents are in the deal summary
• Conduct complex account, contract and record keeping analysis to present correct and concise asset lists for upcoming maintenance renewals
• This entails working closely with Sales, Customer, Overlay, and Design Engineer to verify asset accuracy
• Obtain maintenance pricing that follows Carousel and partner negotiated discounts
• Engage directly with manufacturers to obtain competitive pricing/special bids when applicable
• Generates pre-sales and renewal contracts for maintenance and/or service offers
• This entails obtaining customer contact info and key information, creating a Statement of Work based on input from the Account Executive (AE) and/or Design Architect, and updating contract with pricing and terms
• Provide support to the AE for any customer required changes and/or updates
• Quarterback the consolidated contract/invoice request process (customer driven) getting all teams together to provide their piece in a timely manner
• Escalate issues when necessary
• Attend customer calls as requested
• Ensure on time closure of maintenance agreements
• Assist collections in resolution of customer invoicing questions and disputes
• Work with Accounting department to request and process credit requests
• Serve as the maintenance subject matter expert assisting both internal and external customers with account and contract research and analysis
• Achieve sales objectives, productivity requirements, and other key performance indicators as determined by sales management
• Additional responsibilities for this role include, but are not limited to
• Assist with miscellaneous projects as needed (eg. customer spreadsheets, contract related project research and analysis, updating and organizing files, etc.)
• Performing a variety of administrative tasks as need to support the department
• Perform other duties as assigned
• Participate in team training sessions and complies with existing process documentation

Renewals Specialist