Develop & / or Maintain relationships with Sage, NetSuite & channel resources and leadership, as well as 3rd party partners.
Perform outbound contact to Sage, NetSuite & Channel resources to collaborate on existing customer renewal portfolios.
Generate new service opportunities from existing clients.
Identify current Sage customers, interested in moving to a new platform.
Acquire and maintain a working knowledge of the complete capabilities of Sage, NetSuite, Adaptive Insights, and 3rd Party Products & Services.
Work collaboratively with Oasis personnel, partners, Oasis events user Groups, and cross-departmental stakeholders to address customer escalations.
Maintain an active pipeline of forecasted renewals to meet quarterly & annual quota objectives.
Work collaboratively with marketing to generate positive reviews, client testimonials, referrals and other successful marketing activities, including but not limited to Oasis events and user Groups.
Conduct customers post-sales activities through webinars and other events.
Follow up to evaluate the success of the implementation & 3rd party projects.
Participate & organize customers through reviews.
Requirements
Minimum of 2-5 years in customer success, account management, or a related client-facing role.
Exceptional verbal and written communication skills, with the ability to build strong relationships with clients and internal teams.
Ability to manage multiple accounts, track key metrics, and ensure customer satisfaction.
Comfortably using CRM software (e.g., Salesforce, HubSpot, or similar) and other customer engagement tools.
Bachelor’s degree in business, Communications, Marketing, or a related field preferred.