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Software Subscription Specialist
TriMech CompanyUnited Statesfull_timeVerifiedPosted 15 Oct 2024
About the role
DUTIES AND RESPONSIBILITIES
- Quote and manage the process of subscription renewals.
- Follow-up on renewals via phone calls and emails and log all communication in CRM.
- Listening for new business opportunities for sales and training and submitting referrals when applicable.
- Provide product and technical information as requested, assigning to other teams if necessary.
- Address concerns and answer questions promptly.
- Inform clients about the features and benefits of a subscription to improve renewal rates, client satisfaction, and GP.
- Follow up with requests or inquiries from clients; maintain client files in NetSuite and update information.
- Adjust renewal quotes as requested by the client, reviewing what changes could mean to software function and support.
- Once a purchase order has been received, ensure the PO matches the renewal quote before processing.
- You will be expected to manage your time effectively, working on several accounts and quotations at a time.
- Maintain contact throughout the renewal process to ensure we find and resolve any issues the clients may be having that have not been addressed.
- Any other assigned tasks or projects as needed.
- Generate monthly subscription renewal reports from vendor database
- Create estimates to send to clients
- Manage an assigned account base
- Identify and close software sales opportunities
- Submit accurate weekly forecast and activity report
- Maintain required quota and activity
REQUIREMENTS
- 2+ Years in an Inside Sales, Account Management, or Client Service role
- Provide an exemplary level of both internal and external client service
- Strong verbal and written communication skills, as well as outstanding interpersonal skills (individual, group, in person and via electronics media internally and with clients
- CRM Experience
- Proficient with Microsoft Office Suite
- Ability to multi-task effectively
- Ability to prioritize and work independently
- A driven individual who is committed to being successful
- Work well under pressure and time constraints
- Some accounting experience an asset
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