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Renewals Specialist Jobs
Company | Fortra |
Address | Canada |
Employment type | FULL_TIME |
Salary | |
Category | Software Development |
Expires | 2023-07-27 |
Posted at | 10 months ago |
Problem Solvers. Proactive Protectors. Relentless Allies.
- Weekly forecast to Senior Customer Operations Manager on bookings and losses.
- Perform additional duties and projects as assigned by management.
- Assist customers with requests related to licensing, renewal maintenance, and invoicing. Including guidance on documentation required for renewal e.g. indemnities, terms and conditions of support.
- Resolve issues related to order processing, and license expirations.
- Manage the renewal process, from quoting, internal approvals, through to ensuring the Order is processed correctly.
- Responsible for managing the at-risk process for your customers, by handling any requests to cancel renewal maintenance/subscriptions. Coordinate with necessary departments to identify opportunities to save the renewal, help drive retention and resolve customer issues.
- Assist Accounts Receivable Specialists when needed in chasing outstanding invoices to collect overdue payments.
- Negotiate special pricing and validate at point of order.
- Proactively reach out to customers a minimum of 90 days prior to renewal date. Target renewal proposals for both end users and partners being submitted a minimum of 30 days advance of expiration.
- Contact customers at various points during their term to provide customer service, identify opportunities for additional products or services, and ensure overall customer satisfaction.
- Assist with Export license requests when necessary.
- Maintain accurate data in CRM such as customer licensing & contact details, correct pricing, and special agreements.
- Must be able to manage and prioritize multiple tasks
- Minimum of one year experience in Microsoft Word and Excel required
- Four-year degree preferred; minimum one year customer service experience or equivalent education and experience
- Pleasant disposition with a customer service focus
- Ability to work with minimal supervision
- Excellent verbal and written communication skills
- Quick learner
- Detail oriented, self-motivated, resourceful, and reliable
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