About The Opportunity
Netrix Global is seeking a highly organized and detail-oriented Customer Success Associate to manage the renewal process for a specific segment of our Managed Services clients. This role will play a critical part in ensuring smooth client transitions and maximizing our recurring revenue stream.
How You Will Make An Impact
- Proactively identify upcoming renewals for assigned transactional Managed Services accounts.
- Utilize our Salesforce CRM system to accurately quote renewals, ensuring pricing and service details reflect current agreements.
- Initiate communication with assigned customers regarding upcoming renewals, clearly outlining terms and conditions.
- Collaborate with internal teams (Sales & Delivery) to ensure renewal quotes reflect accurate device counts and service configurations.
- Manage the entire renewal lifecycle, from initial contact to final signature completion and contract execution.
- Answer and address customer inquiries related to billing, including pricing, invoicing, and payment options.
- Maintain clear and concise records within Salesforce for all renewal and billing activity.
- Process renewals on time and meet established deadlines.
- Identify and escalate any potential renewal roadblocks, customer concerns, or billing discrepancies to the appropriate internal teams.
- Collaborate with the Sales team to ensure a smooth renewal process and identify potential upsell or cross-sell opportunities.
What You Will Bring To The Table
- Minimum 2 years of experience in a customer service or account management role.
- Strong understanding of customer lifecycle management principles.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Proven experience using Salesforce CRM software.
- Comfortable navigating technical data and working with contracts.
- Highly organized and detail-oriented, with a proven ability to manage multiple tasks simultaneously.
- Strong analytical skills and the ability to identify and resolve renewal discrepancies.
- Excellent written and verbal communication skills in English.
- Ability to work during US business hours.
Bonus points:
- Experience working within the IT or Managed Services industry.
- Familiarity with DocuSign or similar eSignature platforms.
- Knowledge of basic billing principles and terminology.
- Experience collaborating with a Sales team.
About Us
At Netrix Global our values are the philosophies and principles that we live by. They support our vision, help us achieve our goals and commit us to a common purpose.
We Own Outcomes, Win Together, Make An Impact, Enjoy The Journey, and Respect All!
Netrix Global is a mission-driven organization with the goal of providing the people, processes, and technology needed to run and scale modern, data-driven businesses that are always on and always secure. Our breadth of capabilities allows us to provide holistic offerings that solve even today’s most complex business challenges, delivering to you an integrated, optimized, and future-proof solution.
We work with clients of all sizes and specialize in solutions for healthcare, manufacturing, government, education, financial services, and legal industries. Netrix is consistently ranked in the CRN VAR500, detailing the country’s top system integrators.
At Netrix, we’re driven to solve business problems with innovative technology solutions. We focus on end-users and are committed to client satisfaction.
What You Can Expect From Us
We offer a competitive compensation package, comprehensive group benefits to meet the needs of you and your family, flexibility, and time off when you need it, and a casual work environment. The role can be remote/home office, with some travel required.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations. If you need reasonable accommodations, please let us know by contacting NetrixHR@Netrixglobal.
To learn more about Netrix Global please go to www.netrixglobal.com
