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Customer Advocate, CRM
Job#: 455408
Positions: 0
Posted: 10/09/2017
Job Type: Full Time
Location: US-GA-Alpharetta
Department: Business Operations
Category: Professional Services
Salary: Salary + Bonus
Benefits: Benefits
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Job Description

 

Would you like to be a part of the organization where high energy meets intellect? If you get excited by solving puzzles and working in a collaborative environment, then Aptean wants to work with you!!

 

Aptean is a leading global provider of industry-focused mission critical enterprise software solutions. Our solutions help nearly 6,500 organizations stay at the forefront of their industries by satisfying their customers and continuing to operate more efficiently. Headquartered in Alpharetta, GA, Aptean has offices in North America, Europe, and India, as well as an extensive Partner Channel. Our customers are located in 74 countries across Europe, Latin America, and North America.     

 

Aptean is focused on providing products and solutions to customers in specific verticals. Our products are rich in feature and functionality and delivered on premise, SaaS and Hybrid delivery models. Aptean’s products deliver value at lowest total cost of ownership and scale with needs of our customers. Most of our products and solutions are leaders in the vertical market segments they serve. Aptean uses its core values of Drive For Results, Win Together, Foster Innovation, and Be Courageous to guide its employee community to serve every customer in every geography and market.

 

The Customer Advocate (CA) role is a key contributor on the Customer Success team. The Customer Advocate will proactively initiate the annual renewals process and drive all phases of the renewal lifecycle. This includes leading the renewal sales process with key stakeholders by facilitating the preparation, delivery and negotiation pricing options, revising assets, obtaining quote/PO approvals, and filing appropriate paperwork.

As the lead of the portfolio renewals process, the CA reports directly to the General Manager. The CAs role is to drive and manage the renewal pipeline. Additionally, the CA works directly with the Renewals Analyst (RA) to ensure timely and efficient renewals processing, while working cross-functionally with Business Leaders and Account Management to solicit updates and feedback on deliverables related to renewals processing closures.

 

Scope

Knowledge: Having wide-ranging experience, uses professional concepts and company objectives to resolve complex issues in creative and effective ways.

Complexity: Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Networks with key contacts outside own area of expertise.

Supervision: Determines methods and procedures on new assignments.

 

Principal Duties and Responsibilities

  1. Serve as first POC for all renewal related customer inquiries that come thru the customer support line, via email or the Aptean ticketing system.
  2.  Works closely with the Renewals Analyst to ensure all renewal lifecycle milestones are met and that accounts are updated appropriately when opportunities are lost.
  1. Drive and initiate the negotiation process to being successful closure to all renewals and facilitate resolution on all quote rejection matters. Account management, business leaders and other business functions will provide support as necessary
  2. Work cross-functionally as required with business partners in sales, legal, finance, etc. to resolve issues raised by customers or partners related to services renewals
  3. Complete renewal lifecycle management including providing assistance with obtaining Quote/Purchase Orders from customer when required
  4. Ensure all maintenance renewal activities are tracked, data auditing is conducted, and defined processes and systems are followed.
  5. Provide leadership reporting on renewals pipeline progress via a weekly flash process.
  6.  Manage the relationships with the customers/partners assigned to them with regard to their contracts for maintenance and support, ensuring good communications and high customer retention

  1. Respond, track and escalate all inquiries regarding defined targeted accounts
  2. Provide feedback to further define internal Renewal Operations processes
  3. Perform other related duties as assigned or requested. Aptean reserves the right to add or change duties at any time.

 

Education

Bachelor’s degree preferred

 

Work Experience

Typically requires a minimum of five years’ experience in renewals, sales, account management or equivalent customer facing role.

 

Knowledge, Skills and Abilities

 

·         Motivated, goal oriented and able to work independently

·         

  • Ability to organize, prioritize, complete activities and meet deadlines on a daily basis
  • Strong oral and written communication skills with the ability to credibly present recommendations at senior levels in the organization and external customers.
  • Requires the ability to acquire an understanding of the general functions of other divisions and their role in assisting with Renewals
  •  Experience in working with and understanding contracts and legal negotiations is a plus.
  •  Competence with reporting and information management tools, including MS Office Suite and CRM information management applications
  • Demonstrable experience in a role involving ‘critical thinking’: i.e. ability to analyze issues, make decisions and problem solve self-sufficiently, without requiring ongoing direction setting. Pragmatic decision making where exceptions are required.

 

If you are determined to give your best every day and you are seeking an opportunity to work with an amazing group of people, then apply online today!

Aptean, Inc., is an Equal Employment Opportunity Employer. In accordance with applicable federal, state and local laws No applicant for employment with Aptean shall be subjected to discrimination because of race, color, sex, national origin, religion, disability, age, covered military veteran status, reprisal for engaging in anti-discrimination activities, protected genetic information, sexual orientation or parental status.

 





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