At a Glance
- Tasks: Support customers through the renewal process and ensure smooth, value-driven experiences.
- Company: Join Aptean, a global leader in mission-critical software solutions.
- Benefits: Enjoy a hybrid working model, competitive benefits, and opportunities for growth.
- Other info: Be part of a diverse team that values inclusion and personal growth.
- Why this job: Make a real impact by enhancing customer relationships and driving efficiency with AI.
- Qualifications: 2+ years in customer success or finance operations, strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
We’re looking for a Client Advocate for our office in Sheffield. You’ll join an awesome team to support our growing customer base. The Client Advocate serves as the primary relationship owner for an assigned portfolio of customers, managing the full renewal and payment lifecycle across all products and services. Acting as a single point of contact from quote to cash, the Client Advocate ensures every renewal is completed on time, every invoice is accurate, and every customer experience a smooth, value-driven renewal process.
Key Responsibilities:
- Serve as the primary point of contact for assigned customers throughout the renewal lifecycle.
- Conduct renewal conversations with business and financial contacts, ensuring alignment on value and outcomes.
- Prepare renewal contracts and order forms, ensuring accuracy in pricing, uplift, and co-terminations.
- Frame the customer’s value story and address barriers to renewal through proactive, data-informed communication.
- Coordinate with Finance, Legal, and Operations as needed to resolve system or billing issues.
- Oversee invoicing, payment follow-up, and resolution of any open accounts.
- Manage asset accuracy, billing corrections, and record-keeping for renewal and payment history.
- Identify on-premises customers who may benefit from SaaS migration and partner with Account Managers on that motion.
- Consult Salesforce, support case history, payment history, and customer temperament before initiating any renewal.
- Use AI assistants and digital tools to automate administrative tasks, identify risk signals, and deliver insights that improve customer experience.
- Collect CSAT/CES feedback post-renewal and act on insights to improve process ease and quality.
About you
Requirements:
- 2+ years of experience in customer success, renewals, or finance operations, preferably within a SaaS or software company.
- Strong communication and negotiation skills; ability to manage business and finance-level conversations.
- Interest in working alongside AI and automation to drive efficiency and scalability.
- High attention to detail, accountability for results, and comfort with process ownership.
To be ahead of the pack you may have:
- Working knowledge of Salesforce or similar CRM.
- Experience with contract management and billing systems.
- Understanding of both on-premises maintenance and SaaS subscription models, including the nuances of messaging and negotiation.
What’s in it for you?
- Opportunity to grow within a global software company, which promotes work-life balance.
- Benefits package: pension scheme, life assurance, private medical care, income protection scheme.
- Hybrid working model (4 days in the office, 1 day from home).
Client Advocate in Sheffield employer: Aptean
Aptean is an exceptional employer that champions innovation and collaboration, offering a remote working model that promotes work-life balance. With competitive benefits and a culture that encourages professional growth, employees are empowered to take ownership of their marketing strategies and drive impactful results in the UK and Ireland. Join us to be part of a dynamic team where your contributions directly influence success and revenue outcomes.
