Processing customer renewals in the internal CRM and billing systems from quote to invoice and payment collection. Processing customer upgrades and upsell sales in the internal CRM and billing systems from quote to invoice. Identifying high risk customers and working on plans to retain these customers. Working to achieve and exceed monthly and quarterly team targets. Maintaining good customer relations. Work with Technical Account Managers to arrange Account reviews. Answering customers phone queries. Producing timely reports. Maintaining customer CRM records. Managing the customer communications and making sure all emails are responded in a timely manner. Call on assigned client accounts for renewals and pricing negotiations. Interact and build relationships with clients. Qualify your account base to identify opportunities to maximize uplift. Manage renewals pipeline with Salesforce CRM to ensure activity levels position you for success. Complete sales training classes on a regular basis. We are learners and we can always improve to be even more effective.
Must have:
Prior experience in Customer Success OR equivalent history of increasing customer satisfaction, adoption, and retention. Excellent communication skills, both verbal and written and highly organized. Experience negotiating software contracts. Experience managing customer accounts in 'software as a service' (SaaS). Experience with Salesforce CRM software. Understanding of the challenges a multi-channel retail business faces and how technology can solve. Ability to drive continuous value of a cloud and/or ERP solution. Familiarity working with clients of all sizes.
At Sage, we offer you an environment where you can grow professionally without compromising your personal well-being. Our benefits package is designed to provide stability, flexibility, and balance: Benefits? We have plenty... Video: https://www.youtube.com/watch?v=TCMtTYUUiuU
- Generous bonuses and pension scheme: Up to 8% matched pension contribution plus 2% top-up by Sage.
- 25 days of paid annual leave with the option to buy up to another 5 days
- 8 bank holiday days
- Paid 5 days yearly to volunteer through our Sage Foundation
- 50% income protection
- Holiday buy + sell
- Comprehensive health, dental, and vision coverage
- Work away scheme for up to 10 weeks a year
- Ongoing training and professional development
- Hybrid working
- Healthy Mind app membership
- Access to various helpful memberships for finances, health and wellbeing
#LI-VK1 Function Sales Country United Kingdom Office Location Bristol Work Place type Hybrid
Advert Working at Sage means you're supporting millions of small and mid-sized businesses globally with technology to work smarter and move faster. We build software that reduces busywork so customers can spend less time on admin and more time building their business. Our colleagues are high-performers who prioritise growth, make bold choices, and focus and galvanise to get things done. They work on meaningful, market-shaping initiatives that stretch their skills, sharpen their craft, and create real customer impact.
Explore our culture and benefits: sage.com/careers/working-at-sage
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working.
We're a Disability Confident employer - if you're applying through this scheme or need adjustments at any stage, contact careers@sage.com.
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Account Manager employer: Sage Group plc
At Sage, we pride ourselves on being an exceptional employer, offering a dynamic work environment in our Cobalt office, Newcastle upon Tyne. Our commitment to employee growth is evident through ongoing training, flexible working patterns, and a culture that celebrates individuality and diversity. With comprehensive health benefits and opportunities for meaningful community engagement, we empower our team members to thrive both personally and professionally.
