Renewal Specialist

5 days ago

Manila, National Capital Region, Philippines Insight Full time

Position Overview

The Renewal Specialist II is responsible for reconciling client renewal contract data, preparing proactive renewal quotes, and processing subsequent sales orders.

What you'll do at Insight

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Responsible for managing a book of business including selling and expanding maintenance renewals by conducting research, verifying maintenance renewal data, gather pricing information, generating renewal quotations including additional revenue opportunities before expirationWork collaboratively with internal and external stakeholders including sales, vendor partners and clients to build relationshipsWork in coordination with sales to proactively pursue maintenance renewals and develop new client leadsProvide accurate pricing guidance to internal and external stakeholders including sales representatives and clientsDatabase management: ensure integrity of data entered is accurateWork collaboratively with internal resources to ensure purchase orders and invoices are entered correctly and processed in a timely mannerReconcile contract information with internal and external stakeholders including clients, vendors, and members of the sales departmentProvide accurate information to forecast renewal opportunities including providing status updates throughout the sales process using both internal and external tools, programs, and softwareReceive and process client Purchase Orders to confirm eligibility of warranty products and accuracy of coverage statusEnsure onboarding of Clients when applicable.Other reporting responsibilities as requestedMaintain key performance indicators (KPI) as assigned What you'll need to join Insight Two-year college degree and/or 2-3 years equivalent relevant business experience; and/or equivalent combination of education and experience acceptableRelevant experience with customer account services, vendor, and client relationships, including maintenance support and/or contract renewals preferredRelevant experience in the technology industry preferredMust demonstrate the ability to work collaboratively with internal and external stakeholders including sales, vendor partners, and clientsMust demonstrate the ability to use effective communication skills to aid in forming relationships with clients, partners internal resources, and stakeholdersMust demonstrate the ability to utilize time management, problem-solving, and organizational skills to prioritize workloadsMust demonstrate the ability to read, analyze, and interpret general business and professional technical procedures, and regulations.Must demonstrate the ability to produce accurate informationMust demonstrate the ability to effectively communicate with, present information to, and respond to questions from clients, groups of managers, and other teammates at Insight.Requires the ability to work both independently and in a cross-functional team environmentMust demonstrate proficiency in MS Excel and MS applicationsProficiency in relevant customer relationship management (CRM) software a plus

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