- Own and execute on assigned renewal opportunities within assigned accounts.
- Coordinate and collaborate with customer and internal teams to establish timelines, action items, responsibilities and associated due dates of renewal activities in a manner that results in an on-time renewal.'
- Work with sales to identify and present upsell opportunities within existing client base.
- Position multi-year deals & co term with other license opportunities as to increase size of deals.
- Engage distribution line and/or vendor 6-12 months advance of expiration.
- Address and resolve install base inaccuracies to ensure customer, OEM and Trace3 Install base data are aligned and accurate.
- Collaborate with customer and sales team to capture all items available to renew in the renewal scope. Identify and communicate risk. Work to close gaps in coverage.
- Take actions to reduce complexity e.g., minimize # of contracts.
- Participate and contribute to customer Quarterly Business Reviews as required.
- Maintain accurate NetSuite data for opportunities/forecasts, client information.
- Provide client with accurate renewal quote that is in alignment with established timelines.
- Provide financing options & related information when appropriate.
- Process client transactions such as orders, quotes, or returns timely and accurately.
- Setup and maintain client notes, credit limits and contacts. Facilitate post-renewal system (LAMP) updates with Data Team
- Champion best practices and contribute to policies and procedures
- Maintain and expand working knowledge of current partner renewal offerings and varying service/support levels.
- May perform other duties as assigned by manager.
- High school diploma required.
- Minimum of 5 years of maintenance renewal sales experience preferred.
- Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks.
- Must be a good collaborator, communicator and facilitator with customers and internal cross functional teams.
- Ability to establish and execute against deadlines in a fast-paced environment.
- Emphasis on ability to build and maintain relationships.
- Strong analytical skills regarding client quotes, reports, manufacturer data.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, PowerPoint, Outlook) and CRM platforms. Must be competent in Excel.
- Good understanding on Information Technologies is a plus.
- Comprehensive medical, dental and vision plans for you and your dependents
- 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
- Competitive Compensation
- Training and development programs
- Stocked kitchen with snacks and beverages
- Collaborative and cool culture
- Work-life balance and generous paid time off
-
Technical Customer Service Representative
1 week ago
SupportNinja Remote, United StatesWe're obsessed with growth. From enabling companies to flourish, to helping careers bloom. SupportNinja was founded in 2015 to help companies solve for scale and connect them with a wider world of talent. Our vision is to show the world a better way to grow by developing the best ...
-
Customer Service Representative
2 days ago
CLC Remote, United StatesJob Description · Job DescriptionSelected Candidates must reside in the following states: Texas, Utah, New Mexico, Idaho, Ohio, Michigan, Arizona, Florida, Georgia, Indiana, Missouri, Oklahoma, Kansas · The Customer Service Representative ensures internal and external customers r ...
-
Temporary Patient Services Representative
3 weeks ago
United BioSource Remote, United States US-Fixed TermBrief Description: · Provide consistent customer service support to all stakeholders for the assigned program(s) Specific Job Duties: Handle inbound and outbound contacts from various sources (patients, healthcare providers, etc.) related to a specific and/or multiple UBC progr ...
-
Licensed Insurance Service Representative
2 days ago
Seneca Resources Remote, United StatesJob Description · Job DescriptionJob Description: · Bayview Financial: · We are hiring Property & Casualty Insurance Agents for a new insurance agency that services a large portfolio of mortgage customers. Large base plus uncalled commission and great internal benefits. Previous ...
-
Part Time Customer Service Representative
3 weeks ago
CLC Remote, United States Part timeJob Description · Job DescriptionThe Customer Service Representative is responsible for locating a legal provider (lawyer and/or mediator) to assist with the customer's legal matter. Customer Service Representatives are also responsible for creating and maintaining CLC's network ...
-
SS&C Technologies Holdings Remote, United States Full timeJob Description · Financial Services Operations Representative I, II and III (GIDS Core Processing)We are currently seeking talent in anticipation of an upcoming training class to support our GIDS Core Processing team as they prepare to increase their team capacity to support new ...
-
Client Service Representative
1 month ago
Ascensus Remote, United States Full timePosition Purpose: · The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product proc ...
-
Service Center Representative
2 weeks ago
Insight Global Remote, United StatesJob Description · Job DescriptionPosition: Service Center Representative · Location: REMOTE (MUST work PST hours) · Duration: 6-month contract (FTE conversion possibility if located in NorCal, SoCal, Washington, Oregon, Colorado, Georgia, Maryland, Virginia, or Washington D.C.) · ...
-
Service Center Representative
3 weeks ago
Insight Global Remote, United StatesJob Description · Job DescriptionTitle: CSR/Service Coordinators · Location: Remote – PST hours – NO California · Duration: August 5th-January 31st (opportunity to extend) · *100% attendance necessary for 7-week training* · # of Openings: 30 · PR: $19/hr – no flex · Ideal Experi ...
-
CLC Remote, United StatesJob Description · Job Description The Bilingual Spanish Customer Service Representative ensures internal and external customers receive excellent service by answering questions, resolving problems, and processing requests via telephone, chat and/or email. They are the front line ...
-
Service Center Representative
3 weeks ago
Insight Global Remote, United StatesJob Description · Job DescriptionTitle: CSR/Service Coordinators · Location: Remote – PST hours – NO California · Duration: August 5th-January 31st (opportunity to extend) · *100% attendance necessary for 7-week training* · # of Openings: 30 · PR: $19/hr – no flex · Ideal Experi ...
-
Conduent State Healthcare, LLC Remote, United StatesThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to persona ...
-
Customer Service Representative
1 week ago
The Cigna Group Remote, United States OTHERIf you like to make a difference and help people, have great communication skills and are able to problem-solve with a cool head, eviCore Healthcare, a subsidiary of The Cigna Group, wants you to join our team In joining our non-Clinical team, you will help manage the benefit nee ...
-
Customer Service Representative
1 week ago
The Cigna Group Remote, United States OTHERAfter completion of application, be sure to complete the required assessment to continue in the hiring process. · If you like to make a difference and help people, have great communication skills and are able to problem-solve with a cool head, eviCore Healthcare, a subsidiary of ...
-
Conduent State Healthcare, LLC Remote, United StatesThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to persona ...
-
24007005 Customer Service Representative
1 week ago
The Cigna Group Remote, United States OTHERThe Cigna Group is a global health Service Company dedicated to helping people improve their health, well-being, and sense of security. We seek dedicated, compassionate, and empathetic Customer Service Representatives to join our team who are genuinely interested in helping peopl ...
-
Customer Service and Support Representative
2 weeks ago
PNC Remote, United States Full timePosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Customer Service Representative II
1 week ago
MetLife Remote, United States Full timeDescription and Requirements · Customer Experience Representative (Pet Team) · Virtual Class Start Date: August 5, 2024 · Training - Monday - Friday, 8:30-5pm EDT - first 6 weeks. · Shift following training - 12:30 - 9pm EDT; 5 days a week, must include Saturday & Sunday (weekend ...
-
Senior Customer Service Representative
2 weeks ago
ServiceNow Remote, United States Full timeCompany Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ...
-
New York Life Insurance Co Remote, United States Full timeLocation Designation: Fully Remote · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You' ...
Life Cycle Services Representative - Remote, United States - Trace3
Description
Who is Trace3?
Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.
Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it
Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.
Ready to discover the possibilities that live in technology?
Come Join Us
Street-Smart - Thriving in Dynamic Times
We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the "big picture." We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.
Juice - The "Stuff" it takes to be a Needle Mover
We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.
Teamwork - Humble, Hungry and Smart
We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it's due and demonstrate transparency. We "bring the weather" by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.
About the Role:
The Lifecycle Services Representative (LSR) will be responsible for managing customer support renewal opportunities within assigned accounts. The LSR will consult with account teams and provide strategic renewals pricing to grow revenue within region. In addition, the LSR will participate in the sales process as an extension of the Account Executives by building relationships with the Clients, Manufacturers, and Distributors. This position will also be responsible for managing the IT Support Infrastructure and any Support needs after every Renewal sale.
What You'll Do:
Qualifications & Interests:
The Perks:
***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.
Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.
Estimated Pay Range
$60,100—$90,100 USD
Life Cycle Services Representative professionals in Remote
-
Celeste Coleman
Virtual Assistant and Customer service rep