Account Partner

Tray.ai•San Francisco, CA

About The Position

We are seeking a skilled and customer-focused Account Partner to join our Deal Operations team. Account Partners are customer-facing Trayers who lead the conversation on business-as-usual renewals, support Account Executives with upsell, churn, and contraction motions, maintain data integrity, support customer health initiatives, and drive operational consistency and efficiency across the customer lifecycle. This role sits at the intersection of customer success and sales operations. You will be paired with one or more Account Executives and own a book of business from a renewals and deal execution perspective, ensuring 100% on-time renewals and accurate forecasting.

Requirements

2+ years of experience in account management, deal operations, renewals management, or a similar customer-facing operational role within a SaaS environment.
Strong contract negotiation skills and a solid understanding of SaaS pricing models, entitlements, and renewal mechanics.
Proficient with CRM systems (Salesforce preferred), CPQ tools, and contract management platforms (e.g. DocuSign).
Proven proficiency in spreadsheet modelling and data analysis; comfortable manipulating complex data sets to support pricing and forecasting.
Exceptional attention to detail, particularly in deal structuring, data accuracy, and financial calculations (e.g. pro-rata pricing, co-termed agreements).
Excellent verbal and written communication skills with the ability to engage directly with customers and collaborate across internal teams.
An out-of-the-box thinker with a builder mindset.
Fluent and proactive in the use of AI tooling (e.g. Claude suite) to accelerate workflows, improve accuracy, and maximise time spent on high-value activities.

Nice To Haves

Experience with iPaaS platforms like Tray.ai, or knowledge of coding and automation tools to streamline operations, is a strong plus.

Responsibilities

Own the end-to-end renewal process for your assigned accounts: prepare renewal packs, contact customers 90+ days before expiry, and drive renewals to on-time close.
Manage quoting, order forms, and document execution for renewals, expansions, and contract modifications.
Highlight expansion, churn, and contraction risks early, maintaining accurate forecasts.
Combine automated renewal messaging with personalised outreach to understand customer renewal intentions.
Act as a primary point of contact for non-sales customer queries, including billing, contract, and product questions, directing customers to the right resources.
Meet directly with customers on routine renewal conversations, keeping Account Executives focused on strategic selling.
Include your paired Account Executive on all relevant customer communications and meetings.
Build and maintain pricing illustration sheets to support deal strategy.
Ensure CRM data accuracy: correct churn, run-rate upsell, customer health scores, and opportunity data based on your customer interactions.
Review and manage the Tray organisation lifecycle for your accounts, including provisioning, deprovisioning, and add-on management.
Provide pricing strategy and operational support for in-flight deals alongside the AE team.
Serve as the liaison between sales and finance, exercising discretion on concessions within agreed parameters (e.g. payment terms, invoice frequency, renewal uplift adjustments).
Coordinate with Tray legal counsel to manage redlines and ensure alignment on contract terms.
Maintain transparency by communicating in our internal Slack channel.