Life Cycle Management Representative

Trace3•Irvine, CA

21h•Onsite

About The Position

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.

Requirements

High school diploma required.
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.

Nice To Haves

Minimum of 5 years of maintenance renewal sales experience preferred.

Responsibilities

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.