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salesforce outreach power bi cpq salesforce lightning📋 Description
- Analyze customer contracts and product selections to guide renewal paths.
- Engage customers, address inquiries, and communicate renewal options.
- Maintain partner relationships and resolve renewal roadblocks.
- Identify upsell/cross-sell opportunities during renewals with sales.
- Streamline renewal processes; identify automation opportunities.
- Collaborate with cross-functional teams on renewal status and risks.
🎯 Requirements
- Bilingual in English and Spanish.
- Bachelor’s degree in Business Admin, Communications, or Marketing or relevant experience.
- Experience in Sales, Customer Success, or Renewal Management.
- Familiarity with Salesforce Lightning and CPQ, plus Outreach, Excel, Power BI, and Outlook.
- Excellent attention to detail and organizational skills.
- Strong communication and cross-functional collaboration.
🎁 Benefits
- Remote-first work with possible hybrid options.
- Inclusive culture and team spirit.
- Employee networks for education and advocacy.
- Charity initiatives and volunteer days globally.
- Wellbeing and fitness programs for employees.
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