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crm data analysis customer success salesforce renewalsπ Description
- Renewals and digital execution to drive timely account renewals.
- Engage with CSMs and Support to address customer needs before renewal.
- Maintain CRM data on renewal statuses and outcomes in Salesforce.
- Identify at-risk accounts and coordinate retention actions.
- Partner with CSMs to uncover upsell and cross-sell during renewals.
- Provide reports on renewal rates, churn risk, and customer feedback.
π― Requirements
- 1+ years experience in a renewal/expansion role.
- Strong knowledge of K-12 EdTech buying cycles.
- Proficiency in CRM systems, especially Salesforce.
- Proven track record meeting targets in customer-facing roles.
π Benefits
- Competitive compensation with performance incentives.
- Health, dental, and vision insurance with 401(k) match.
- 12 weeks of fully paid parental leave.
- Flexible time off with unlimited vacation and holidays.
- $1,000 annual stipend for professional development.
- Remote-first culture.
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