Customer Success Quote Analyst
| Company | Genesys |
|---|---|
| Location | Salt Lake City, UT, USA, Boston, MA, USA, Indianapolis, IN, USA, Austin, TX, USA, Raleigh, NC, USA, Frankfort, KY, USA, Tallahassee, FL, USA, Carson City, NV, USA, Atlanta, GA, USA |
| Salary | $27.21 – $50.58 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s Degree, or 3+ years’ experience in an Operations, Product, or Specialists role within a B2B organization
- Experience in Customer Success Operations, Contract Creation or Review, or similar role
- A high attention to detail and organization
- Experience in working with a team to identify process gaps and improvements, and continuously improve business processes
- Prior experience using Salesforce (or similar CRM) required, familiarity with Gainsight, NetSuite, and Walk-Me desirable
- Ability to use our basic business tools effectively: e-mail, spreadsheets, business collaboration tools, and file sharing
- Exceptional ability to communicate clearly, both verbal and written
Responsibilities
- Drive effectiveness and reduce overall time spent on tasks related to renewal quote creation
- Create, review, amend, and track customer renewal agreements for all Genesys products and services
- Assist Customer Success and Renewal teams in preparing multiple quotes and renewal options to be presented to customer
- Achievement of on time, accurate, and actionable renewal quote creation, revisions, and other key metrics
- Use your knowledge of Genesys products and services, licensing, buying and selling rules, deal structure, and approval process to navigate and obtain all approvals required to provide an actionable quote to the renewal and account teams to meet required deadlines
- Ensure renewal pricing follows current policies, rules, and procedures based on configuration of the offering and instance, including review and accurate inclusion of historical orders and product migrations by customer
- Deliver accurate reporting as needed to ensure products and quantities align with license entitlement requirements
- Strong collaboration with Renewal and Licensing teams to recognize urgency and quoting requirements for internal processing
- Assist with enhancing and improving systems and processes to increase efficiencies
Preferred Qualifications
- Bonus Qualification: Familiarity with CX (industry and technology)