Job description
Renewal activity (preparing for meetings, creating, reviewing, and correcting quotes, etc.)
Pre-call planning, account planning/research, accessing account information from multiple reports housed in various formats (i.e. SFDC, MyAccount etc.)
Administrative reporting and review such as commissions, A/R, and retention
Certifications / Education

Degree-level education is required.
Potentially new graduate (Bachelor s degree equivalent) who is eager to learn with interest / background in accounting, law, or tech
0 2 years experience in Customer Success, Customer Service / Support, and / or SaaS implementation
Professional Experience, Strategic Planning Decision Making

Sets priorities to meet deadlines; develops plans to meet short-term objectives
Applies a wide range of policies or standards in straightforward situations
Identifies and resolves standard technical and operational problems
Decisions involve interpretation of data, planning own work, or refining the methods and techniques to be used
Behavioral Competencies

Strong, clear communications skills both written and verbal
Building Relationships
Dealing with Challenges
Collaborative, solution-oriented problem-solver