Customer Success Representative

Veeam Software

Job Summary

This role is responsible for driving renewals and expansion within an assigned territory by proactively engaging customers, managing pipeline, and ensuring strong product adoption and customer success. You will also work cross-functionally to forecast accurately, support partners, and contribute to team development through coaching and mentorship. Key responsibilities include overachieving quota, managing annual pipeline, educating customers on new features, closing renewals and upgrades, reactivating lapsed support, and assisting with licensing and support tickets.

Must Have

  • Overachieve Quota tied to territory Renewal and Expansion goals
  • Effectively manage Annual pipeline
  • Proactive engagement with customers for product adoption
  • Educate customers on new product features and additional products
  • Close renewals, upgrades, and new licenses
  • Understand customer and partner stakeholders
  • Cold call customers with lapsed support for reactivation
  • Work cross-functionally with Deal Desk, Legal, Sales
  • Prepare Enterprise Renewals Agreements and Special Terms
  • Clearly communicate and sell complicated offers
  • Negotiate Renewals offers at CxO level
  • Accurate forecasting and business analysis
  • Assist customers with licensing transfers
  • Assist customers with support ticket assistance
  • Ensure appropriate support to channel partners
  • Record all activities in Salesforce.com accurately and timely
  • Maintain impeccable Salesforce hygiene
  • Manage inbound Renewal inquiries
  • Prioritize workload to meet KPIs, goals, and objectives
  • Meet Daily/Weekly SLAs
  • Maintain high Customer Satisfaction ratings
  • Minimum of 3 years relevant work experience (Sales, Account Management, Customer Success, Renewals)
  • Ability to train, coach and guide new hires
  • Analytical skills, advanced usage of Excel
  • Proven track record of overachievement of quota and KPIs
  • Experienced with providing consulting or support to large scale, enterprise level accounts
  • Ability to effectively lead efforts to handle complex customer requests and escalations
  • Good communication skills to effectively communicate and influence at all levels
  • Exceptional organizational skills to prioritize and multi-task
  • Ability to work in a semi-autonomous and fast-paced environment
  • High-energy, motivated self-starter
  • Experience compiling, querying, analyzing and reporting data
  • Proficiency with SalesForce.com
  • Understanding of the technology

Perks & Benefits

  • Competitive compensation package
  • Paid time off plus three global VeeaMe Days for self-care
  • Medical insurance for employees and dependents, including hospital, outpatient
  • Flexible Spending Allowance for medical, dental, vision, wellness, fitness, and tech-related expenses

Job Description

About the Role

This role is responsible for driving renewals and expansion within an assigned territory by proactively engaging customers, managing pipeline, and ensuring strong product adoption and customer success. You will also work cross-functionally to forecast accurately, support partners, and contribute to team development through coaching and mentorship.

What You’ll Do

  • Responsible for overachieving Quota tied to territory Renewal and Expansion goals
  • Effectively manages Annual pipeline, by reaching out to customers 9 months or more before support expiration to perform customer's technical environment health check, and proactively provide support to customers to ensure full product and feature adoption
  • Coaches and Trains new hires on Veeam's Sales/Renewals/Customer Success methodologies
  • Takes on the mentorship role for hires throughout their Veeam journey
  • Forecast, analyzes data, provides insights and suggests strategies
  • Proactive engagement with customers with the goal to educate customers of new product features, additional products, tie it to the business outcomes, close renewals and grow account by selling and closing Upgrades and New Licenses
  • Understand who the stake holders at the customer and at partner, what matters to them, and work backwards.
  • Cold call customers with lapsed support, with the goal to reactivate support.
  • Work cross functionally with Deal Desk, Legal Department, Sales and others to prepare Enterprise Renewals Agreements, Special Terms, Create NSQ’s
  • Clearly communicate and sell complicated offers, internally and externally
  • Effectively negotiate Renewals offers at the CxO level · Accurate forecasting, business analysis and sharing insights
  • Assisting customers with whatever is needed to ensure customer success, including but not limited to:
  • Licensing Transfers (opening license cases, walking customer through the process, following up to ensure satisfactory resultion)
  • Customer Support Ticket Assistance (Educating customers on how to open support tickets
  • Escalate support cases through prescribed processes, follow up to ensure support ticket is resolved to customer satisfaction)
  • Ensure appropriate support to Veeam’s channel partners, to successfully close renewal and additional licenses
  • Accurate and timely records all activities on customer/partner record in Veeam's customer relationship management system (SalesForce.com)
  • Impeccable Salesforce hygiene · Manages inbound Renewal inquiries though different Renewals portals
  • Prioritize workload in order to meet all KPIs, goals and objectives.
  • Meet Daily/Weekly SLAs and maintain high Customer Satisfaction ratings

What You’ll Bring

  • Minimum of 3 years relevant work experience is one or more of the following: Sales, Account Management, Customer Success Account Management, Renewals, Account Management
  • Ability to train, coach and guide new hires
  • Analytical skills, advanced usage of Excel
  • Proven track record of overachievement of quota and KPIs
  • Experienced with providing consulting or support to large scale, enterprise level accounts with technically complex configurations and high volumes of transactions/load
  • Ability to effectively lead efforts to handle complex customer requests and escalations within a multi-functional team
  • Good communication skills with demonstrated ability to effectively communicate and influence at all levels of an organization, including executive level
  • Exceptional organizational skills with the proven ability to prioritize and multi-task to meet deadlines and quotas
  • Ability to work in a semi-autonomous and fast-paced environment
  • High-energy, motivated self-starter prepared to handle high number of email communications and out-bound telephone calls
  • Experience compiling, querying, analyzing and reporting data
  • Proficiency with SalesForce.com
  • Understanding of the technology

What You’ll Get

  • Competitive compensation package
  • Paid time off plus three global VeeaMe Days for self-care.
  • Medical insurance for employees and dependents, including hospital, outpatient
  • Flexible Spending Allowance for medical, dental, vision, wellness, fitness, and tech-related expenses

7 Skills Required For This Role

Account Management Excel Communication Forecasting Budgeting Game Texts Business Analysis Salesforce

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