The Renewals Specialist is responsible for working with the sales teams to quote hardware and software licensing renewals (including but not limited to HPE, Cisco, Dell, etc) prior to expiration. This includes managing the renewals process from start to end, problem-solving, following up with customers, and answering customer questions. The Renewals Specialist works closely with the ISR team(s) to establish parameters for pricing and other quoting expectations.
Roles and Responsibilities/ Essential Functions:
Proactively manage renewals expiring in 60-90 days.
Achieve renewal rate goals by following established renewal process.
Communicate with HBS Sales Teams to confirm product should be renewed and establish parameters for quoting. This could include margins, co-terming, or any other needs of the sales teams and the customer.
Request quotes for renewals from distributors and vendors.
Send quotes to sales teams and customers by established deadlines.
Follow-up with customers and sales teams on renewals prior to expiration.
Process orders for approved quotes.
Track open orders and opportunities. Confirm receipt of renewal certificate.
Effectively communicate with internal departments at Heartland as well as with customers and vendors.
Performs other duties as assigned.
Requirements:
Competencies
Accuracy - Ability to perform work accurately and thoroughly.
Applied Learning – Ability to hear, understand and interpret what others are saying.
Adaptability – Ability to adapt your way of thinking or responding to changing workplace conditions.
Communication, Oral - Ability to communicate effectively with others using the spoken word.
Communication, Written - Ability to communicate in writing clearly and concisely.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Goal Oriented – The ability to stay focused on the task objective and perform in accordance with clear expectations and goals.
Organized - Following a systematic method of performing a task.
Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
Required Experience:
1-2 years of Administrative Experience
Experience with Microsoft Excel
Preferred Experience:
2-4 year of industry experience
Experience with quoting process
Experience with Cisco products or services
Required Skills, Education and/ or Certifications required:
High School diploma or equivalent certification
Proficiency using a computer and working with Microsoft office suite; Outlook, Word, Excel
Preferred Skills, Education and/ or Certifications required:
Experience working with a CRM
Equal Opportunity Employer - Including Disabled and Veterans
