An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Job Summary
Qualifications
Experience
- 5-8 years of experience in a customer success, administrative, or operations role within a SaaS, technology, or enterprise software environment.
- Proven experience owning end-to-end contract renewals, managing customer accounts, and optimizing business processes across multiple regions.
- Decent hands-on experience handling RFPs, RFQs, and RFIs, including coordinating responses, compiling commercial and contractual information, and meeting submission deadlines.
- 1-2+ years of experience leading, mentoring, or coordinating a team (formal people management or team lead experience preferred).
Technical Analytical Skills
- Advanced proficiency in Salesforce (reports, dashboards, opportunity and renewal management, data quality controls); experience with HubSpot or similar CRM platforms is a plus.
- Hands-on experience with workflow automation tools and data analytics platforms.
- Strong ability to analyze data, generate reports, and translate insights into actionable recommendations for leadership.
- Experience with multi-currency data and global reporting is an advantage.
Certifications AI Exposure (Preferred, Not Mandatory)
- Salesforce certification (e.g., Salesforce Certified Administrator, Advanced Administrator, or Platform App Builder) is highly desirable.
- Exposure to, or certification in, AI tools (e.g., Claude, ChatGPT, Microsoft Copilot, Salesforce Einstein / Agentforce) and their practical application in reporting, automation, and customer success workflows.
- Curiosity and willingness to pilot new AI-enabled ways of working and help the team adopt them.
Communication Collaboration
- Excellent verbal and written communication skills, with the ability to engage effectively across global teams, senior leadership, and customer stakeholders.
- Strong interpersonal skills to build and maintain professional relationships across different cultures and business functions.
Problem-Solving Decision-Making
- Ability to think strategically and execute solutions that enhance customer experience and operational efficiency.
- Proactive approach to identifying challenges, escalating risks early, and implementing effective resolutions.
Dependability Adaptability
- Self-motivated, proactive, and able to work independently and make decisions with minimal supervision.
- Comfortable in a fast-paced, dynamic environment with evolving priorities, and able to keep the team focused through change.
Key Responsibilities
- Mentor, coach, and train administrators; support onboarding of new hires and build team capability in Salesforce and AI tools.
- Act as the first point of escalation for the team and as backup cover for critical renewal and administrative activities.
- Coordinate and manage responses to customer RFPs, RFQs, and RFIs, working with CSMs, legal, finance, product, and technical teams to deliver complete, accurate, and on-time submissions.
- Maintain a library of standard responses, company information, compliance documents, and pricing inputs to speed up future submissions.
- Track RFP/RFQ timelines, clarification questions, and outcomes, and share lessons learned to improve win rates.
Customer Renewals Contract Management
- Own and oversee the renewal process by generating, reviewing, and revising renewal quotes, ensuring alignment with contractual terms and customer needs.
- Review and approve renewal work prepared by the team to ensure accuracy and compliance.
- Collaborate with legal, finance, and sales teams to manage contract amendments and term negotiations, including complex and high-value renewals.
Data Accuracy CRM Management
- Own data integrity standards in Salesforce, leading proactive data audits, validation processes, and remediation of data quality issues.
- Utilize CRM systems (e.g., Salesforce, HubSpot) to track customer interactions, update records, and build reports and dashboards that provide data-driven insights to support decision-making.
Cross-Regional Collaboration Stakeholder Engagement
- Serve as a strategic partner to Customer Success Managers and regional heads across different geographies, ensuring consistent service delivery and adherence to global best practices.
- Act as a liaison between regional teams and senior leadership, providing reports, team performance updates, and recommendations to enhance customer success strategies.
Process Optimization, Automation and AI Enablement
- Identify inefficiencies in customer success workflows and lead process improvements to enhance operational effectiveness.
- Leverage automation and AI tools to streamline administrative tasks.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Skills
Contract ManagementAgentforceCopilotCrm SystemsCompliance ManagementAiCustomer EngagementAnalytical SkillsOperationsOperational EfficiencyService DeliveryDeliveryIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
Similar Jobs
View allLooking for something similar?
New Operations Maintenance & Support roles in Pune.
One email a day. Unsubscribe any time.

