Calabarzon, Philippines
xtended arm of the sales team responsible for meeting the assigned sales target within Truvisor. - - - - Responsible for customer management, database management, and coordination to address all concerns and inquiries. Responsible for customer management, database management, and coordination to address all concerns and inquiries. Managing Internal Events, Training, Activities, and Programs. covering network performance (Keysight), data encryption (Utimaco), asset and threat visibility (Armis), identity and access management (OneLogin, OneIdentity), SOC automation (SocRadar), Active Directory protection (Semperis), vulnerability management (Vicarius), and customer engagement platforms (Freshworks)
Renewals Specialist – Cisco SMARTnet & Security Licenses October 2020- Up to present •Managing the different facets of subscription and support renewals •Preparing the renewal letters, quotations, invoices, and notifications •Contacting clients directly to negotiate terms and conditions and render renewal contracts •Positioning services and escalating pain points to the Sales and Customer Success team •Forecasting trends and suggestions on how those trends can enhance retention rates •Bridging between Sales, Finance and Customer Success •Refining renewal strategies that proactively engage a client in chopping the churn rates •Augmenting the upsell and cross-sell opportunities •Working with the product team to receive feedback on the growing requirements of a customer •Meeting the desired goals and establishing metrics
Sales • Responsible to accomplish the whole sales Cycle A. Lead Generation B. Prospecting C. Company and Product Presentation D. Demo Presentation/ Issuing Trial License for POC E. Contract Negotiation (Pricing, consulting, education, implementation) F. Closing G. Account Management • To develop new business opportunity and bring in new logos for the organization • To facilitate client requirement meetings- both in-person and/ or remotely using current online presentation application • Help identify customer needs, price schedules, and discount rates • Stay current with the client needs, competition, and industry trends • Create and deliver sales presentation/ proposal to prospective clients with a successful closing rate • To showcase sales expertise in Cloud, Analytics, Big Data, Internet of Things, Artificial Intelligence, Workplace Transformation and Machine Learning. • Develop & manage the client relationship • Manage existing clients, keeping good relationship to create more opportunities • Evaluate accounts • Maintain active participation and membership in networking organizations • Should be able to hit given goals • Provide Weekly, Monthly, Quarterly and Annual sales report • Update CRM or all reporting templates with complete accuracy always Territory Planning/ Account Segmentation • Manage the sales administration function, pipeline reporting, streamlining processes and system whenever possible, and advising senior management on maximizing business relationships and creating an environment where customer services can flourish • Attend to monthly, quarterly and annual market update report on new services of competitors, business opportunities, strategies, and plans • Identify trendsetter’s idea by researching industry and related events, publications and announcement.
• Meet or exceed defined monthly, quarterly and annual sales quota • Assist with accurate forecasting and weekly reporting • Obtain a clear understanding and adherence to Informatica Sales process and policies • Secure appropriate order information, per Informatica business process • Obtain a clear understanding of Informatica product and support value proposition • Understand customer purchase and renewal history • Co-term customer renewals when appropriate • Position up-selling and generate cross-sell leads where appropriate • Discover and maintain certain customer data • Assist with qualifying the decision maker, buying process, budget and timeframe • Deliver validated renewal quotes to customers 60 days in advance of expiration • Manage customer negotiations • Ensure accuracy of CRM data and sales activity tracking • Assist with internal customer renewal status/history inquiries • Respond to/research/follow up • Collaborate and cooperate with Field/Inside Sales Force • Maintain professional internal and external relationship
• Account/Pipeline Management: Making sure that all deals is under your Dollar bucket to be able to hit the set goals and quotas for the quarter as set by SAP. Ensure accuracy in following protocols set by SAP in maintaining good relationship with the existing Customer. Being able to maximize resources in engaging to our customer. • Sales Management: Meet or exceed goals set by the US counterparts in Nashville, Tennessee, in line with what SAP’s target is for renewal maintenance. Equipped with knowledge to be able to discuss and get through the renewal process as soon as it comes up for renewal. Follow protocols on reaching out to the customer in advance before the renewal expires to give ample time on both sides to get a Purchase Order processed and book the maintenance renewal. Offering suggestions or recommendations for the betterment of the service of SAP products like Cross-selling of products of their existing maintenance. • Meet or exceed defined monthly, quarterly and annual sales quota • Assist with accurate forecasting and weekly reporting • Obtain a clear understanding and adherence to Informatica Sales process and policies • Secure appropriate order information, per Informatica business process • Obtain a clear understanding of Informatica product and support value proposition • Understand customer purchase and renewal history • Co-term customer renewals when appropriate • Position up-selling and generate cross-sell leads where appropriate • Discover and maintain certain customer data • Assist with qualifying the decision maker, buying process, budget and timeframe • Deliver validated renewal quotes to customers 60 days in advance of expiration • Manage customer negotiations • Ensure accuracy of CRM data and sales activity tracking • Assist with internal customer renewal status/history inquiries • Respond to/research/follow up • Collaborate and cooperate with Field/Inside Sales Force • Maintain professional internal and external relationship
• Manages Order entry processes – EDI, manual order entry, XML, RMA for different vendor lines in Licensing • Manages email concerns, sends problem order notification, order confirmation and provides status and tracking of licenses in a timely manner. • Reviews pending orders to ensure its timely release and invoice • Manages special pricing requests (ACOP-special pricing) /COG process) to ensure completion within customer SLA. • Provides order status and tracking information. • Handles RMA’s (Return Merchandise Agreement Specialist) and email inquiries. • Updates and sends daily, weekly and monthly PUP Report/ PoE (Proof of Entitlement) report /Price File for Meraki Vendor. • Provide assistance and mentorship to new recruits and less experienced members of the team. •Developing metrics to measure process effectiveness •Entering production data into a database for further analysis •Analyzing production data to determine potential areas for improvement •Collaborating with production employees to gather feedback regarding the production process •Creating and delivering presentations to management regarding suggested improvements •Enter and process all incoming orders - EDI, web portal based, e-mail •Set up and document the order process for new customers •Maintain the company's order processing manual •Manage company's shipping vendors - UPS, FedEx, Freight Carriers •Complete daily inventory check to ensure order accuracy •Send dealers and distributors daily or weekly inventory updates •Provide customer service for Rightline Gear dealers and distributors •Manage company's shipping vendors - UPS, FedEx, Freight Carriers •Complete daily inventory check to ensure order accuracy •Send dealers and distributors daily or weekly inventory updates •Provide customer service for Rightline Gear dealers and distributors
Monitor all transactions and ensure compliance to quality regulations and maintain effective relationship with clients. Maintain knowledge on all technical aspects and resolve all issues in transactions and perform correction if required.