▪ Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk
▪ Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including as upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals
▪ Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers’ evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing
▪ Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquires
▪ Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration
▪ Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action
▪ Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management
▪ Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system
Skills:
▪ Ability to effectively communicate and build trusting internal and external relationships with a best in class, customer-oriented approach
▪ Ability to manage multiple accounts, deadlines, and demands, and provide accurate, timely deliverables in a fast- paced environment
▪ Ability to accurately forecast and manage pipeline on a monthly and quarterly basis
▪Ability to analyze and anticipate needs, applying flexibility to adapt to changes, growth opportunities, or risks
▪Ability to identify and apply creative solutions to problems
▪Ability to effectively use Microsoft Excel, Outlook and CRM systems
▪Ability to learn and apply strong product knowledge
Foundational proficiency in Salesforce and Gainsight preferred
Experience with forecasting or revenue tracking
Bachelor’s degree in Business or a related field preferred
Candidate Privacy Notice
Additionally, we have not sold and do not sell Personal Data you provide to us through the job application process.
Important: Protect Yourself from Recruitment Scams
Bad actors or scammers may try to impersonate Deltek and send fake job offers to people. Messages from Deltek about employment opportunities will be from an @deltek.com account or Enterprise@trm.brassring.com, never from free services like Gmail or Yahoo. Please look carefully at the email address that provides any job offer, as some fake accounts are created to look like a legitimate domain name or email address. We will also never ask you to pay money at any point in the hiring process, whether for training, equipment, background checks, or anything else. If you receive a suspicious offer claiming to be from Deltek, do not share personal or financial information. Report any suspicious communication to Secure@deltek.com and consider reporting it to law enforcement.
Why Join #TeamDeltek
Grow. Collaborate. Innovate.
The work we do is important. The way we do it is just as important. Our values guide the decisions we make, how we work together, and how we help our customers succeed. That’s what makes Deltek more than a place to work — it’s a place where you can grow, make an impact, and help others do the same.
