Revenue at Risk Officer

Work closely with Sales Leadership across assigned region and/or line of business forming best practice for the organization. Responsibilities include: Partner with senior leaders to advance opportunities and remove obstacles which impact customer satisfaction and sales. Facilitate account reviews with specified sales leaders at least once a quarter, establishing the process, developing artifacts, and tracking/reporting on progress. Work directly with field sales to ensure that their accounts are appropriately classified in terms of risk and that an actionable remediation plan is identified. Develop a tracking mechanism and reporting dashboard on the Account Governance program. Review and manage the ARCR (At Risk Customer Review) process. Manage the Retention forecast, making sure we have an accurate view of our client portfolio at risk while taking actions to minimize client terminations. Leverage customer engagement & satisfaction data, partner with internal teams to prioritize and implement improvements and efficiencies. Partner with Customer Success and Support on specified customer escalations (high value, high impact, and complex escalations) as a contributor to war room efforts and activities. Drive specific initiatives as required by the Sales Leadership Team. Requirements: Strong interpersonal skills with ability to build multi-level relationships in a large organisation. Strong presentation and writing skills with proven ability to present compellingly in English at a minimum. Proactive self-starter, able to work unsupervised within agreed timeframes. Record of successfully driving teams of multiple stakeholders to the achievement of measurable outcomes. Experience attaining internal buy-in and securing commitments from stakeholders. Experience: A minimum of 5 year’s relevant experience in professional services management in a software organization, sales operations management, Client Success or similar area. Experience of working in a global software company. A background in change management, project management or program management would be adventitious for this role. Education/Certifications: Bachelor’s degree in Business or equivalent experience. Equal Employment Opportunity

Finastra is an equal opportunities employer.

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