tray-ai - Account Partner
Responsibilities
• RENEWAL & CONTRACT MANAGEMENT • Own the end-to-end renewal process for your assigned accounts: prepare renewal packs, contact customers 90+ days before expiry, and drive renewals to on-time close. • Manage quoting, order forms, and document execution for renewals, expansions, and contract modifications. • Highlight expansion, churn, and contraction risks early, maintaining accurate forecasts. • Combine automated renewal messaging with personalised outreach to understand customer renewal intentions. • CUSTOMER ENGAGEMENT • Act as a primary point of contact for non-sales customer queries, including billing, contract, and product questions, directing customers to the right resources. • Meet directly with customers on routine renewal conversations, keeping Account Executives focused on strategic selling. • Include your paired Account Executive on all relevant customer communications and meetings. • SALES OPERATIONS & DATA • Build and maintain pricing illustration sheets to support deal strategy. • Ensure CRM data accuracy: correct churn, run-rate upsell, customer health scores, and opportunity data based on your customer interactions. • Review and manage the Tray organisation lifecycle for your accounts, including provisioning, deprovisioning, and add-on management. • Provide pricing strategy and operational support for in-flight deals alongside the AE team. • CROSS-FUNCTIONAL COLLABORATION • Serve as the liaison between sales and finance, exercising discretion on concessions within agreed parameters (e.g. payment terms, invoice frequency, renewal uplift adjustments). • Coordinate with Tray legal counsel to manage redlines and ensure alignment on contract terms. • Maintain transparency by communicating in our internal Slack channel.
Benefits
• The on target total compensation for this role is $115,000 - $130,000 annually. • Our salary range is based on paying competitively for our size, industry, and location of the role, and are one part of many other compensation, benefit and reward opportunities we provide, including stock options. • Individual pay rate decisions are based on a number of factors including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company. The range above is a good faith estimate based on the expectations as laid out in the job description, however we are often open to a wide variety of profiles and recognize that the person we hire may be less or more experienced than this job description as posted. For this reason, the actual salary may vary from the estimate provided above. • Your team will fully support you to do your best work • Our team is full of humble but fiercely ambitious people, who take immense pride in what they do. We work in a culture built on performance, friendship, transparency, and looking out for one another. The heart of Tray.ai is made of generosity and trust. It is a community built on individual interactions between people who think differently; who are always available to help, to answer questions, and to empower. You'll have endless opportunities to learn and grow in a fun, fast-paced, and open environment. We love to achieve things that haven’t been done before. • We believe in diversity and equal opportunity • We believe that, in building diversity, we build strength. We encourage all to apply, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We will make sure that people with disabilities are provided reasonable accommodation to participate in the job application or interview process. • To review Tray.ai's Privacy Policy, please visit https://tray.io/privacy
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