Teams at Transfr

Own the front end of the sales funnel: qualify inbound leads, prospect outbound, schedule meetings, maintain Salesforce records, research target accounts, and meet activity and pipeline goals while partnering with Marketing and Sales.

Own renewal and expansion lifecycle for a portfolio of SaaS/EdTech customers. Drive retention, identify upsell opportunities, lead executive reviews, build ROI-driven business cases, manage negotiations, maintain forecasts and CRM records, and collaborate cross-functionally to ensure customer success and revenue growth.

The Account Coordinator supports customer accounts through administrative tasks, generating quotes, managing CRM data, and improving efficiency in service delivery.