Key Responsibilities
- Support the Customer Success Team through the entire renewal and expansion cycle, from pipeline management and pricing proposal creation to forecast management and final deal closure.
- Develop strategic account plans aligned with CertifID's goals and customer objectives, ensuring high satisfaction and retention levels.
- Introduce new products, channels, and services to customers proactively, customizing solutions to meet their unique needs.
- Execute win/win renewal negotiations to maximize contract value while nurturing client relationships.
- Collaborate closely with our Customer Success team and other internal departments to deliver a seamless and integrated customer experience.
- Identify and engage with influencers and decision-makers (directly or via the CSMs) within these business units, fostering trust and pathways to expansion.
- Handle commercial inquiries and requests from customers promptly and effectively.
- Partner with leadership to refine playbooks and strategies to better arm the Customer Success organization to handle most account management functions.
Requirements
- 2+ years of Sales, Account Management, or Customer Success.
- SaaS experience is preferred.
- 2+ years of experience selling to existing customers and driving successful contract renewals.
- Previous experience in pricing/packing adjustments.
- Demonstrated success in closing recurring revenue SaaS deals with a portfolio of customers that range in size and stakeholder sophistication in the buying process.
- Strategic mindset with a passion for understanding and effectively communicating our technology's benefits.
- Understanding forecasting strategy and utilizing forecasting tools
- Consistent ability to hit goals confidently, working through discovery situations, uncovering business needs, and discussing value and pricing.
- Service-oriented with a willingness to go the extra mile for clients.
- Proactive mindset, taking charge of the commercial plan, and initiating action.
- Ability to thrive in an agile, evolving environment and willingness to experiment and iterate quickly.
- Strong team player with excellent collaboration skills and a focus on team success.
Benefits
- Competitive pay
- Competitive PTO
- Equity
- Wellness Benefit
- No work on your birthday
- Hybrid work environment
- Health, Dental, and Vision Insurance
- 401k with matching
- Life Insurance
- We aim to meet or lead the market and use Carta Total Compensation to benchmark our roles. Starting salary for this position will be shared during the first screening call.
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What We Do
CertifID helps to create a world without wire fraud. Started after our co-founder was hit by fraud – we’re the only company dedicated to fighting fraud for the real estate industry with an identity verification SaaS platform, insurance, and proven recovery services. CertifID helps safeguard billions of dollars every month from fraud and provides peace of mind with direct insurance coverage on every wire it protects.
Why Work With Us
CertifID is a mission-driven company. Everyone on the team has an important role in protecting our customers. In fact, "Protect the Customer" is the first of our core values, which helps us PROGRESS as individuals and as a team. To learn more about our core values and how they guide our day to day work, visit certifid.com/careers.
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