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
  - level relationships in a large organisation.
• Strong presentation and writing skills with proven ability to present compellingly in English at a minimum.
• Proactive
  - 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
  - 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.