The goal of the internship role as Customer Growth Coordinator (CGC) is to support with Existing Business revenue expansion initiatives. This will cover product specific initiatives to bring additional value to our customer base and to increase operational efficiency and clarity of internal processes.
The CGC Intern will partner with Client Success Managers by driving effectiveness and efficiency by assisting on revenue generating activities, supporting activities that drive Client Success, and enabling the Client Success Managers on new processes and procedures. The CGC Intern will work closely on business forecasting, target tracking and reviewing the TAM (Total Addressable Market) for new products.
Main tasks and duties
- Collaborate with the CSMs to discuss client usage, options, issues, renewals, and upsells.
- Execute internal projects as necessary to increase efficiency and effectiveness of the team.
- Help drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc. related to both renewal and up-sale opportunities.
- Create product and service orders, contract addendums and renewals, obtaining necessary internal approvals, and communicating with accounting department as needed.
- Review over/under utilization reports for up-sale opportunities (over utilization) and clients that require immediate follow-up (underutilization).
- Participate in conference calls and track follow up items as needed.
- Preparing marketing materials and proposals to assist on quarterly business review presentations that are focused on Cross or Upsell.
- Salesforce CRM operational maintenance and hygiene
- Preparing and supporting CSMs on Deal Reviews and ‘Why we Won’ retrospectives to allow us to share knowledge across the team.
- Assist with creating projections for upcoming renewals, define and manage timelines to ensure growth within focus customers.
- Identify potential issues that may occur during renewals, such as incomplete projects, non-standard MSA, amendments to main contract, underutilization/overutilization, major business shifts, new decision makers etc., and work closely with other team members, to mitigate these risks.
General requirements
- A highly energetic individual with a passion for technology, customer relations and revenue growth.
- Drive to learn and the ability to grasp quickly.
- Comfortable in a fast-paced, high-growth environment
- Strong organizational, presentation, and communication skills – both verbal and written
- Technically savvy with the ability to demonstrate a good level of competency using Microsoft. Excel, Word, PowerPoint, Google Sheets, Salesforce, etc
- Confidence to prioritize and work with a certain level of autonomy.
Work environment
Hybrid Office and work from home environment
