Back to jobsOwn the day-to-day operational execution of account planning governance across existing customers, ensuring plans are created, maintained, and reviewed in line with agreed RevOps frameworks and timelines.
Coordinate contractual triggers, renewal milestones, and notice periods, ensuring sales teams have clear visibility of upcoming events and required actions.
Monitor application of the account planning checklist, ensuring commercial expectations across price and non-price elements are documented, escalated, and approved in line with policy.
Partner with Sales Operations, Pricing, Planning, and Finance to ensure account plans are aligned to commercial policy, revenue targets, and forecasting assumptions.
Produce and iterate account planning support materials for deployment by Sales Operations.
Act as the primary point of contact for policy questions for account planning and renewals, interfacing with senior stakeholders across the business.
Produce clear and accurate reporting on the account planning process, to support proactive decision-making.
Identify recurring renewals and account planning issues, policy gaps, or process inefficiencies and champion continuous improvement in the existing business sales process.