Life Cycle Services Representative

Summary

Join Trace3 as a Lifecycle Services Representative (LSR) and manage customer support renewal opportunities. You will consult with account teams, provide strategic pricing, and grow revenue. Collaborate with sales to identify upsell opportunities and build relationships with clients, manufacturers, and distributors. Manage IT support infrastructure and ensure accurate data. This role requires strong communication, analytical, and organizational skills, along with Cisco renewal experience. Trace3 offers competitive compensation, benefits, and a collaborative work environment.

Requirements

• High school diploma required
• Cisco Renewal experience is required
• Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks
• Must be a good collaborator, communicator and facilitator with customers and internal cross functional teams
• Ability to establish and execute against deadlines in a fast-paced environment
• Emphasis on ability to build and maintain relationships
• Strong analytical skills regarding client quotes, reports, manufacturer data
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, PowerPoint, Outlook) and CRM platforms. Must be competent in Excel

Responsibilities

• Own and execute on assigned renewal opportunities within assigned accounts
• Coordinate and collaborate with customer and internal teams to establish timelines, action items, responsibilities and associated due dates of renewal activities in a manner that results in an on-time renewal
• Work with sales to identify and present upsell opportunities within existing client base
• Position multi-year deals & co term with other license opportunities as to increase size of deals
• Engage distribution line and/or vendor 6-12 months advance of expiration
• Address and resolve install base inaccuracies to ensure customer, OEM and Trace3 Install base data are aligned and accurate
• Collaborate with customer and sales team to capture all items available to renew in the renewal scope. Identify and communicate risk. Work to close gaps in coverage
• Take actions to reduce complexity e.g., minimize # of contracts
• Participate and contribute to customer Quarterly Business Reviews as required
• Maintain accurate NetSuite data for opportunities/forecasts, client information
• Provide client with accurate renewal quote that is in alignment with established timelines
• Provide financing options & related information when appropriate
• Process client transactions such as orders, quotes, or returns timely and accurately
• Setup and maintain client notes, credit limits and contacts. Facilitate post-renewal system (LAMP) updates with Data Team
• Champion best practices and contribute to policies and procedures
• Maintain and expand working knowledge of current partner renewal offerings and varying service/support levels
• May perform other duties as assigned by manager

Preferred Qualifications

• Minimum of 5 years of maintenance renewal sales experience preferred
• Good understanding on Information Technologies is a plus

Benefits

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Stocked kitchen with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off