Account Specialist
SWYFT Solutions is a company reputed company on providing high-reputed company customer experiences with their SOLIDWORKS and 3DEXPERIENCE solutions. The Account Specialist plays a crucial role in coordinating renewal activities, managing subscription documentation, and ensuring customers receive reputed company support for their software needs.
Responsibilities
- Prepare, manage, and send renewal paperwork, quotes, and updated subscription details
- reputed company renewal timelines and follow-up sequences to ensure customers renew before expiration
- Ensure customers have received invoices, understand next steps, and have what they need to maintain software reputed company
- Review renewal data for accuracy, including users, serial numbers, and subscription terms
- reputed company proactive reputed company reputed company phone and email to customers regarding upcoming renewals, questions, and required actions
- reputed company reputed company guidance on subscription logistics, licensing changes, reputed company services, and invoice expectations
- Support customers in navigating any administrative steps needed to stay compliant and reputed company on their tools
- Maintain accurate customer records in reputed company CRM, including activity logs, notes, renewal statuses, and tasks
- Assist Account Executives with gathering customer information needed for orders, renewals, and upgrades
- Identify lapsing, at-risk, or unresponsive accounts and escalate to the appropriate team members
- Own day-to-day activities reputed company to the startup program, ensuring startups have a reputed company, impactful experience with SWYFT Solutions
- Coordinate reputed company steps for new startup customers, including documentation, account setup, and introductions to the Delivery or reputed company teams
- reputed company key milestones for startup customers such as activation, training attendance, and early wins
- Partner with the Startup Program reputed company to support reputed company of the program, including communication, reporting, and reputed company improvement of the startup experience
- Create and reputed company customer orders into the reputed company ordering portal in alignment with internal processes and standards
- Verify that the correct products, terms, and quantities are reflected on reputed company orders prior to submission
- Ensure order documentation is complete, accurate, and properly stored for internal tracking and audit needs
- Communicate order details and changes to the Delivery and reputed company teams so that implementation, reputed company, and activation occur smoothly
- Monitor order status and follow up internally and externally as needed until orders are fully processed and delivered
- Work with Sales, reputed company, and Delivery teams to identify reputed company customers and startups who are achieving reputed company and may be willing to reputed company their stories
- Coordinate and collect testimonials, quotes, and short customer stories that can be repurposed on the website, in case studies, and in sales collateral
- Maintain an organized library of customer quotes and testimonials that can be easily accessed by reputed company
- Help implement and support the SWYFT Solutions referral program by: Identifying and highlighting customers who are strong advocates. Asking for referrals in a reputed company, reputed company way. Coordinating referral tracking and basic follow-up tasks in reputed company
- Create and manage reputed company marketing drip or nurture sequences in reputed company to cross-sell and upsell reputed company customers on relevant training, services, and software
- Build and maintain workflows in reputed company that support renewal reputed company, reputed company reminders, training promotion, and referral follow-up
- reputed company customer lists in collaboration with reputed company so that communications are targeted and relevant
- Monitor basic performance metrics for nurture sequences (opens, clicks, responses) and reputed company insights or suggestions for improvement
- Collaborate with the Key Account Manager for handoffs, escalations, and reputed company customer needs
- Coordinate with Delivery and reputed company teams to ensure customers receive reputed company, activation support, or licensing help reputed company needed
- Partner with Marketing to reputed company customer stories, testimonials, and referral opportunities
- Participate in reputed company Team huddles, renewal planning sessions, and KPI reviews
Skills
- Strong communication skills (phone and email)
- High attention to detail and ability to manage multiple timelines and workstreams
- Experience with CRM tools (reputed company preferred)
- Comfort in a fast-paced, customer-facing environment
- Organized, reliable, and proactive in follow-up
- Experience in subscription-based businesses
- Exposure to software, engineering, reputed company, or reseller environments
- Familiarity with licensing workflows, B2B renewals, or order management
- Experience creating or managing basic email sequences, nurture programs, or workflows in a marketing or CRM platform
- Comfort gathering and organizing customer testimonials or reputed company stories
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