Strategic Renewals Executive, Principal  

Strategic Renewals  Executives (SREs) are responsible for working with national and regional customers to understand their needs and how we can tailor a solution to meet their ongoing goals.  We need people who are able to navigate through large, complex organizations as well as small, resource-limited organizations positioning EVERFI’s software, service, and training to retain and grow our relationship with customers.  The SRE  also must work collaboratively with other internal team members to construct the right solution to meet customer goals. 
 
Responsibilities include: 

• Developing and implementing account strategies for national and regional customers to retain their business. 

• Providing tactical and strategic plans with specific measurable time frames to retain and grow an account. 

• Managing activities to respond to customer re-sale opportunities, including solution strategy, RFP responses, demonstrations, pricing. 

• Working collaboratively with Regional Vice President, Account Executives and Customer Success Managers to identify opportunity to expand the account during a renewal. 

• Managing renewal activities to exceed assigned retention objectives. 

• Becoming a 'trusted business advisor' and establish Executive relationships at senior levels within client accounts. 

• Differentiating EVERFI's solution by positioning and leveraging in the renewal our total set of capabilities – data and analytics, professional services, managed services, payments, and software. 

• Resolve complex issues where in-depth analysis is required.  

• Build and maintain an accurate pipeline and timely forecasts to management. 

• Other job duties as assigned.  

Experience and Skills: 

• 6+ years experience in positioning and selling large, complex CRM and/or ERP software solutions.  Experience selling into Non-profits and Development offices a plus. 

• Alternatively, 6+ years experience working with nonprofit organizations in a customer service role, such as Customer Success or Professional Services, with experience conducting renewals. 

• Knowledge and experience working within a solution-selling or consultative selling methodology 

• Experience selling or supporting the success of customers using relationship building skills and strategic conversations  

• Experience working with and navigating a complex organization and influencing senior business executives is critical. 

• Bachelor's degree or equivalent work experience required. 

• Preferable if this person sits within the Eastern or Central time zones  

• Approximately 25% travel is required.