Portfolio Specialist - (U.S. Based - Remote)

Lyrasis

10d • $60,000 - $65,000 • Remote

About The Position

The Portfolio Specialist will be responsible for owning, managing, and executing quarterly renewal contracts in an assigned portfolio of vendor accounts often under deadlines. Proactively establish a strong rapport with vendor partners to effectively manage portfolios and ensure long-term success.
You will manage efficient communication internally and externally to facilitate accurate and timely renewals and invoices. You will also proactively engage with members and customers regarding renewal agreements and subscriptions. As well as, partner with internal stakeholders in CSCI Services and other departments to ensure cross-functional team communication.

Requirements

• Strong customer management and negotiation skills
• Comfortable learning and switching between multiple computer applications and systems
• Familiarity with Microsoft (or Google) Suite of programs: Word, Excel, and PowerPoint
• Ability to manage multiple projects at different stages and context switch regularly
• Strong interpersonal and collaborative skills
• Experience using a CRM(Salesforce), similar sales management tool, or library management system
• Comfortable with a high degree of autonomy in your work
• 3-5 years in a high-volume customer service, order management role
• Previous experience working with libraries and electronic resources
• Strong attention to detail
• Bachelor's degree required

Nice To Haves

• Previous experience working with vendors and/or publishers

Responsibilities

• Promptly resolves issues, often in real time, for members or vendors across a range of divisions and service points through phone, chat, email, or portal technologies.
• Critically examines quarterly pricing updates, accurately calculates fees, and resolves or escalates any inconsistencies in pricing or data.
• Prepares and delivers renewal letters, quotations, invoices, recommendations, and notifications.
• Manages new sales opportunities by collaborating with the vendor partner to provide accurate pricing and subscription information, including access to trials.
• Evaluates vendor performance including recording, mitigating, or escalating any breaches of agreement.
• Develops and maintains custom reports in Customer Relationship Management(CRM)to effectively manage the assigned vendor portfolio.
• Partner with Vendors and internal teams (Membership & Outreach, CSCI) on developing promotions or focused engagements on behalf of vendors and publishers for new sales and adoption which reinforces the value of the CSCI Services team to the customer, member, and Vendor partner.
• Work in close collaboration with the Fiscal team to resolve vendor invoicing issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level