Renewals Representative

Fortinet•Sunnyvale, CA

5d•Onsite

About The Position

In this position, you will be supporting all operational functions of the full Renewal Sales cycle. This includes interfacing, guiding, educating, supporting & transacting with Customers, Field Sales Reps, Inside Territory Account Managers, Channel Partners & Distributors on all levels of Renewal opportunities. This person will be the main point of contact for all Commercial/Mid-Enterprise Renewals in a specific assigned territory within the United States. Position located at HQ in Sunnyvale, CA.

Requirements

Intermediate level of expertise using Salesforce, MS Excel, MS Word & MS PowerPoint
Must have an effective, confident and professional demeanor in conducting telephone and email communications
Extremely high attention to detail, analytical & comfortable in a numeric/data driven environment
Thrives working in a fast paced/high revenue environment, demonstrates a high sense of urgency
Must be customer service forward, self-starter, fast learner & team player
Ability to maintain a positive, flexible & professional attitude towards customers and co-workers
Ability to "think outside the box", troubleshoot proactively & accordingly with “Go above & beyond” mentality
Bachelor's degree or relevant work experience
1+ year of Renewals, Sales or Operations experience (preferably in the B2B tech industry)
Track record of meeting monthly, quarterly or annual individual or team quotas
Has knowledge of commonly used terminology & products within the Cyber Security field
Understanding of B2B Channel Sales & Direct Sales motions
The Renewal Representative is required to spend more than 50% of their time outside of their office or home office engaged in selling, including travel as needed to make a sale.

Responsibilities

Assist Customers, Sales, Partners & Distributors directly by phone & email with Security & Support (FortiGuard & FortiCare) license Renewals for both current and expired contracts
Support and assist Customers, Sales, Partners & Distributors with full Renewal Sales cycle including: Generating install base asset reports via the Renewal Tracking System, generate quotes, assist with re-quoting, create proactive upsell quotes, enforce management of Salesforce Renewal opportunities to assigned Sales Reps, assist with product refresh/upsell data & tracking, Trading up, ELA/ESA data support (Enterprise Agreements), EOS/EOL data (End of Support), RMA troubleshooting, general Renewal expertise knowledge share etc.
Manage inbound renewal email alias to vet and complete requests within allotted SLAs
Manage inbound Renewal inquiries via Lead record & inbound Renewal calls to corporate phone line
Utilize Salesforce CRM, Renewal Tracking System, and FreshDesk Ticketing system daily along with all necessary applications to manage and optimize sales of Renewal opportunities
Train new hire Sales reps on Renewal process & best practices on an as needed basis
Cross functional/in person interaction on premises with HQ teams such as- Product Marketing, Finance, IT, Order Management, Customer Support, Enterprise Agreement team, Pricing, Marketing & Sales to ensure alignment on renewal processes
Prioritize workload in order to meet all KPIs, goals and objectives. Staying proactive and productive throughout day on daily tasks and updating renewal opportunities
Meet Daily/Weekly SLAs & maintain high Customer Satisfaction ratings
Quota carrying position tied to territory Renewal goals