Account Manager (Renewals/Expansion)
Tracks renewals and drafts expansion proposals for existing customers
The Account Manager looks after existing customers' commercial relationship: the renewal calendar, usage and health signals, renewal notices and expansion proposals drafted from your price book.
A named person approves every renewal quote and term change. Auto-renewal notices follow California's Automatic Renewal Law (B&P §17600+), and the account manager never changes a price, discounts or commits the company to terms.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: reviews renewals due in 90 days and their health scores. Midday: drafts renewal quotes from the price book for approval. Afternoon: calls a customer who asked to review their plan and logs expansion interest. Weekly: renewal forecast to the sales manager.
- ·Maintain the renewal calendar and send required notices
- ·Draft renewal and expansion quotes for approval
- ·Review usage and health with customers who ask
- ·Coordinate with customer success on at-risk accounts
- ·Forecast renewals and expansion
- ●Gross revenue retention
- ●Net revenue retention
- ●Renewals quoted 60+ days before term end
- ●Renewal forecast accuracy
- · Subscription businesses
- · Managed-service providers
- · B2B distributors