- How to rapidly develop credible expertise across multiple enterprise software products
- How to distinguish and present a product based on business value instead of feature lists or price reductions
- How to apply AI to opportunity preparation, customer communication prioritization, and output quality improvement
- A standardized, repeatable renewals methodology applicable to any enterprise sales context
Description
Traditional enterprise renewal roles typically confine you to a single product and a single quota. This position breaks that mold. You'll engage with a full portfolio of enterprise software products — mastering each one sufficiently to articulate its value to key decision-makers — and in doing so, you'll condense years of sales experience into a matter of months.
Trilogy doesn't measure success by counting closed deals or tallying lost customers. We evaluate the caliber of your work: the thoroughness of your renewal preparation, the clarity with which customers understand their choices, and whether your correspondence genuinely advances the renewal process. Your compensation is fixed, not tied to commission. Discounting is off the table — pricing decisions are not within your remit. Your responsibility is to clearly demonstrate value.
You'll manage renewal discussions and customer communications for enterprise accounts, present AI capabilities, Platinum, and Prime offerings, and direct customers through our Self-Serve Portal. AI plays a functional role in your daily work — not just rhetoric: you'll leverage it to prepare for opportunities, organize your inbox priorities, and refine every customer email.
If you're seeking to perfect a structured, high-caliber sales methodology rather than chase a quota, submit your application now.
What you will be doing
- Conducting renewal sales discussions with enterprise customers — drawing on Salesforce opportunity data and AI-generated summaries from current and past renewals, establishing the agenda, adhering to the call script and quality standards, and concluding with a mutually agreed next step
- Articulating the business value of AI features, Platinum, and Prime, or directing customers to the Self-Serve Portal where they can review content independently
- Drafting customer emails that progress the renewal — concise, precise, compliant with playbook and templates, and enhanced by AI
- Executing the full Renewals Cadence and maintaining Salesforce opportunity records with sufficient clarity that anyone can assess renewal status at a glance
- Submitting internal action requests — for quotes, invoices, legal matters, support, or escalations — ensuring customers never need to follow up on commitments you've made
What you will NOT be doing
- Prospecting for new business or generating fresh leads
- Engaging in price negotiations or offering discounts to secure signatures
- Conducting courtesy calls, relationship-building sessions, or satisfaction check-ins
Key responsibilities
Take full ownership of the quality of every renewal interaction and customer email associated with your accounts: calls must be well-prepared, customer options clearly communicated, outcomes actionable, and Salesforce records accurate. Your performance is measured against the renewal call quality standard and the AI Opp Cadence Checker report — not against a revenue goal.
Candidate requirements
- 4+ years of experience in a CSM or account management role at a software/SaaS/Cloud products company serving Enterprise clients
- Experience managing the entire renewal cycle — client engagement, value proposition, negotiation, managing paper process, and closing deals worth $100K+
- Full professional fluency in written and spoken English
- Experience using AI tools in a professional setting
- Must be able to work during U.S. business hours
Nice to have
- Proven history renewing complex, high-value B2B software (SaaS and on-prem) and related services with large enterprises
- Experience managing multiple products across varied verticals or business units
- Ability to sell value-added services and premium tiers based on business impact rather than pricing
- Practical experience using ChatGPT or Claude to enhance the quality and efficiency of customer-facing deliverables
Meet the hiring manager
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How it works
Applying for a role? Here’s what to expect.
Crossover's skill assessment process combines innovative AI power with decades of human research, to take the guesswork, human bias, and pointless filters out of recruiting high-performing teams.
STEP 1
Chat-style screening interview.
STEP 2
Cognitive aptitude test.
STEP 3
Prove real-world job skills.
STEP 4
Interview with the hiring manager.
STEP 5
Pass proctored test.
STEP 6
Accept job offer.
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