Customer Advocate jobs in United States
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Aptean · 3 hours ago

Customer Advocate

Aptean is a global provider of mission-critical, industry-specific software solutions. The Customer Advocate serves as the primary relationship owner for an assigned portfolio of customers, managing the full renewal and payment lifecycle across all products and services.

Developer PlatformEnterprise Resource Planning (ERP)Enterprise SoftwareSoftware

Responsibilities

Serve as the primary point of contact for assigned customers throughout the renewal lifecycle
Conduct renewal conversations with business and financial contacts, ensuring alignment on value and outcomes
Prepare renewal contracts and order forms, ensuring accuracy in pricing, uplift, and co-terminations
Frame the customer’s value story and address barriers to renewal through proactive, data-informed communication
Coordinate with Finance, Legal, and Operations as needed to resolve system or billing issues
Oversee invoicing, payment follow-up, and resolution of any open accounts
Manage asset accuracy, billing corrections, and record-keeping for renewal and payment history
Identify on-premises customers who may benefit from SaaS migration and partner with Account Managers on that motion
Consult Salesforce, support case history, payment history, and customer temperament before initiating any renewal
Use AI assistants and digital tools to automate administrative tasks, identify risk signals, and deliver insights that improve customer experience
Collect CSAT/CES feedback post-renewal and act on insights to improve process ease and quality

Qualification

Customer success experienceCommunication skillsNegotiation skillsSalesforce knowledgeContract management experienceBilling systems experienceProcess ownershipInterest in AIAttention to detail

Required

1+ years of experience in customer success, renewals, or finance operations within a SaaS or software company preferred
Strong communication and negotiation skills; ability to manage business and finance-level conversations
Interest in working alongside AI and automation to drive efficiency and scalability
High attention to detail, accountability for results, and comfort with process ownership

Preferred

Working knowledge of Salesforce or similar CRM
Experience with contract management and billing systems
Understanding of both on-premises maintenance and SaaS subscription models, including the nuances of messaging and negotiation

Benefits

Competitive pay
Robust benefit plans
Opportunity to grow your career in a fast-paced, flexible and casual environment
Outstanding opportunity for career development and growth

Company

Aptean provides enterprise software solutions to the process manufacturing, distribution, and financial services industries.

Funding

Current Stage
Public Company
Total Funding
$2.16B
Key Investors
Clearlake Capital GroupCharlesbank Capital PartnersThoma Bravo
2024-07-01Private Equity
2024-01-31Debt Financing· $2.11B
2022-10-10Secondary Market

Leadership Team

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TVN Reddy
Chief Executive Officer
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Jenny Peng
Chief Technology Officer
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Company data provided by crunchbase