Engage customers early to define strategic business outcomes and build a tailored Software Success Plan aligning licensing, cloud adoption, roadmaps, and modernization initiatives.
Drive customers through the LAER framework (Land, Adopt, Expand, Renew) to ensure continuous value realization and support account growth strategies.
Conduct proactive touchpoints according to each customers needs to evaluate health, usage, optimization opportunities, and potential risks across software and cloud subscriptions.
Facilitate business reviews and workshops as needed to ensure customers stay on track with adoption plans, renewal milestones, and strategic objectives.
Serve as a subject matter expert in software licensing, subscription models, cloud entitlements, and publisher programs across Microsoft, Adobe, AWS, Google, and other SAM focus vendors.
Evaluate customer environments, product usage, and contract structures to provide clear options for optimization, cost control, and modernization.
Provide solution-oriented guidance that bridges licensing with the broader technology ecosystem (cloud, security, workplace, data platforms, managed services).
Support customers through software lifecycle events including onboarding, rightsizing, renewals, migrations, and product transitions.
Proactively manage assigned renewals, initiating engagement 90+ days before expiration to align options with customer goals.
Partner with AMs to position value-driven renewal paths, identify upsell/cross-sell opportunities, and mitigate risks in advance.
Maintain deep understanding of publisher program updates, product terms, and compliance requirements to help customers stay informed and make confident decisions.
Work collaboratively with regional Account Managers as the go-to resource for software and cloud advisory, helping qualify, design, and close opportunities.
Identify and advance opportunities for assessments, cloud migration services, modernization initiatives, managed services adoption, and strategic vendor programs.
Cosell with AMs and Field Sellers to accelerate net-new customer acquisitions and expansion within existing accounts.
Support deal structuring through pricing analysis, licensing design, and optimization recommendations.
Maintain accurate documentation of activities, opportunities, success plans, and customer interactions within internal systems.
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