Cleo Offices

Manage and grow an installed customer base through renewals, upsells, cross-sells, and expansion opportunities. Analyze customer usage and contract data to identify whitespace, maintain accurate CRM and forecast records, negotiate renewals, and partner with Customer Success, Support, Professional Services, SDRs, and Solution Consultants. Advise clients on EDI and B2B integration best practices while using AI tools for account analysis, prioritization, outreach, conversation intelligence, and forecasting.

Own the full B2B sales cycle for Cleo Compliance Edition, from prospect research and discovery through demonstrations, proposals, negotiation, closing, forecasting, and customer handoff. Advise vendors and suppliers on EDI compliance, collaborate with internal teams and partners, manage campaigns and accounts, maintain CRM accuracy, and meet pipeline and quota targets. The role requires WebEDI knowledge, AI fluency, strong communication, and 30% travel.

Own strategic customer relationships, account plans, expansion revenue, renewals, negotiations, and executive stakeholder engagement. Lead complex sales cycles, monitor account health, conduct business reviews, maintain CRM and forecasts, and collaborate with Customer Success, Support, Professional Services, SDRs, and Solution Consultants. Apply AI responsibly for account research, opportunity prioritization, communication, pipeline management, and sales productivity. Travel is required approximately 30% of the time.