Retention advisor – Business cloud
Listed on 2026-02-06
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Sales
Sales Development Rep/SDR, Sales Representative, Customer Success Mgr./ CSM, Business Development
Overview
At Sage, our Retention Advisors are responsible for managing all contract renewals within our existing customer base. Your contributions will have a direct impact on the organisation’s bottom line by driving customer retention, facilitating migrations, and achieving or exceeding renewal and migration revenue targets for annual customers. Success in this role depends on strong collaboration both across internal business units and externally with customers and Sage Business Partners.
This is a hybrid role requiring a minimum of three days per week on-site.
The ideal candidate will have 2 - 5 years of outbound sales experience, preferably in a call centre or customer-facing role within the software technology sector. A demonstrated history of consistently meeting sales targets, along with proficiency in Salesforce or other CRM systems, is essential. Success in this role requires excellent communication, negotiation, and organisational skills. Join us and become part of a dynamic, collaborative environment where your contributions drive our continued growth and success.
Key Responsibilities- On a daily basis, contact customers telephonically to champion migration from our desktop to cloud products by providing value selling and achieving respective revenue and unit targets.
- Drive sales appropriate campaigns into the customer base to effectively increase retention.
- Maintain productivity targets including outbound and inbound calls respectively.
- Starting off in the role will see you being upskilled and trained on the features, benefits, and applications of our products/services.
- Continuously participate in training sessions and workshops to enhance product knowledge, sales techniques, and understanding of Salesforce, Net Admin and Accpac functionalities.
- Initially, you will work onsite every day. However, based on the targets you achieve, you may transition to working onsite 3 days a week, with Monday to Wednesdays being the mandatory days.
- You will join a team of 7 Retention Advisors, and will work closely with other Retentions Teams and colleagues across the business in supporting our overall efforts to retain our customer base.
- You will report to a Sales Retentions Manager who has a successful track record of growth within our business.
- 2 – 5 years’ experience in a similar role, with a proven track record of meeting or exceeding sales targets.
- Experience in a B2B sales environment, knowledge of Software Sales and understanding of customer needs and pain points as well as a good understanding of the Sage Business Cloud product offering will ensure you stand out from other candidates.
- Competitive base salary with a performance based bonus structure
- Ongoing training and professional development opportunities
- Paid 5 days yearly to volunteer through our Sage Foundation
- Flexible work patterns and hybrid working
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