SWYFT Solutions is a company that ensures customers have uninterrupted access to their SOLIDWORKS and 3DEXPERIENCE solutions. The Account Specialist plays a key role in coordinating renewal activities, managing subscription documentation, and proactively communicating with customers to meet their billing and licensing needs.
Responsibilities
- Prepare, manage, and send renewal paperwork, quotes, and updated subscription details
- Track renewal timelines and follow-up sequences to ensure customers renew before expiration
- Ensure customers have received invoices, understand next steps, and have what they need to maintain software access
- Review renewal data for accuracy, including users, serial numbers, and subscription terms
- Make proactive outreach via phone and email to customers regarding upcoming renewals, questions, and required actions
- Provide clear guidance on subscription logistics, licensing changes, cloud services, and invoice expectations
- Support customers in navigating any administrative steps needed to stay compliant and active on their tools
- Maintain accurate customer records in HubSpot CRM, including activity logs, notes, renewal statuses, and tasks
- Assist Account Executives with gathering customer information needed for orders, renewals, and upgrades
- Identify lapsing, at-risk, or unresponsive accounts and escalate to the appropriate team members
- Own day-to-day activities related to the startup program, ensuring startups have a positive, impactful experience with SWYFT Solutions
- Coordinate onboarding steps for new startup customers, including documentation, account setup, and introductions to the Delivery or Success teams
- Track key milestones for startup customers such as activation, training attendance, and early wins
- Partner with the Startup Program lead to support growth of the program, including communication, reporting, and continuous improvement of the startup experience
- Create and enter customer orders into the Dassault Systèmes ordering portal in alignment with internal processes and standards
- Verify that the correct products, terms, and quantities are reflected on all orders prior to submission
- Ensure order documentation is complete, accurate, and properly stored for internal tracking and audit needs
- Communicate order details and changes to the Delivery and Success teams so that implementation, onboarding, and activation occur smoothly
- Monitor order status and follow up internally and externally as needed until orders are fully processed and delivered
- Work with Sales, Success, and Delivery teams to identify current customers and startups who are achieving success and may be willing to share their stories
- Coordinate and collect testimonials, quotes, and short customer stories that can be repurposed on the website, in case studies, and in sales collateral
- Maintain an organized library of customer quotes and testimonials that can be easily accessed by Sales and Marketing
- Help implement and support the SWYFT Solutions referral program by: Identifying and highlighting customers who are strong advocates
- Asking for referrals in a structured, professional way
- Coordinating referral tracking and basic follow-up tasks in HubSpot
- Create and manage simple marketing drip or nurture sequences in HubSpot to cross-sell and upsell current customers on relevant training, services, and software
- Build and maintain workflows in HubSpot that support renewal outreach, onboarding reminders, training promotion, and referral follow-up
- Segment customer lists in collaboration with Sales and Marketing so that communications are targeted and relevant
- Monitor basic performance metrics for nurture sequences (opens, clicks, responses) and share insights or suggestions for improvement
- Collaborate with the Key Account Manager for handoffs, escalations, and priority customer needs
- Coordinate with Delivery and Success teams to ensure customers receive onboarding, activation support, or licensing help when needed
- Partner with Marketing to share customer stories, testimonials, and referral opportunities
- Participate in Revenue Team huddles, renewal planning sessions, and KPI reviews
Skills
- Strong communication skills (phone and email)
- High attention to detail and ability to manage multiple timelines and workstreams
- Experience with CRM tools (HubSpot preferred)
- Comfort in a fast-paced, customer-facing environment
- Organized, reliable, and proactive in follow-up
- Experience in subscription-based businesses
- Exposure to software, engineering, SaaS, or reseller environments
- Familiarity with licensing workflows, B2B renewals, or order management
- Experience creating or managing basic email sequences, nurture programs, or workflows in a marketing or CRM platform
- Comfort gathering and organizing customer testimonials or success stories
Company Overview
Apply Now