Retention Advisor- Accounting & Payroll

Job Description At Sage, our Retention Advisors are responsible for managing all contract renewals within our existing customer base. This hybrid, office-based role requires you to work on-site three days per week. 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.

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

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On a daily basis, contact customers telephonically, to provide value selling and achieve respective revenue and unit targets.

Drive sales appropriate campaigns into customer base to effectively increase retention.

Maintain productivity targets including outbound and inbound calls respectively.

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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, NetAdmin 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.

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You will join a team of 6 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.

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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 Accounting and Sage Payroll product offerings will ensure you stand out from other candidates.

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If you are someone who enjoys the exhilarating nature of a sales environment, this role will keep you engaged, challenged and motivated, while writing your own pay cheque. There are no boundaries to what you can achieve. Be ready to break down barriers so that you, our organisation and our customers can thrive.

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