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SWYFT Solutions · 1 day ago

Account Specialist

Grand Rapids Metro

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $55K/yr

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.

E-LearningEducationMechanical DesignSoftwareTraining

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

Qualification

CRM tools experienceCustomer-facing environmentSubscription-based businessEmail sequences managementAttention to detailOrganizedProactiveSoftware exposureLicensing workflowsCustomer testimonials gatheringCommunication skills