Annuity Lifecycle Specialist

WESTCON GROUP PHILIPPINES; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Westcon-Comstor is seeking an Annuity Lifecycle Specialist in Manila to manage service maintenance renewals, account and opportunity management, and customer negotiations aimed at sales closure against team targets. The role requires regular forecasting data and collaboration across Westcon systems to meet customer requirements.

Key duties include generating quotes in ERP/CRM, closing opportunities, and identifying cross-sell/up-sell opportunities with vendors.

Qualifications

• Customer service experience required.
• Service sales experience desirable.
• Strong negotiation and communication skills.
• Experience with Salesforce, ERP, CRM and MS Office is a plus.
• Knowledge of vendor tools is a plus.

Responsibilities

• Generate and provide customer quotes in ERP, and record and manage quote information in CRM.
• Follow up and close open customer quotes, including reviewing open order reports and liaising with the order support team to close opportunities.
• Identify cross-sell and upsell opportunities, working with the Team Lead or Vendor to promote relevant opportunities.
• Support external sales representatives and the broader sales team as required.
• Generate monthly, weekly and ad-hoc reports, including forecasts, service KPI reporting and renewal information for service contracts.

Skills

CRM

ERP

Negotiation

Sales support

Forecasting

Data analysis

Tools

Salesforce

MS Office

ERP systems

Job description

Vacancy No

VN15122

Job Title

Annuity Lifecycle Specialist

Office Location

PH-Manila

About the Role

As part of the Annuity Lifecycle Team, this role manages service maintenance renewalrequests and is responsible for account and opportunity management, customer negotiation,and sales closure against team targets. The role provides regular forecast data internally andexternally, while using Westcon systems and service processes to respond effectively tocustomer requirements.

Your Key Responsibilities

• Generate and provide customer quotes in ERP, and record and manage quote information in CRM.
• Follow up and close open customer quotes, including reviewing open order reports and liaising with the order support team to close opportunities.
• Identify cross-sell and upsell opportunities, working with the Team Lead or Vendor to promote relevant opportunities.
• Support external sales representatives and the broader sales team as required.
• Generate monthly, weekly and ad-hoc reports, including forecasts, service KPI reporting and renewal information for service contracts.
• Receive vendor reports and cross-reference these with Westcon generated reports, interrogating systems and records to compile complete customer data.
• Handle requests for contract changes, including co-termination, date, ownership or

site changes.

• Manage the service renewal mailbox, responding to queries and escalating new or product refresh opportunities to sales.
• Manage vendor quotes, pricing and special pricing requests, while supporting margin improvement.
• Establish productive vendor relationships, ensure quality customer service, attend

relevant meetings and training, and support ad-hoc projects as requested.

Qualifications / Requirements

Skills & Competencies

• Strong customer relationship management skills, with a focus on delivering best-inclass customer service.
• General knowledge of Westcon product portfolio offerings, networking and communications technology.
• Ability to use standard software, including Microsoft Office applications and database software.
• Ability to calculate and maintain minimum profitability requirements at a transaction level.
• Efficient, organised, accurate and methodical approach, with strong numerical skills and an understanding of data.
• Excellent time management and personal organisation skills, with the ability to deliver to deadlines.
• Team-oriented approach, with initiative to support the wider business, vendors, reseller partners and customers.
• Professional, friendly and positive attitude, with a responsible, adaptable and flexible approach to work.

Qualifications & Experience

• Customer service experience.
• Service sales experience.
• Sales negotiation skills.
• Experience using AP, Salesforce, ERP, CRM, Microsoft Office applications and database software is beneficial.
• Knowledge of vendor tools would be beneficial.

About Us

About Westcon-Comstor Westcon-Comstor (WestconGroup Inc.) is a global technology distributor with worldwide capabilities in Cloud, Global Deployment and Services, and category-leading Security, Unified Communications and Collaboration, Networking and Data Center technology Practices. Combining expert technical and market knowledge with a uniquely collaborative engagement model, the company is transforming technology distribution through its digital and physical products and services delivery.

The company works with its partners to deliver results together through an investment in enablement programs and its associates’ dedication to creating an exceptional partner experience. Westcon and Comstor are the company’s go‑to‑market brands, offering customers a strong portfolio of market‑leading and emerging vendors. With teams in 110 offices in 70-plus countries across six continents, Westcon-Comstor provides services to more than 170 countries.