T
Account Partner
Tray AIAI Orchestration company
RemoteMid
True Ventures
GGV Capital
Spark Capital
Meritech Capital Partners
Stepstone Group
Canada Pension Plan Investment Board
Sales & Account Management
About the role
TL;DR
Manage customer renewals and contract execution, ensuring on-time closes and data accuracy.
- •Tray.ai is seeking a skilled and customer-focused Account Partner to join their Deal Operations team.
- •This role supports Account Executives with renewals, upsells, and churn, while maintaining data integrity and driving operational consistency across the customer lifecycle.
- •Key Responsibilities Own the end-to-end renewal process for assigned accounts, driving on-time closes.
- •Manage quoting, order forms, and document execution for renewals and contract modifications.
- •Act as a primary point of contact for non-sales customer queries, directing them to the right resources.
- •Ensure CRM data accuracy and manage the Tray organization lifecycle for accounts.
- •Requirements 2+ years of experience in account management, deal operations, or renewals management within a SaaS environment.
- •Strong contract negotiation skills and understanding of SaaS pricing models.
- •Proficient with CRM systems (Salesforce preferred), CPQ tools, and contract management platforms (e.g.
- •Proven proficiency in spreadsheet modeling and data analysis.
- •Exceptional attention to detail and excellent communication skills.
Required skills
Account ManagementSalesforceContract ManagementExcelCustomer Success
Nice-to-have skills
Anthropic API
Domain expertise
developer-toolsaiproductivity
Tech stack
SalesforceExcelSlackAnthropic API
