Who are we?

Whatfix is a leading global B2B SaaS organization and the largest pure-play enterprise digital adoption platform solution provider. 

Utilizing GenAI technology, Whatfix enhances all stages of software deployment with application simulation, product analytics, and digital adoption, driving business outcomes such as increased revenue win rates, cost reduction, risk compliance, enhanced productivity, and improved user experience. 

We have seven offices in the US, India, UK, Germany, Singapore, and Australia, supporting  700+ global customers, including 80+ Fortune 500 companies. Whatfix has raised $265 million to date and is backed by marquee investors, including Softbank, PeakXV, Dragoneer, and Cisco Investments. 

With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards. 

• • • Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

    • The sole vendor named as Customers’ Choice: 2024 Gartner® Voice of the Customer for Digital Adoption Platform Report.  We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a high CSAT of 99.8%

    • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Third Consecutive Year

    • Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023 

    • Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

In this role, you will:

• Oversee and review the renewals and new sales contracts(sales) in the pipeline , ensuring we as an organization maximize the growth benefits through recurring revenue

• Collaborate with Customer success managers, Accounts Manager & Accounts Executive, Finance, Leadership, and Legal teams to facilitate contract negotiation, closure, and achieve targeted business outcomes.

• Act as a bridge between Sales and the Professional Services team for the new contracts, ensuring seamless communication and alignment of project & services objectives.

• Maintain close communication with the CSM and sales team to understand client expectations and requirements, offering tailored solutions and insights accordingly.

• Manage and maintain contract records throughout their lifecycle, including, renewal tracking, and performance management.

• Help the Resource Managers make informed resourcing decisions based on the opportunity pipeline, optimizing team capabilities and project requirements.

• Develop intuitive reports and dashboards, leveraging data to derive insights, monitor progress, and facilitate informed decision-making, providing concise and informative updates to leadership.

• Work collaboratively with diverse teams to identify business problems, develop solutions, streamline operations, implement automations, integrations, and simplify operating processes.

What Will You Bring:

• Demonstrated expertise in CRM software, particularly Salesforce, along with experience in managing projects using tools like JIRA, Zendesk, Smartsheet, Team Gantt, and other project management platforms.

• Proficiency in leveraging these tools to enhance project pipeline management, drive collaboration between teams, and streamline workflows to achieve efficient outcomes.

• Ability to navigate and utilize various software applications efficiently, coupled with a quick learning curve for new tools and technologies.

• Proficiency in numbers and data analysis: Ability to assess and understand data to inform decision-making and strategy development.

• Understanding of compliance requirements and legal nuances, ensuring alignment of contracts with organizational standards and regulations and negotiating terms beneficial to business objectives.

• Excellent analytical and problem-solving skills with strong attention to detail and organizational abilities.

• Exceptional communication and negotiation skills 

• Ability to manage multiple projects and meet deadlines.

• High level of integrity and ability to maintain confidentiality.

What you should have?

• The street smart way to drive

• SaaS company experience

• It is essential to have good English communication skills.

• It would be preferable to have 5 to 8 years' experience in an Operations or similar role. Experience with SaaS and Customer Service is mandatory.

• Hands-on experience with Salesforce or other CRM tools..

• Having experience with reporting tools (such as Looker/Tableau), finance tools, CS/Project Management tools, etc. is beneficial.

• Action-oriented and excellent interpersonal skills

• Collaborative skills across departments.

• Willingness to adapt to the US time zone (3:00 PM to 12:00 AM IST)

Perks & Benefits (India) 

• Best-in-class medical insurance coverage

• Free lunch & dinner buffet 

• Doorstep cab drop facility 

• Education sponsorship 

• Internal job transfer & global mobility programs 

Please Note:

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values like - Customer First; Empathy; Transparency; Fail Fast & Scale Fast; No Hierarchies for Communication; Deep Dive & Innovate; Trust, Do it as you own it; 

• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.