Customer Success Global Expansion Specialist

Customer Success Global Expansion Specialist

The CS Global Expansion Specialist will be responsible for managing the end-to-end administrative process of upselling and expansion opportunities within the Customer Success organization.

This role ensures operational excellence, accuracy, and agility in handling commercial proposals, approvals, and financial flows, enabling seamless execution and revenue recognition.

Key Responsibilities


* Backlog Audit: Validate all upsell opportunities and work with CS leaders to keep it up to date.


* Master the offer creation process, including pricing, necessary approvals, and the logistical/financial flow.


* Establish a review cadence for the pipeline and ensure compliance with defined Proposal Issuance SLAs.


* Document and standardize the end-to-end expansion process for clarity and efficiency.


* Establish regular check-ins with Customer Success Managers to review the status of open opportunities.


* Manage the entire administrative process for expansion opportunities (upselling), ensuring accuracy and timeliness.


* Organize effort estimations and take responsibility for preparing commercial proposals and quotes, ensuring agility and accuracy in values/products.


* Track the arrival of external purchase orders (OG), issuance of internal purchase orders (IG), and connection with Billing and Delivery teams.


* Ensure proper documentation and approvals for process and contracts.


* Prepare internal and external quotes with precision and compliance.


* Support negotiations and follow-up with CSMs and Countries


* Monitor delivery, invoicing, and revenue recognition to guarantee timely completion.

Qualifications


* Education: Bachelor's degree in Business Administration, Finance, or related field.


* Proven experience in sales operations, commercial back-office, or Customer Success expansion processes within SaaS or technology environments.


* Strong understanding of pricing, quoting, and approval workflows.


* Experience with CRM systems and familiarity with financial and billing processes.


* Excellent organizational skills and attention to detail to manage complex administrative flows.


* Strong communication and collaboration skills to work with cross-functional teams.


* Fluent in English (written and spoken) to collaborate effectively with global stakeholders.

What we offer:


* Hybrid working model (WFH or Office) & flexible working hours


* 24+ days of annual leave


* International team with the possibility for training & upskilling


* Gym & sports activities


* Learning & Development for each employee (including internal platforms & additional budget)


* Having a chance to be mentored by any worldwide expert inside Schneider Electric


* The financial, legal, and psychological assistance program


* Private health insurance


* Summer recharge program during July and August


* Lunch i...