Tray AI

Account Partner

Remote US

Sponsorship not specifiedDetected 28 days ago

Data AnalysisSalesforceCRMSalesAccount ManagementNegotiationContract ManagementCustomer SuccessCiscoCommunicationCollaboration

About the role

Manage quoting, order forms, and document execution for renewals, expansions, and contract modifications.
Build and maintain pricing illustration sheets to support deal strategy.
Review and manage the Tray organisation lifecycle for your accounts, including provisioning, deprovisioning, and add-on management.
Provide pricing strategy and operational support for in-flight deals alongside the AE team.
Coordinate with Tray legal counsel to manage redlines and ensure alignment on contract terms.
Maintain transparency by communicating in our internal Slack channel.
We unify AI agent building (Merlin Agent Builder), MCP governance (Agent Gateway), integration across 700+ apps, and automation on a single platform - so enterprises can stop wrangling AI and start orchestrating it.
Our customers ship their first agent or integration in under a week, deliver integrations 10x faster than legacy iPaaS, and see 60%+ cost reduction when consolidating onto Tray.
We are seeking a skilled and customer-focused Account Partner to join our Deal Operations team.
You will be paired with one or more Account Executives and own a book of business from a renewals and deal execution perspective, ensuring 100% on-time renewals and accurate forecasting.

2+ years of experience in account management, deal operations, renewals management, or a similar customer-facing operational role within a SaaS environment.
Strong contract negotiation skills and a solid understanding of SaaS pricing models, entitlements, and renewal mechanics.
Proficient with CRM systems (Salesforce preferred), CPQ tools, and contract management platforms (e.g. DocuSign).
Proven proficiency in spreadsheet modelling and data analysis
Exceptional attention to detail, particularly in deal structuring, data accuracy, and financial calculations (e.g. pro-rata pricing, co-termed agreements).
An out-of-the-box thinker with a builder mindset.
Experience with iPaaS platforms like Tray.ai http://Tray.ai, or knowledge of coding and automation tools to streamline operations, is a strong plus.
Fluent and proactive in the use of AI tooling (e.g. Claude suite) to accelerate workflows, improve accuracy, and maximise time spent on high-value activities.

Ensure CRM data accuracy: correct churn, run-rate upsell, customer health scores, and opportunity data based on your customer interactions.

Own the end-to-end renewal process for your assigned accounts: prepare renewal packs, contact customers 90+ days before expiry, and drive renewals to on-time close.
Act as a primary point of contact for non-sales customer queries, including billing, contract, and product questions, directing customers to the right resources.
Meet directly with customers on routine renewal conversations, keeping Account Executives focused on strategic selling.

This listing is sourced directly from Tray AI's careers page and normalized into a canonical job model.