Ross Wehner Email & Phone Number

Milwaukee, Wi, Us

Los Gatos, California, Us

As the Director of Renewal Management at UserTesting, I lead a dedicated team focused on maximizing customer retention, reducing churn, and driving growth through strategic renewals. I collaborate cross-functionally with Sales, Customer Success, and Product teams to create proactive strategies that ensure long-term partnerships and align with customer needs. By leveraging data-driven insights, I optimize renewal processes and help deliver impactful outcomes that fuel customer success and business expansion.

Los Gatos, California, Us

Milwaukee, Wi, Us

Define the customer journey and sales playbook for over $100M in renewals.Accountable for key sales targets such as: retention rate, renewal rate, on-time renewals, mulit-year contract upsells, etc.Define weekly sales activity targets for renewal specialists and hold team members accountable to results.Develop process for Renewal Specialists to identify and hand off cross-sell opportunities to Account Executives.Provide guidance on renewal strategy to maximize value based renewal pricing.Define and direct strategies to migrate customers on month-to-month contracts to annual contracts.Work closely with Finance and Legal teams to ensure all contracts are accurate and in-line with corporate policies.Prepare weekly / monthly reports outlining renewal performance for Customer Success and Sales Leadership.Manage a renewal pipeline and forecast renewal rates on a monthly and quarterly cadence.Analyzing customer renewal data and current renewal agreements to determine retention and upsell strategy.Hire and on-board renewal specialists to support team goals.Work with Customer Success and Sales Enablement to maximize use of critical sales systems such as Salesforce, Gong, Gainsight, etc.Coach renewal specialists on how to handle escalations relating to contract questions, negotiations, and cancellation requests.

Milwaukee, Wi, Us

95% to quotaIncreased retention by 5% in territory

Boston, Ma, Us

(Runzheimer merged with Motus)• Maintain and grow revenue base for my book of business by managing account retention, expansion, and renewal, and by driving up-sells for new products• Serve as the primary point of contact for a book of business and continually delight customers with a positive, customer-centric attitude• Consult with customers on new features and product offerings to drive up-sell revenue• Develop strong relationships with customers and serve as their strategic partner• Provide education and coaching to drive product adoption and maximize product value for customers• Identify successful customers and turn them into advocates, measured by participation in reference calls, case studies, webinars, and events• Serve as a customer advocate while capturing customer feedback and reporting requests to Product and Engineering• Improve customer experiences by identifying process improvements, bugs and potential system enhancements• Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes• Think creatively to solve customer problems

Waterford, Wi, Us

•Act as the sole responsible party for the client administrator relationship.•Preserve the assigned client base and revenues associated with current account base. •Enhance client relationships by identifying additional product and service needs•Advocate for the interests of the client by analyzing their existing situation and presenting program options, trend analysis, financial impacts, and identifiable risks.•Ensure expectations for service delivery is met. Manage and deliver a professional and satisfying experience to clients in all methods of interaction.•Communicate trends, observations, concerns and best practices to peers, management and product management as appropriate.•Insure all administrative contacts and driver participates are trained appropriately and utilizing the solutions appropriately. •Accurate forecasting and commitment of renewal and new business on a weekly basis. •Help set expectations for future revenue.•Lead process improvements and systems in order to yield increased efficiency and effectiveness. •Coordinate and management business processes between and among internal clients and customers (finance, production, customer support, etc.)

Waterford, Wi, Us

•Assist in hiring processes including recruitment, interview and testing.•Develop and implement a proactive communication plan. Create and deliver professionally written participant communications. Collaborate with internal support teams to coordinate and deliver planned participant management communications in support of the varied Business Vehicle products and service offerings.•Design, implement, and report on a plan to meet client objectives, including one to increase plan compliance for each assigned account.•Support sales efforts by representing and consulting with customers and prospective customers regarding Runzheimer services.•Collaborate effectively, specifically with implementation and front end sales efforts to define the scope of services for on-boarding new clients.•Utilize a case-management approach to planning work and defining processes for each customer.•Provide expert advice and counsel to customer base relative to program administration, financial impact, and industry standards.•Know the customer’s culture and business. Represent Business Vehicle products and systems; know how they are used at customer’s sites. Using shared processes and systems, establish partnerships by working effectively with customers.•Create and deliver professional presentations to clients at C-level. Create and deliver training for new participants and Limited Administrators on the program. •Utilize information available to Plan Administrators to create professional reports that confirm/summarize plan activity and/or add value by serving as the basis for plan recommendations.•Receive and process participant information required for reimbursement report adjustments. Oversee the report to payment process, ensure that deadlines are met and accurate information is delivered.•Travel to visit client’s site as needed

Waterford, Wi, Us

•Prepared professional business forecasts for clients and Account Managers. •Completed detailed internal maintenance on high-valued accounts. •Developed, maintained, and strengthened professional relationships with internal and external clients.•Answered and solved client end user questions.

Atlanta, Ga, Us

•Part-time job while in college •Sorted over 6,000 packages per night in a fast paced environment. •Promoted by management from a loader position into a skilled worker position by passing skills test in the memorization of hundreds of zip codes. •Selected to serve on the Combined Employee Retention Committee that was responsible for meeting new employees and generate employee retention through programs and incentives.

Bachelor Of Arts (B.A.), Majors: Psychology, Sociology, And History

Education record