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About the Role
The Lifecycle Advisor serves as a trusted advisor and account manager, providing subject matter expertise in commercial programs, contracts, subscriptions, agreements, and related business processes. This role owns the end-to-end management of the customer contract lifecycle, ensuring accurate, timely, and compliant execution of contractual and financial events while supporting long-term customer retention and satisfaction.
Responsibilities
- Serve as the account manager and trusted advisor for contractual, subscription, and commercial matters across assigned customers.
- Act as the subject matter expert on customer agreements, purchasing programs, subscription models, contract structures, amendments, and renewals.
- Assist Customer Success Managers with end-to-end management of the customer lifecycle, from onboarding through renewal and expansion opportunities.
- Project manage customer financial and contractual events, including renewals, anniversaries, consumption reviews, amendments, upgrades, downgrades, and transitions.
- Ensure accurate, timely, and compliant execution of contracts, pricing, ordering, invoicing, and entitlement activities.
- Proactively plan and execute retention and renewal strategies to support long-term customer success and continuity.
- Partner closely with sales, operations, finance, customer success, and external stakeholders to align execution with customer and business objectives.
- Provide customers with guidance regarding contractual obligations, entitlements, program requirements, and financial impacts.
- Identify and mitigate contractual, financial, operational, and compliance risks throughout the customer lifecycle.
- Maintain high standards of operational excellence and data accuracy across customer, contract, and lifecycle records.
- Build strong, long-term customer relationships through transparency, accountability, and consistent service delivery.
- Support customer growth and satisfaction by ensuring a seamless and well-managed experience throughout the lifecycle of agreements and services.
- Continuously develop knowledge of industry trends, technologies, services, and commercial programs relevant to customer needs.
Requirements
- Advanced proficiency with business productivity applications, including Word, Excel, PowerPoint, Outlook, collaboration platforms, and CRM systems.
- Ability to manage contract lifecycles, renewals, subscription programs, and customer account activities.
- Knowledge of contract management, commercial agreements, pricing structures, and customer renewal processes.
- Strong analytical and reporting skills with the ability to interpret customer, financial, and operational data.
- Experience using CRM, ERP, contract management, and business intelligence tools.
- Ability to manage multiple projects and customer engagements simultaneously while maintaining accuracy and compliance.
- Strong customer relationship management and stakeholder engagement skills.
- Ability to communicate contractual and business concepts to both technical and non-technical audiences.
- Synthesizes complex contractual, financial, and operational data; identifies risks, trends, and opportunities; and translates insights into actionable recommendations for customers and internal stakeholders.
- Operates as a trusted advisor by providing objective, customer-focused guidance tailored to customer needs, business objectives, and contractual requirements.
- Maintains a high level of precision when reviewing contracts, pricing, entitlements, financial records, and transactional data to ensure quality and compliance.
- Communicates complex concepts clearly and effectively to customers, sales teams, operational teams, and leadership, adapting messaging to the audience and business context.
- Anticipates customer needs, upcoming lifecycle events, risks, and opportunities; takes initiative to drive outcomes and prevent issues before they occur.
- Advocates for the customer while balancing business objectives, compliance requirements, and operational standards to deliver long-term value and strengthen customer relationships.
- Effectively manages multiple customer engagements, contractual events, and deadlines while maintaining quality, responsiveness, and attention to detail.
- Responds effectively to changing business requirements, program updates, technologies, and customer needs while continuously expanding knowledge and expertise.
- Works effectively across sales, customer success, finance, operations, and external partners to deliver aligned, seamless customer outcomes.
- Ensures all customer interactions, decisions, assumptions, and outcomes are thoroughly documented to support compliance, transparency, and operational consistency.
Skills
- Contract Management
- Customer Success
- Project Management
- Vendor Management
- Licensing Programs
- CRM
- ERP
- Subscription Management
- Contract Lifecycle Management (CLM)
- Customer Success Platforms
- Technology
- Cloud Services
- Software Licensing
- Commercial Program Management
- Negotiation
- Business Operations
- Account Management
Education Level
- Bachelor's degree in Business Administration, Finance, Accounting, Supply Chain Management, Information Technology, Sales, Marketing, or a related field required.
- Equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
- Master's degree in Business Administration (MBA), Finance, Management, or a related discipline preferred.
- Certifications in Contract Management, Customer Success, Project Management, Vendor Management, or Licensing Programs preferred.
- Experience with CRM, ERP, subscription management, contract lifecycle management (CLM), or customer success platforms preferred.
- Industry-specific certifications related to technology, cloud services, software licensing, or commercial program management preferred.
- Continuing education or professional development coursework in customer lifecycle management, negotiation, business operations, or account management preferred.
Salary/Compensations
- $65,000 - $125,000
Benefits
- Medical
- Vision
- Dental
- 401K
- Flexible spending
About the Company
- Since 1989, SHI International Corp. has helped organizations change the world through technology.
- We’ve grown every year since, and today we’re proud to be a $16 billion global provider of IT solutions and services.
- Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next.
- The heartbeat of SHI is our employees – all 7,000 of them.
- Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.
- Continuous professional growth and leadership opportunities.
- Health, wellness, and financial benefits to offer peace of mind to you and your family.
- World-class facilities and the technology you need to thrive – in our offices or yours.
Equal Opportunity
- Equal Employment Opportunity – M/F/Disability/Protected Veteran Status