Deal Management Tasks

Monitor existing customer accounts for signals indicating churn risk — declining engagement, support issues, missed renewals, negative sentiment — and alert the account manager with a prioritised risk list and recommended retention actions.

Generate a tailored proposal from CRM data, attach to deal, and send via email.

Track upcoming contract renewal and signature deadlines in CRM, classify by urgency, send personalised reminder emails to clients, alert the assigned sales rep via Slack, and log all activity back to the CRM.

Monitor existing customer accounts in CRM for signals indicating readiness for upsell or expansion — usage growth, new hires, funding, product engagement — and alert the account manager with a prioritised opportunity list.