This training provides a practical and structured approach to identifying, reporting, and mitigating risks in renewal opportunities. It equips you with the tools and processes needed to protect revenue, drive accountability, and support predictable forecasting through cross-functional collaboration.
This training supports UiPath’s go-to-market strategy by reinforcing consistent risk management practices across geographies. It ensures alignment with the sales execution framework, enhances forecast accuracy, and contributes to quota predictability. The course leverages tools like SFDC and the Quip Red Account Document to drive action on at-risk renewals.
Basic familiarity with SFDC
Understanding of account team roles (AE, RS, CSM)
Awareness of renewal and forecasting processes
Optional: Prior experience with Quip Red Account documentation
This course is intended for:
Account Executives (AE)
Renewal Specialists (RS)
Customer Success Managers (CSM)
Sales and Revenue Operations
Anyone involved in renewal forecasting and account planning
Risk Monitoring & Reporting Overview
SFDC Fields and Reporting Criteria
Roles & Responsibilities by Geo
Red Account Documentation
FAQs and Common Scenarios
Learning Resources
Knowledge Check
By the end of this training, learners will be able to:
Identify and report renewal risk accurately in SFDC
Use key fields like Risk Root Cause and Mitigation Approach
Understand review cadences and ownership models
Collaborate across functions to mitigate churn
Access ongoing resources and job aids for support
Confidently apply best practices to protect at-risk revenue