About the Risk Mitigation and Churn Management Overview for Sales training

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.

Product alignment

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.

Learning prerequisites 

• 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 

Audience

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 

Agenda 

1. Risk Monitoring & Reporting Overview 

2. SFDC Fields and Reporting Criteria 

3. Roles & Responsibilities by Geo 

4. Red Account Documentation 

5. FAQs and Common Scenarios 

6. Learning Resources 

7. Knowledge Check 

Learning objectives

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