Renewals Operations Specialist

1 week ago

Santa Clara, CA, United States Tech Providers Full time
Renewals Operations Specialist
Initial Length: 6 months with possibility of extension depending on performance and business need
100% onsite at the Santa Clara, CA office (typically 8AM-5PM but can be flexible with manager approval)

Notes:
  • Need to have Salesforce experience/background - must have created/built quotes in SFDC (CPQ - Configure, Price, Quote).
  • This is a subscriptions operations role that support the Sales Representatives of the team - will primarily work with this group to build out quotes for renewals or any other services as required.
  • More back-office personnel: analyzing data, looking at contractual information, aligning data in the system and then passing the quotations to the front office, the Subscription Services Representatives (SSRs).
  • Validate quotes, as accurate as possible before getting them over to the SSRs.
  • Be able to support the team for efficient, consistent and effective renewals management.
  • Ability to uncover roadblocks to ensure on-time renewals; able to provide clarity to the Sales team regarding quotes.
  • This role functions as support to the renewal's sales team - key roles are to ensure that the new deals are being quoted accurately with the intent to align expiration dates and streamline the renewal process and to assist the Renewal team review, revise, report, and upgrade opportunities that impact the installed base.
  • Excel, Google Suite experience preferred
  • Have knowledge of renewals and support contracts and subscriptions not required but preferred - higher chance of success

Responsibilities:
  • Accountable for reviewing and checking accuracy with upgrades executed by the field and Inside Account teams
  • Work closely with Renewal, Sales and Finance teams to get upgrades to co-term to existing renewal dates
  • Responsible for assisting the team with verifying pricing and data to ensure accuracy in Pure internal tools
  • Fulfills installed base requests for field
  • Accountable for data related projects that help improve the Renewal reporting
  • Builds Renewal opportunities in SalesForce with corresponding quotes

Experience:
  • 2+ years' experience in sales operations and or contract administration
  • Solid Salesforce aptitude
  • Ability to organize and prioritize activities
  • Strong oral and written communication skills
  • Organizational and follow up skills, problem solving and analytical skills
  • Inventory/installed base management experience is a plus
  • Ability to take initiative, work flexibly, and adhere to priorities with minimal direct supervision.

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