Renewals Operations Specialist

Duties:

Job Title:

Renewal Operations Specialist - SSO (Subscription Services Operations)

Work Location:

100% onsite at the Santa Clara, CA office

Work Schedule:

Full Time – Monday-Friday

Overtime is not expected but could be possible based upon business needs and will occur only when requested and approved by manager

Travel Requirements:

None

Job Description:

The Renewal Operations Specialist is a key individual contributor on the Renewal team that consistently delivers market leading retention rates and more. The Renewal team is a culmination of individuals who are passionate about customer loyalty committed to bringing the right people together with the intention of securing and growing our revenue.

This role will be focused on ensuring the new deals that build from the installed base are being quoted accurately with the intent to align expiration dates and streamline the renewal process; inclusive of what was originally purchased to align with Finance expectations. This individual will assist the Renewal team review, revise, report, and upgrade opportunities that impact the installed base and build algorithms with our Business Intelligence Team. The importance of building SOX compliance processes and a solid reporting structure to our business is a key initiative as we look to the future, and you would be integral in making this happen.

Your ability to drive business process, manage heavy transaction workloads with a keen attention to detail will enable the team to secure more revenue prior to the maintenance expiration date ultimately removing the risk of reducing the contract value. Focusing on accuracy upfront will allow for predictability as we look to secure the renewals.

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 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

Education:

Bachelor's degree preferred

Skills:

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.

Education:

• Local Candidates only – 100% onsite at the Santa Clara, CA office (typically 8AM-5PM but can be flexible with manager approval)
• Headcount Needed: 2
• Initial Assignment Length: 6 months , possibility of extension depending on performance and team fit
• 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 renewals 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

Have sales support/operations experience

Should be comfortable in an ambiguous environment – change is constant, and the candidate should have a high level of adaptability for that change

Skilled in cross-functional communication