Responsibilities
- Support the Renewal Lifecycle: Coordinate the operational execution of the renewal process, ensuring opportunities are prepared accurately and progress smoothly from planning through to signature.
- Prepare Commercial Readiness: Conduct account research, summarize customer business updates, document stakeholder hierarchies, and prepare renewal briefings to support customer conversations.
- Manage Renewal Documentation: Create and maintain digital deal rooms, organize renewal assets, and ensure customer facing materials are complete and up to date.
- Coordinate Quotes and Contracts: Partner with Deal Desk to generate quotes, manage CPQ requests, track approvals, and ensure pricing and contract information is accurate.
- Maintain CRM Excellence: Own Salesforce hygiene by updating opportunity data, contacts, renewal dates, contract information, and forecasting fields to support accurate reporting.
- Coordinate Cross-Functional Execution: Work closely with Customer Success, Renewals Managers, Finance, Legal, Revenue Operations, and Deal Desk to proactively remove operational blockers.
- Support Forecasting and Reporting: Maintain renewal trackers, monitor milestones, and provide timely updates to ensure forecast accuracy and renewal visibility.
- Resolve Operational Issues: Coordinate billing, contracting, and process-related queries, escalating issues to the appropriate teams and tracking them through to resolution.
- Drive Continuous Improvement: Identify opportunities to simplify renewal processes, improve documentation, automate repetitive tasks, and leverage AI to increase team productivity.
Required Qualification
- 2+ years of experience in Revenue Operations, Sales Operations, Renewals, Customer Success Operations, Deal Desk, or a related operational role within a B2B SaaS environment.
- Highly organized with exceptional attention to detail and the ability to manage multiple renewal activities simultaneously.
- Experience working with CRM platforms such as Salesforce and familiarity with CPQ, contract management, or subscription management tools.
- Strong analytical and research skills, with the ability to gather customer intelligence and prepare actionable commercial insights.
- Excellent project coordination and stakeholder management skills, with experience working across Sales, Customer Success, Finance, Legal, Revenue Operations, and Deal Desk.
- Strong written communication skills with experience preparing customer-facing documentation, executive summaries, and commercial materials.
- Process-oriented with a passion for operational excellence, continuous improvement, and leveraging technology to improve efficiency.
- Self-motivated, collaborative, and comfortable working in a fast-paced, high-growth environment supporting a distributed global team.
To help our recruiting team review the applications we receive, we use third-party AI-assisted tools as one input during early screening. To reduce the risk of bias, identifying details - including your name and information that could indicate age, race, gender, or disability - are removed before your resume is analyzed. This tool supports our recruiters; it does not replace them. Our team independently reviews applications, no candidate is rejected solely on the basis of the tool's output, and all hiring decisions are made by people. You may ask for your application to be reviewed without AI-assisted tools, and you may request a reasonable accommodation at any time. To do either, or to ask how your personal information is processed, contact [[email protected]]. Making a request will not affect your candidacy.