Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!
Position Title: RenewalsExecutive
Department: CCO Operations Reports To: Jolanta Popiel
FLSA: Exempt Job Family: General Professional
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Position Summary:
The Renewals Executivesupports Bottomline’s recurring revenue by coordinating customerrenewalsend-to-end-triaging inbound requests, preparing renewal quotes,validatingcontracttermsand pricing and ensuring renewals are closed accurately and on time.
This role partners closely with Customer Success, Sales, Finance, Billing and Sales Operations, and communicates directly with customers and partners to resolve renewal queries, confirm renewal terms, and secure purchase orders.
Operational Environment:
Bottomline’s Renewals Function istransforming to modernize processes, improve data quality, and strengthen forecasting and pricing governance.As not allproduct lines areyet fully migrated into SFDC, the roleoperatesin a hybrid environmentusing SFDC plus operational reporting (including Excel).For certain product lines, requests are managed through a case management process.Team members rotate queue coverage, resolve requests, or route them to the right owners, requiringstrong prioritizationand attention to detail.
Key Responsibilities:
- Manage incoming renewal-related requests through the shared Renewals inbox and case management system
- Review, triage, and respond to requests from customers, partners, and internal teams.
- Communicate directly with customers and partners to resolve renewal-related queries or clarify contract and pricing information.
- Route cases to theappropriate internalstakeholderswherenecessary,whilemaintainingownership of progress and resolution.
- Participate in team rotations responsible for managing the daily case queue and ensuring service levels aremaintained.
Renewal preparation and quoting:
- Prepare renewal quotations for upcoming contract renewals using SFDC opportunities, internal reporting tools, or off-system quoting processes where required.
- Issue renewal quotations to customers and partners and respond to follow-up questionsregardingpricing or renewal value.
- Generate renewal reports andsupportdata extracts for internal teams and external partners.
- Validate renewal values, product entitlements, and pricing structures before issuing renewal quotations.
- Support the progression of renewal opportunities through internalapprovalworkflows and systems.
- Review existing customer agreements to confirm renewal terms, pricing conditions, uplift clauses, and billing structures.
- Identifycontractual provisions thatimpactrenewals, including pricing restrictions or renewal conditions.
- Ensure pricing updates and renewal terms align with contractual agreements and internal pricing governance.
- Escalate contractual or commercial risks whereappropriate.
- Support Customer Success and Sales Teams during renewal discussions byvalidatingpricing, contract terms, and renewal structures.
Data management, Reporting & Forecasting:
- Maintainaccuraterenewal data across SFDC and internal reporting tools.
- Work with operational reports and data sets (including excel based reporting) to track upcoming renewals andvalidatecontract details.
- Support internal renewal reporting and forecasting processes byvalidatingrenewal values and timelines.
- Contribute to improving data quality and operational visibility as the renewals organization continues to mature.
- Maintainaccuratetracking of renewal outcomes, including renewals,downsells, and churn, to support forecasting and retention reporting.
Cross-Functional Collaboration
- Work closely withCustomer Success Managers and Sales teams to support retention and renewal planning.
- Collaborate with Finance, Billing, Sales Operations, and other teams to ensure renewals are processed and recorded correctly.
- Coordinate internally to resolve operational or commercial blockers thatmayimpactrenewal closure.
- Support partner relationships by preparing and issuing renewal reports and providing renewal-related information whenrequired.
- Support the migration of product lines and renewal processes into SFDC and other core systems.
- Contribute to improving renewal workflows, documentation, and operational processes.
- Participate in internal projects aimed at strengthening renewals operations and data governance.
- Demonstrate flexibility and adaptability as responsibilities and processes evolve.
Required Skills:
- Exceptional attention to detail and strong data validation skills
- Strong analytical capabilities and experience working with operational data.
- Excel skills and comfort working with reporting and datasets.
- Excellentorganizational and prioritization skills with the ability to manage multiple tasks simultaneously.
- Strong collaboration skills and ability to work effectively across organizational boundaries.
- Experience communicating with customers or partners in a commercial or operational environment.
- Good understanding of contract language and commercial terms.
- Commercial awareness and understanding of how renewals contribute to recurring revenue and customer retention.
- Negotiation and stakeholder management skills.
- Strong written and verbal communication skills.
- Ability tooperateeffectively in a fast-moving environment where processes and responsibilities may evolve.
- Proactive mindset with willingness to learn new systems,processesand tools.
Education and Experience:
- 3+ years of experience inrenewals, customer success operations, revenue operations, sales operations, or related commercial operations role.
- Experience working in SaaS, subscription, or recurring revenue environment preferred.
- Experience in reviewing customer contracts and pricing structures isadvantageous.
- Experience supporting renewal forecasting or revenue reporting is beneficial.
We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.