Customer Success & Renewal Specialist

Fortra; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

Fortra is seeking a proactive Customer Operations Specialist to join our global team. You will drive timely order fulfillment, manage renewals, and support cross-functional collaboration to maximize ARR and customer satisfaction.

The role emphasizes accuracy, clear communication, and a customer-focused billing strategy. You will work with Sales, Customer Success, and Support to ensure seamless service, while maintaining up-to-date licensing and renewal information, and handling invoice-related

Qualifications

• Minimum two years customer service experience or equivalent education and experience.
• Proficient with Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Ability to calculate pricing, margins, discounts, and increases.

Responsibilities

• Manage renewal process from quoting to order processing in line with Customer Operations SLAs.
• Provide renewal proposals 90 days prior to renewal date.
• Maintain accurate customer data in CRM systems and coordinate with Sales, CS/Client Advocate, and Support.

Skills

Customer service

CRM

Data entry

Communication

Negotiation

Analytical thinking

Tools

Microsoft Office

Power BI

CRM systems

Job description

Fortra is seeking a proactive Customer Operations Specialist to join our global team. You will drive timely order fulfillment, manage renewals, and support cross-functional collaboration to maximize ARR and customer satisfaction.

The role emphasizes accuracy, clear communication, and a customer-focused billing strategy. You will work with Sales, Customer Success, and Support to ensure seamless service, while maintaining up-to-date licensing and renewal information, and handling invoice-related