Job Summary:
The Renewal Operations Specialist plays a critical role in driving revenue retention and operational efficiency across the customer renewal lifecycle. This individual is responsible for managing the end-to-end renewal process, partnering closely with Customer Success, Sales, Legal, and Finance to ensure timely, accurate, and seamless execution of renewal contracts. The ideal candidate has a strong operational mindset, is detail-oriented, and thrives in a fast-paced environment where cross-functional collaboration is key.
Description
Job Summary:
The Renewal Operations Specialist plays a critical role in driving revenue retention and operational efficiency across the customer renewal lifecycle. This individual is responsible for managing the end-to-end renewal process, partnering closely with Customer Success, Sales, Legal, and Finance to ensure timely, accurate, and seamless execution of renewal contracts. The ideal candidate has a strong operational mindset, is detail-oriented, and thrives in a fast-paced environment where cross-functional collaboration is key.
Key Responsibilities
- Own and manage the operational workflows tied to customer renewals, ensuring timely and accurate processing in Salesforce.
- Partner with Customer Success Managers, Account Executives, and other key stakeholders to collect renewal inputs and confirm quoting requirements, pricing, and special terms.
- Generate renewal quotes and documentation in accordance with company policies and customer agreements.
- Identify at-risk renewals and coordinate escalation paths for leadership visibility and support.
- Maintain data accuracy in Salesforce including contract values, renewal stages, and forecast updates.
- Send customer communication around renewals, handle some negotiations and follow up until the renewal is completed.
- Coordinate approvals for non-standard terms with Legal, Finance, and Leadership.
- Process and book renewal, churn, and downgrade orders in the system, ensuring compliance with internal controls.
- Continuously improve renewal operations processes and identify automation or system enhancement opportunities.
- Prepare reports and dashboards to track renewal performance metrics and operational bottlenecks.
- Support audits and internal reviews by maintaining accurate and complete renewal records.
Qualifications
- 2–4 years of experience in Sales Operations, Revenue Operations, Customer Success, or a related field
- Proficient in Salesforce, CPQ tools, and order processing platforms
- Strong analytical skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and stakeholders in a fast-paced environment.
- Process-oriented with a passion for operational excellence and continuous improvement.
Preferred Skills
- Experience with churn/downgrade workflows and customer retention strategies.
- Working knowledge of contract terms and legal review processes.
- Proficiency in Excel and data analysis tools
Exabeam Total Rewards offers you: (US ONLY)
(Subject to applicate eligibility requirements)
- Extensive medical, dental and vision coverage to meet your healthcare needs and employer Health Savings Account contribution to help pay for health expenses now or in the future
- Generous 401(k) employer match to help you save for your future
- Paid Time off including “take what you need” flex time, volunteer day of service, your birthday, parental leave, holidays and more
- Widespread learning center for career planning and skill development to grow your career
- A culture of passionate, diverse, committed professionals
The annual starting salary for this position is between $75,000- $90,000 annually depending on experience and other qualifications of the successful candidate.
Bring your Whole Self to Work!
Diversity, equity, and inclusion are at the core of who we are. At Exabeam, we know that diverse perspectives spark innovation, improve creativity, and position our team for success. Creating a culture where all are welcomed, valued, and empowered to achieve their full potential is important to who we are today and in the future. We hire the best of the best and do not discriminate based on race, gender, age, religion, sexual orientation, identity, or other personal factors.
Exabeam is proud to be an equal opportunity employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status.
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