Renewals Operations Specialist

BayOne Solutions; Santa Clara (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

BayOne Solutions is seeking an Renewal Operations Specialist to strengthen our renewal-focused team and uphold market-leading retention. The role centers on accurate quoting for new deals, aligning expiration dates, and streamlining renewals within the installed base.

You will collaborate with Renewal, Sales, and Finance to co-term renewals, verify pricing in internal tools, and build renewal opportunities in Salesforce while driving SOX compliant reporting and process improvements across the

Qualifications

• 2+ years experience in sales operations or contract administration.
• Strong oral and written communication skills.
• Excellent organizational and follow-up abilities.
• Analytical mindset with attention to detail.

Responsibilities

• Review and verify upgrades executed by field and Inside Account teams.
• Coordinate with Renewal, Sales and Finance to align co-term dates.
• Verify pricing and data accuracy in Pure internal tools.
• Process installed base requests for field teams.
• Lead data-related renewal reporting projects.
• Create Renewal opportunities in Salesforce with quotes.

Skills

Sales operations

Contract administration

Communication skills

Analytical skills

Organizational skills

Tools

Salesforce

Internal tools

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 Pure 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

Experience:

• 2+ years experience in sales operations and or contract administration
• 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.