Renewals Operations Specialist

Cypress HCM; Santa Clara (CA); On-site; USD 48,216 - 63,052; Full time

Job summary

A leading staffing and consulting firm is seeking a Renewal Operations Specialist in Santa Clara, CA. The role involves managing renewals, ensuring accuracy of pricing and upgrades through collaboration with Sales and Finance teams, and requires solid experience in sales operations and Salesforce. With a strong focus on communication and organization, the job demands the ability to prioritize tasks. Compensation ranges from $35 to $45.77 per hour. The position requires a Bachelor’s degree and is 100% onsite.

Qualifications

• 2+ years experience in sales operations and or contract administration.
• Solid Salesforce aptitude with experience in quotes.
• Strong organizational and follow-up skills.

Responsibilities

• Review and check accuracy with upgrades executed by teams.
• Work closely with Renewal, Sales, and Finance teams.
• Build Renewal opportunities in Salesforce.

Skills

Sales operations experience

Salesforce proficiency

Organizational skills

Communication skills

Analytical skills

Excel and Google Suite experience

Education

Bachelor’s degree

Tools

Salesforce

Job description

Overview

Renewal Operations Specialist - SSO (Subscription Services Operations) 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

Qualifications

• 2+ years experience in sales operations and or contract administration
• Solid Salesforce aptitude - must have created/built quotes in SFDC (CPQ – Configure, Price, Quote).
• 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.
• Excel, Google Suite experience preferred
• Knowledge of renewals and support contracts and subscriptions is preferred
• Have sales support/operations experience
• Should be comfortable in an ambiguous environment – change is constant, and the candidate should have a high level of adaptability for that change
• Skilled in cross-functional communication
• Education: Bachelor’s degree preferred
• Ability to work 100% onsite at the Santa Clara, CA office (typically 8AM-5PM but can be flexible with manager approval)

Compensation: $35 - $45.77 per hour

ID: 37136411