Renewals Operations Specialist

SS&C Technologies; Town of Texas (WI); Remote; USD 38,000 - 40,000; Full time

Job summary

A prominent financial services and healthcare technology firm is seeking a Renewals Operations Specialist. This entry-level role focuses on providing administrative support for the renewals sales process, aiding in customer retention, and optimizing internal workflows. The successful candidate will manage renewal cycles, analyze data, and collaborate with cross-functional teams to ensure operational efficiency.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, and Vision

Employee Assistance Program

Parental Leave

Discounts on fitness clubs, travel, and more

Qualifications

• Proficiency in Salesforce and ability to learn quickly.
• Excellent written and verbal communication skills.
• Basic understanding of contracts and renewals processes.

Responsibilities

• Manage renewals in a 90-day cycle to retain clients.
• Track renewals and provide reminders to sales teams.
• Generate reports on renewals pipeline and performance.

Skills

Communication

Salesforce proficiency

Data analysis

Tools

Salesforce CPQ

PowerBi

Microsoft Office Suite

Job description

Join to apply for the Renewals Operations Specialist role at SS&C Technologies

Join to apply for the Renewals Operations Specialist role at SS&C Technologies

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from SS&C Technologies

Sr. Talent Acquisition Partner @ SS&C Technologies | Expertise in Recruitment

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Renewals Operations Specialist

Locations: Remote US

Get To Know Us:

SS&C Blue Prism enables business leaders of the future to navigate around the roadblocks of ongoing digital transformation in order to truly reshape and evolve how work gets done – for the better. We believe in supporting organizations as they harness the power of intelligent automation. We offer our customers value with our Comprehensive Capabilities, Accessible and User-Friendly Software, Scalable and Intelligent Digital Workforce, and a United Vision Behind our Innovation.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!
  
  

What You Will Get To Do:

The goal is to provide administrative and operational support for the renewal’s sales process, enabling the sales team to focus on customer retention, upselling, and closing deals. By streamlining the renewals workflow, handling routine tasks, and providing timely data, this support team will improve renewals efficiency, reduce churn, and increase customer satisfaction, ultimately driving recurring revenue for the organization.

Objectives / Key Responsibilities:

• Renewal Management: Execute renewals in a 90-day cycle to retain active clients within the assigned territory. Manage the renewal process end-to-end using CRM tools effectively, ensuring timely closure.
  
  

Meet quarterly goals set by management:

• Optimize Renewals Efficiency: Reduce the administrative load on the sales reps, enabling them to focus on customer relationship management and upsell opportunities.
• Improve Retention and Renewals Rates: Use provided tools and processes to drive higher renewals conversion rates.
• Ensure Seamless Operations: Maintain accurate records of customer renewals, contracts, conversations, and forecasts in the CRM system.
  
  

Renewal Tracking and Monitoring:

• Track upcoming renewals and provide timely reminders to sales representatives.
• Ensure that all renewal opportunities are quoted correctly, and quotes are provided to the customer via the Account Rep on time.
• Maintain up-to-date customer records in the CRM, ensuring renewal dates, forecasting values, contact details, and previous interactions etc are accurate.
• Ensure that renewal documents are accurate, compliant with company policies, and delivered to Account Managers promptly.
  
  

Reporting and Analysis:

• Generate reports on renewals pipeline, renewal rates, and upcoming renewals.
• Track renewals performance, identify trends, and provide insights to the sales team to adjust strategies.
  
  

Internal Coordination:

• Coordinate with CS, finance, and operations teams to ensure all data and ARR figures are correct
• Ensure the timely processing of renewals, addressing any internal bottlenecks that may cause delays.
  
  

Renewal Upsell Support:

• Assist the sales team in identifying opportunities for upselling or cross-selling and co term during the renewal process.
• Provide sales reps with data on previous purchases and potential additional services or products that could be offered.
  
  

What You Will Bring:

• Proficiency or the ability to quickly learn Salesforce, Salesforce CPQ, PowerBi and Microsoft Office Suite.
• Excellent Communication skill both, written and verbal.
• A basic understanding of contract terms, pricing models and general renewals processes and clauses
  
  

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Software Development

Referrals increase your chances of interviewing at SS&C Technologies by 2x

Get notified about new Operational Specialist jobs in Texas, United States.

Texas, United States $38,500.00-$39,500.00 1 week ago

Procurement Specialist II - Operations (US/Europe, Remote)

Remote Work From Home Data Entry Clerk / Typing

Austin, TX $75,000.00-$80,000.00 2 months ago

Senior Operating Partner- Private Equity Portfolio Operations

Executive & Events Operations Assistant - Remote Work

AI Strategy & Operations Associate (Remote)

Austin, TX $90,000.00-$150,000.00 4 hours ago

Client Operations Specialist - Enterprise | Remote, USA

Austin, Texas Metropolitan Area 3 days ago

Correspondence Representative - National Remote

Houston, TX $45,000.00-$55,000.00 3 days ago

Cofounder – Operations, Automation & Growth

Austin, Texas Metropolitan Area 1 day ago

Home Health Billing Operations Co-Ordinator

Associate Clinical Administrative Coordinator - Remote in Irving, TX

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.