Own a portfolio of scale and mid‑market renewal opportunities, driving an organized, timely, and predictable renewal cadence.
Serve as the commercial point of contact for renewal cycles, partnering with Customer Success and Sales to align on value, usage, and risk.
Conduct internal health checks ahead of renewal milestones, including product usage review, contract terms, pricing, and open issues.
Proactively identify risk and expansion opportunities within your book of business and flag to internal stakeholders with clear recommendations.
Maintain accurate opportunity stages, close dates, and forecast amounts in Salesforce (SFDC).
Ensure strong data hygiene, including complete fields, contact roles, and detailed notes that support reporting and executive visibility.
Support quote creation and order form generation using CPQ or other quoting tools, in alignment with pricing, discount, and approvals policies.
Coordinate with Legal/Deal Desk to standardize and streamline legacy contracts.
Prepare and route agreements via DocuSign or similar e‑signature tools, tracking status to ensure on‑time execution.
Act as a primary contact for renewal‑related customer questionnaires, including vendor risk/security reviews, commercial and product questionnaires, and procurement forms.
Collaborate with Security, Legal, and other internal teams to compile accurate, timely responses that support successful vendor assessments and renewals.
Develop a working understanding of customer configurations, APIs, and data flows.
Explore and pilot AI-driven tools and workflows to manage the renewal base at scale.
Collaborate closely with Sales, Customer Success, Deal Desk, Legal, RevOps, Finance, and Product to improve customer experience.

Requirements

Bachelor’s degree in Business, Finance, or a related field; or a relevant business training certificate plus equivalent experience.
2+ years experience in a renewals, deal desk, sales operations, or similar commercial operations role, ideally in B2B SaaS.
Hands‑on experience managing renewal opportunities, including opportunity stages, forecasting, and account records.
Familiarity with quote creation and order form generation, and basic understanding of SaaS order forms, MSAs, and subscriptions.
Experience using DocuSign or other e‑signature platforms to manage contract lifecycle.
Strong written and verbal communication skills, with the ability to explain complex concepts clearly to both internal and external stakeholders.
Proven ability to learn and navigate multiple software tools (e.g., CRM, CPQ, CS platforms, spreadsheets, AI tools).

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

renewal managementforecastingcontract managementquote creationorder form generationdata hygienerisk identificationcustomer configurationsAPIsdata flows

Soft Skills

communicationcollaborationorganizational skillsproblem-solvingattention to detailproactive approachstakeholder managementanalytical skillsadaptabilitycustomer focus

Certifications

Bachelor’s degree in BusinessBachelor’s degree in Financebusiness training certificate