Renewal Operations Manager

Title – Renewal Operations Manager

About CAI

CAI is a leading provider of digital work execution platforms designed to enhance operational efficiency and drive productivity in industrial environments. CAI’s platform leverages advanced technology to convert complex, paper-based procedures into streamlined, digital workflows. By enabling real-time data collection and integration, CAI facilitates greater visibility into work processes, allowing organizations to make informed decisions, optimize performance, and ensure compliance.

In addition to robust workflow management capabilities, CAI emphasizes data-driven insights to foster continuous improvement. CAI's solutions are tailored to address the unique challenges of industries such as manufacturing, energy, and pharmaceuticals, helping organizations achieve higher operational standards and reduce costs. With a commitment to innovation and user-centric design, CAI empowers businesses to transition from traditional practices to a modern, digital approach, driving growth and enhancing efficiency.

About the role

The Renewals Operations Manager is responsible for building, optimizing, and executing the processes that ensure high renewal rates, operational efficiency, and predictable recurring revenue. This role partners closely with Sales, Customer Success, Finance, and Legal teams to streamline renewal workflows, improve forecasting accuracy, and enhance the customer experience throughout the contract lifecycle.

Key Responsibilities

Deal Support & Execution

• Support Renewals teams with renewal quotes, contract documentation, account research, pricing approvals, and policy guidance.
• Process Auto-Renewal transactions timely in advance of due dates.
• Ensure renewal opportunities are created and updated accurately in the CRM (e.g., Salesforce).
• Collaborate with Finance and Legal on non-standard terms, amendments, and customer-specific requirements.
• Verify data integrity for contract value, terms, billing frequency, and entitlement changes.

Renewals Process Management

• Own and optimize end-to-end renewals workflows from opportunity creation to close.
• Ensure renewal processes are executed consistently across regions, segments, and teams.
• Partner with Sales and Customer Success to resolve process bottlenecks and improve deal velocity.
• Maintain accurate renewal timelines, notifications, and follow-up cadence.
• Own renewal forecasting processes, including churn prediction, pipeline coverage, and risk analysis.

Operational Excellence & Process Improvement

• Identify and implement process automation and tooling improvements to streamline renewals.
• Create and maintain SOPs, playbooks, and training materials for renewal workflows.
• Work with systems teams to enhance CRM configuration, quoting tools, and data flows.
• Establish and manage governance around revenue and renewals policies.

Qualifications

Required

• 3–7+ years of experience in Revenue Operations, Sales Operations, Renewals Management, or similar role.
• Strong understanding of recurring revenue models (e.g., SaaS, subscription services).
• Proficiency with CRM systems (Salesforce preferred) and quoting/CPQ tools.
• Excellent analytical skills with the ability to interpret and present data.
• Strong project management and process documentation experience.
• Exceptional communication and stakeholder management abilities.

Preferred

• Experience with subscription billing systems (Netsuite).
• Experience with CRM systems (Salesforce).
• Background in SaaS or B2B subscription-based businesses.
• Familiarity with contract management, revenue recognition principles, and pricing policy.
• Experience working in fast-paced, high-growth environments.

CAI Software is an “EEO/Veterans/Disabled employer.”

Equal Employment Opportunity

CAI Software is an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, , genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.

Disability Accommodation

CAI Software endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use the online application process and need an alternative method for applying, please contact us at talent.acquisition@caisoft.com or send an e-mail with your specific accommodation request.

Work Authorization

Applicants must be authorized to work in the United States. CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with the Immigration Reform and Control Act of 1986 (IRCA).

Pay Transparency Nondiscrimination

CAI Software will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).