Staff - Renewal Operations

Roles and Responsibilities

• Devise, implement, and manage efficient renewals processes, workflows, and policies.

Data Management:

• Maintain the integrity and accuracy of renewals data, manage CRM systems (such as Salesforce, SAP and Fusion), and validate the renewals pipeline.
• Create and maintain master datasets for the installed base, ensuring the accuracy of customer, site, and installation information in the company's system of record.

Performance Analysis & Reporting:

• Maintain renewals data to track performance & support leadership with strategic decision-making.
• Generate reports and dashboards for internal teams and customers using tools like Excel or Power BI to show installed base status.
• Analyze installed base data to track activities like installations and decommissions.
• Conduct data audits, identify discrepancies, and execute actions to resolve them.

Operational Oversight:

• Timely and accurate booking of purhase orders in ERP. Ensure delivery of invoices and licenses to the customers/partners.

Technology & Tools:

• Evaluate and implement automation to enhance productivity and streamline operations.

Sales Strategy Alignment:

• Collaborate with renewals account manager, sales, channel partners, commercial finance and other departments to ensure renewals KPI is aligned with overall business goals.

Forecasting:

• Prepare and analyze renewals forecast to guide revenue and costs.

Common Skills Required:

Analytical Skills:

• Ability to analyze data, identify patterns, and derive actionable insights. Strong Excel skills. Knowledge of Power BI is a plus

Technical Skills:

• Proficiency with CRM systems (Salesforce, Fusion and SAP)

Process Management:

• Strong understanding of renewals processes and strive for optimization.

Collaboration:

• Excellent communication and interpersonal skills to work effectively with various departments and geographies.

Required Qualifications

• For roles outside of the USA- This role requires advanced experience in the Sales & Proposals. Knowledge level is comparable to a Bachelor's degree from an accredited university or college ( or a high school diploma with relevant experience).
• For roles in USA - Bachelor's degree from an accredited university or college (or a high school diploma / GED with at least 6 years of experience in Job Family Group(s)/Function(s)).