Renewals Operations Specialist

Responsibilities

Support the Renewal Lifecycle: Coordinate the operational execution of the renewal process, ensuring opportunities are prepared accurately and progress smoothly from planning through to signature.
Prepare Commercial Readiness: Conduct account research, summarize customer business updates, document stakeholder hierarchies, and prepare renewal briefings to support customer conversations.
Manage Renewal Documentation: Create and maintain digital deal rooms, organize renewal assets, and ensure customer facing materials are complete and up to date.
Coordinate Quotes and Contracts: Partner with Deal Desk to generate quotes, manage CPQ requests, track approvals, and ensure pricing and contract information is accurate.
Maintain CRM Excellence: Own Salesforce hygiene by updating opportunity data, contacts, renewal dates, contract information, and forecasting fields to support accurate reporting.
Coordinate Cross-Functional Execution: Work closely with Customer Success, Renewals Managers, Finance, Legal, Revenue Operations, and Deal Desk to proactively remove operational blockers.
Support Forecasting and Reporting: Maintain renewal trackers, monitor milestones, and provide timely updates to ensure forecast accuracy and renewal visibility.
Resolve Operational Issues: Coordinate billing, contracting, and process-related queries, escalating issues to the appropriate teams and tracking them through to resolution.
Drive Continuous Improvement: Identify opportunities to simplify renewal processes, improve documentation, automate repetitive tasks, and leverage AI to increase team productivity.

Required Qualification

2+ years of experience in Revenue Operations, Sales Operations, Renewals, Customer Success Operations, Deal Desk, or a related operational role within a B2B SaaS environment.
Highly organized with exceptional attention to detail and the ability to manage multiple renewal activities simultaneously.
Experience working with CRM platforms such as Salesforce and familiarity with CPQ, contract management, or subscription management tools.
Strong analytical and research skills, with the ability to gather customer intelligence and prepare actionable commercial insights.
Excellent project coordination and stakeholder management skills, with experience working across Sales, Customer Success, Finance, Legal, Revenue Operations, and Deal Desk.
Strong written communication skills with experience preparing customer-facing documentation, executive summaries, and commercial materials.
Process-oriented with a passion for operational excellence, continuous improvement, and leveraging technology to improve efficiency.
Self-motivated, collaborative, and comfortable working in a fast-paced, high-growth environment supporting a distributed global team.