Renewals Manager
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Job Description
Renewals Manager at a SaaS company overseeing the portfolio of scale and mid-market customer renewals. Responsible for account management, contract operations, and cross-functional collaboration.
Responsibilities:
- 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:
- Offers Equity
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