Renewal Operations Specialist
TLDR
The Renewal Operations Specialist drives efficiency for the renewals program, ensuring accurate forecasting, processing, and operational readiness within the company.
Renewal Operations Administration
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Administer the company’s end-to-end renewals operational process.
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Create, maintain, audit, and govern renewal opportunities within Salesforce.
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Ensure every customer has a single active renewal opportunity with accurate data integrity.
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Populate and maintain:
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Contract terms
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Renewal dates
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ARR values
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Pricing assumptions
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Renewal stages
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Health indicators
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Auto-renewal statuses
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Price Increases, renewal amounts and contractions
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Purchase Orders and quotes
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Key contacts
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Bulk assign renewal opportunities based on defined routing and assignment criteria.
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Maintain operational SLAs and renewal workflow timelines.
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Support annual renewal planning and pricing initiatives.
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Populate forecasted renewal increases and pricing models across renewal opportunities.
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Validate that renewal pricing strategies align with customer health and retention risk.
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Adjust forecasted pricing and save thresholds based on approved retention guidelines.
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Support multi-year contract conversion strategies by operationalizing approved pricing and term structures.
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Assist leadership with renewal forecasting accuracy and reporting readiness.
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Prepare accounts for Renewal Manager engagement.
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Revalidate renewal opportunity stages, account health, and risk indicators prior to customer outreach.
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Identify accounts requiring escalation, negotiation, or customer-facing intervention.
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Route:
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At-risk accounts
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Negotiated renewals
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High ARR renewals
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Downsells
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Cross-sell opportunities
to the appropriate Renewal Manager, CSM or Sales stakeholder.
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Generate operational renewal communications and templates.
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Prepare renewal notices outlining:
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Price increases
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Contract term options
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License/FTE changes
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PO requirements
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Ensure approved marketing and value messaging is incorporated into customer communications.
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Support automated renewal communication workflows and tooling integrations.
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Process finalized renewal outcomes within Salesforce and ensure it is provisioned in NetSuite.
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Update subscriptions, pricing, and billing records following finalized negotiations.
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Process churn and downsell operational workflows.
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Coordinate subscription cancelations and client terminations against approved churn cases.
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Ensure financial and operational alignment across:
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Salesforce
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NetSuite
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Renewal reporting
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Attend bi-weekly renewals governance meetings.
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Maintain renewal reporting accuracy and operational dashboards.
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Support renewal KPI tracking and leadership reporting.
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Identify workflow inefficiencies and recommend automation opportunities.
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Drive operational scalability and process standardization across the renewals organization.
Renewal Forecasting & Pricing Operations
Renewal Readiness & Workflow Coordination
Customer Renewal Communications Support
Systems & Revenue Processing
Operational Governance & Reporting
- Revenue Operations
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- Renewals Operations
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- Sales Operations
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- Customer Success Operations
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- SaaS contract administration
- Advanced experience with CRM such as Salesforce
- Bilingual (English, French)
- Strong operational discipline and process management capabilities.
- High attention to detail and organizational skills.
- Experience managing large volumes of recurring revenue transactions and workflows.
- Strong analytical and reporting skills.
Benefits
Health Insurance
Private medical healthcare
Recognition programs & wellbeing initiatives
Paid Time Off
Paid vacation & paid sick leave
Trackforce Valiant + TrackTik develops a leading SaaS platform specifically designed for physical security workforce management. Our solution enables security companies and organizations to efficiently manage their guard forces, respond to incidents swiftly, and optimize operations while prioritizing safety and protection. With a global clientele spanning over 50 countries, we're reshaping how security operations are coordinated worldwide.