Renewals Operations Specialist

San José , Costa Rica

TLDR

This role focuses on operational excellence in handling customer renewals, working across teams to ensure timely and accurate processes during the renewal lifecycle.

About Us:

Datacor is the leading provider of software solutions, including ERP, CRM, Asset Tracking, Simulation and Formulation, to the process manufacturing space. We are on a mission to better equip the industry with software solutions and move it forward by building thoughtful, intuitive products that solve our customers’ most difficult problems.

We are passionate about serving our customers and helping them use data as a competitive advantage. Our customers make products that extend and sustain lives by sanitizing, fertilizing, beautifying, cleaning, and recycling the world we live in. We at Datacor help our customers make those products you use every day more safely, cost effectively and more efficiently through our technology platforms and applications.

The Role:

We're seeking a highly organized and detail-oriented Renewal Operations Specialist to support the execution of customer renewals across our portfolio. This is a full-time role that will focus on process-driven operational excellence, working cross-functionally with Renewal Management, Customer Success, Sales, and Finance teams to ensure timely and accurate renewals throughout our 6-phase renewal lifecycle.

This role would be ideal for someone with 1-3 years of experience in Sales Operations, Customer Success, or administrative support roles, particularly in SaaS or software environments. The position requires strong attention to detail, excellent organizational skills, and comfort with CRM systems and renewal processes.

What you will gain: 

  • Renewal Operations Expertise: Build deep knowledge of enterprise software renewal cycles and customer lifecycle management
  • Cross-Functional Collaboration: Work closely with Renewal Management, Sales, Finance, and Customer Success teams to understand full revenue operations
  • Systems Proficiency: Develop advanced skills in Salesforce, CPQ, DocuSign, and renewal automation tools
  • Process Improvement: Opportunity to standardize and optimize renewal workflows across multiple business units
  • Customer Communication: Gain experience in professional customer-facing communications and relationship management
  • Career Foundation: Strong foundation for future roles in Renewal Management, Customer Success, or Revenue Operations

Responsibilities: 

Renewal Execution and Administration

  • Prepare renewal quotes and pricing documentation based on Renewal Manager guidance
  • Generate renewal forecast reports from Salesforce and validate renewal dates, contract terms, and billing history
  • Execute renewal communication sequences and manage renewal inbox across business units
  • Coordinate DocuSign routing, PO collection, and billing processes with Finance
  • Maintain accurate renewal tracking and CRM data integrity in Salesforce

Process and Data Management

  • Update customer records, contacts, and renewal data in CRM systems
  • Tag opportunities for outreach sequences and maintain clean data hygiene
  • Document call outcomes, next steps, and renewal status updates
  • Coordinate with internal teams on pricing, legal, and escalation requirements

Operational Support

  • Flag renewal risks or blockers and escalate to appropriate team members
  • Provide administrative support to Renewal Manager and broader renewal team
  • Support internal meeting preparation, file management, and task tracking
  • Generate renewal reports and maintain visibility into renewal pipeline health

Qualifications: 

  • 1-3 years of experience in Sales Operations, Customer Success, Billing/Finance, or administrative support roles
  • Familiarity with Salesforce, CPQ tools, DocuSign, and Excel
  • SaaS or software industry experience preferred
  • Excellent attention to detail and organizational skills with ability to manage multiple deadlines

Please submit your application and resume in English.

EOE Statement:

Datacor is an Equal Opportunity Employer and does not discriminate on the basis or race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. 

Use of AI During Interviews: 

At Datacor, we value thoughtful problem-solving and authentic perspectives. To ensure a fair and consistent evaluation process, we ask that candidates do not use generative AI tools or outside assistance during live interviews unless explicitly stated otherwise. We're interested in hearing your experience, your approach, and how you think through challenges. 

 

Datacor develops advanced software solutions tailored for the process manufacturing sector, offering tools like ERP, CRM, Asset Tracking, and Simulation. We empower companies to optimize their operations and use data strategically to tackle complex challenges, ultimately enhancing efficiency and product quality in industries that improve everyday life.

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