Renewal Documentation Coordinator

2 days ago

Thāne, Maharashtra, India beBeeCustomer Full time ₹ 80,00,000 - ₹ 1,20,00,000
Renewal Document Specialist

The role requires an individual who exercises operational excellence, meticulous record-keeping and task management, with a strong understanding of preparing supporting renewal documentation.

As a member of this team, you will have a direct impact on our go-to-market strategy by supporting the CS organization in preparation of resources and documentation related to client renewals, including preparation of quotes and supporting documentation for ongoing conversations with clients.

Key Responsibilities:

  • Collaborate with Customer Success Managers and Renewal Representatives on renewal document preparation, including supplying teams with contract quotes and supporting documentation for ongoing client renewal conversations.
  • Analyze client data within various internal and external tools to gather information needed to create documentation.
  • Work with employees to identify actions needed to support a successful renewal process.
  • Build strong working relationships across Sales, Product, and Customer Success teams.
  • Other duties as assigned.

Requirements:

  • 2+ years of experience executing and analyzing customer data to assist in a smooth renewal process for a high-growth company, with a track record of exceeding KPIs.
  • Strong analytical and problem-solving abilities.
  • Excellent project management skills and attention to detail.
  • Familiarity with CRM and renewal management software is a must (e.g., Salesforce).
  • Familiarity generating quotes for various client segments.

Preferred Qualifications:

  • Associate or Bachelor's degree.
  • Self-starter with a proven track record of driving customer success in companies and/or project management and driving adoption of technology within an organization.
  • Ability to multitask, prioritize, and scale.
  • Highly data-driven with a commitment to understanding the renewal lifecycle and ability to create customized documentation for clients at scale.
  • Strong presentation, excellent verbal and written communication skills.
  • Flexible, adaptable team player with strong interpersonal skills.

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