
Renewal Documentation Specialist
2 weeks ago
This is a Contract Renewal Specialist role that involves exercising operational excellence, meticulous record-keeping and task management.
The ideal candidate will have a strong understanding of writing and preparing supporting renewal documentation and quotes, with intensive familiarity utilizing tools such as Salesforce, Gainsight, and Conga related to contract generation.
As a member of our 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.
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 supporting information needed to create documentation.
- Work with employees to help 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 SaaS company.
- 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, Gainsight, and Conga).
- Familiarity generating quotes for various client segments.
- Associate or Bachelor's degree preferred
Benefits:
- A highly dynamic and supportive work environment.
- The opportunity to develop your skills and expertise in a rapidly growing industry.
- A competitive compensation package.
What We're Looking For:
- A self-starter with a proven track record of driving customer success in SaaS 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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