Retention manager
1 week ago
Job Title: Operations Partner Engagement & Quote Management
Location: Noida (In-person)
Shift Timing: 2:00 PM – 11:00 PM IST
Experience: 3–5 years (minimum 3 years in renewals, retention, customer success, or inside sales within IT/SaaS/software industry)
Industry: SaaS / Software / IT
Type: Full-time (Non-sales role)
Role Overview
We are seeking an operations professional to manage partner engagement, quote creation, and renewal coordination in the SaaS/software industry. The ideal candidate will have strong experience in contract review, pipeline forecasting, and customer/partner collaboration to ensure timely and accurate renewals.
Key Responsibilities
- Partner Coordination: Engage with channel partners to collect purchase orders (POs) and renewal quotes from customers.
Quote Creation:
Read and interpret contracts to prepare accurate quotes.
Ensure all pricing, terms, and conditions are correct before submission.
Customer Engagement:
Handle customer queries related to renewals, quotes, and contract terms.
Ensure timely follow-up for quote/PO collection to close renewals on time.
Collaboration: Work closely with account managers, inside sales teams, and partners to achieve retention goals.
- Pipeline Management: Forecast renewal pipelines, track progress, and address delays or risks.
- Retention Focus: Support customer retention targets through timely renewal processing and partner engagement.
Required Skills & Qualifications
- 3–5 years of relevant experience in the IT/SaaS/software industry.
- At least 3 years in renewals, retention, customer success, or inside sales roles.
- Strong ability to read and interpret contracts for accurate quote preparation.
- Experience in quote creation and purchase order management.
- Proficiency in CRM tools (e.g., Salesforce) and quoting tools.
- Strong communication and interpersonal skills for customer and partner interaction.
- High attention to detail and organizational skills.
- Ability to forecast and track renewal pipelines effectively.
- Team player with strong collaboration skills.
Success Metrics
- 100% accuracy in quote creation.
- Timely closure of renewal pipelines.
- On-time collection of quotes/POs from customers.
- Effective collaboration with internal and external stakeholders.
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