Renewals Operations Specialist - Remote

Overview

The Renewals Operations Specialist at SS&C plays a vital role in supporting the sales team's efforts to retain clients and increase revenue through efficient management of the renewals process.

In Short

• Provide administrative and operational support for the renewals sales process.
• Execute renewals in a 90-day cycle to retain active clients.
• Manage the renewal process using CRM tools effectively.
• Track upcoming renewals and provide timely reminders to sales representatives.
• Generate reports on renewals pipeline and performance.
• Coordinate with internal teams to ensure accurate data processing.
• Assist sales team in identifying upsell opportunities during renewals.
• Maintain accurate records of customer renewals and contracts.
• Ensure compliance with company policies in renewal documents.
• Participate in hands-on training and professional development.

Requirements

• Proficiency or ability to learn Salesforce, Salesforce CPQ, PowerBi.
• Excellent written and verbal communication skills.
• Basic understanding of contract terms and renewals processes.
• Ability to manage multiple tasks and deadlines effectively.
• Strong analytical skills to track trends and performance.
• Attention to detail in maintaining customer records.
• Team-oriented mindset with a focus on collaboration.
• Experience in customer service or sales support is a plus.
• Willingness to adapt to changing business needs.
• Commitment to continuous learning and development.

Benefits

• Flexible work model and casual dress code.
• 401k matching program.
• Professional development reimbursement.
• Flexible personal and vacation time off.
• Comprehensive medical, dental, and vision plans.
• Employee assistance program.
• Parental leave and paid holidays.
• Discounts on fitness clubs and travel.
• Training through SS&C University.
• Commitment to diversity and inclusion in the workplace.