Senior Renewals Operations Analyst II
Core
First point of contact for Renewal Sales Representatives, ensuring accurate forecasting of renewals from the installed base and managing transaction workloads to assist with on-time renewal bookings.
Role type
Senior IC sales operations analyst (renewals)
Builds
Accurate renewal forecasts and pipeline reports for the Renewal Sales team
Domain
Enterprise data security / SaaS renewals
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
CRM data management, pipeline scrubbing, administrative inquiry resolution, system constraint management, Salesforce (SFDC) stage management, ARR calculation, manual deal tracking, process refinement, ad hoc reporting
Preferred skills
Quote to order process knowledge, Tableau proficiency, financial/revenue recognition principles, contracting guidelines
Technologies
Salesforce (SFDC), Tableau, CPQ
Responsibilities
Maintain CRM field accuracy for forecast/pipeline reports; Perform regular pipeline scrubbing; Analyze deals outside standard framework for accurate ARR; Create and distribute monthly management reports and dashboards; Perform ad hoc reporting to identify issues and improve performance; Refine existing policies and processes for Renewal Business
Seniority
Mid-level, hands-on IC
