Renewal Operations Specialist
Trackforce
The Role: Renewal Operations Specialist The Renewal Operations Specialist is the operational backbone of our renewals program. This role executes the critical administrative, system, forecasting, pricing, workflow, and renewal preparation activities that ensure scalable and predictable recurring revenue retention. This position is highly process‑oriented and operationally focused. You will ensure renewal opportunities are accurately created, maintained, forecasted, audited, routed, and processed across Salesforce, NetSuite, and other supporting systems. While not primarily customer‑facing, you will be an essential internal operational partner, empowering Renewal Managers to concentrate on customer engagement, negotiations, retention, and expansion. You will collaborate closely with Renewal Managers, Client Success, Sales, RevOps, and Finance to guarantee renewal readiness, operational accuracy, and consistent renewal execution across the business. Key Responsibilities Renewal Operations Administration Administer the company's end-to-end renewals operational process. Create, maintain, audit, and govern renewal opportunities within Salesforce. Ensure every customer has a single, active renewal opportunity with accurate data integrity. Populate and maintain: Contract terms Renewal dates ARR values Pricing assumptions Renewal stages Health indicators Auto‑renewal statuses Price increases, renewal amounts, and contractions Purchase orders and quotes Key contacts Bulk assign renewal opportunities based on defined routing and assignment criteria. Maintain operational SLAs and renewal workflow timelines. Renewal Forecasting & Pricing Operations Support annual renewal planning and pricing initiatives. Populate forecasted renewal increases and pricing models across renewal opportunities. Validate that renewal pricing strategies align with customer health and retention risk. Adjust forecasted pricing and save thresholds based on approved retention guidelines. Support multi‑year contract conversion strategies by operationalizing approved pricing and term structures. Assist leadership with renewal forecasting accuracy and reporting readiness. Renewal Readiness & Workflow Coordination Prepare accounts for Renewal Manager engagement. Revalidate renewal opportunity stages, account health, and risk indicators prior to customer outreach. Identify accounts requiring escalation, negotiation, or customer‑facing intervention. Route: At‑risk accounts Negotiated renewals High ARR renewals Downsells Cross‑sell opportunities to the appropriate Renewal Manager, CSM, or Sales stakeholder. Customer Renewal Communications Support Generate operational renewal communications and templates. Prepare renewal notices outlining: Price increases Contract term options License/FTE changes PO requirements Ensure approved marketing and value messaging is incorporated into customer communications. Support automated renewal communication workflows and tooling integrations. Systems & Revenue Processing Process finalized renewal outcomes within Salesforce and ensure provisioning in NetSuite. Update subscriptions, pricing, and billing records following finalized negotiations. Process churn and downsell operational workflows. Coordinate subscription cancellations and client terminations against approved churn cases. Ensure financial and operational alignment across: Salesforce NetSuite Renewal reporting Operational Governance & Reporting Attend bi‑weekly renewals governance meetings. Maintain renewal reporting accuracy and operational dashboards. Support renewal KPI tracking and leadership reporting. Identify workflow inefficiencies and recommend automation opportunities. Drive operational scalability and process standardization across the renewals organization. Required Qualifications 3‑5 years of experience in: Revenue Operations, Renewals Operations, Sales Operations, Customer Success Operations, SaaS contract administration. Advanced experience with CRM systems like Salesforce. Bilingual proficiency (English and French). Strong operational discipline and process management capabilities. High attention to detail and excellent organizational skills. Experience managing large volumes of recurring revenue transactions and workflows. Strong analytical and reporting skills. Preferred Qualifications Experience in a dedicated Renewals function. Experience supporting contract term expansion or multi‑year agreement strategies. Familiarity with Salesforce, DealHub, NetSuite, and CRM‑based renewal forecasting. Experience working with parent‑child account structures, contract consolidations, and complex commercial negotiations. Experience in B2B SaaS, enterprise software, or multi‑segment customer environments. Success Metrics Renewal Forecast Accuracy Renewal Opportunity Hygiene SLA Adherence Pricing Accuracy Salesforce & NetSuite Data Integrity Operational Processing Timeliness Contract Term Conversion Support Renewal Workflow Efficiency Churn Processing Accuracy Benefits We Offer Hybrid work model Paid vacation & sick leave Private medical healthcare Group life insurance Employee Capital Plans MultiSport card Lunch card Reimbursement for glasses or contact lenses Motivizer benefits platform Free Calm Premium subscription Employee referral bonus Paid volunteer day Recognition programs & wellbeing initiatives At Trackforce, we are committed to fostering an inclusive, respectful, and discrimination‑free workplace. We do not tolerate discrimination or harassment of any kind and base employment decisions on qualifications, merit, and business needs. We proudly comply with local employment laws and are an equal opportunity employer in all locations where we operate. #J-18808-Ljbffr Trackforce
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