Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Renewals Ownership
  • Independently manage end-to-end renewal cycles for an assigned portfolio of accounts, including outreach, quoting, negotiation, and contract execution.
  • Prepare and deliver renewal quotes, driving toward a 95%+ gross retention rate.
  • Own the renewal timeline for assigned accounts, ensuring all milestones are met well in advance of contract expiration.
  • Identify at-risk renewals early and partner with Customer Success and Account Management to develop retention strategies.
  • Serve as a pre-escalation point to vet and troubleshoot renewal issues before escalating to the Sr. Director.
  • Drive and lead renewal forecast calls, providing accurate pipeline reporting and renewal status updates to Customer Success leadership.
• Contract & Order Management
  • Create accurate contractual order documents for renewals, amendments, and add-ons in accordance with Trintech's contracting standards.
  • Generate and maintain renewal quotes using DealHub and Salesforce CPQ, ensuring accurate product and pricing configuration.
  • Track the signatory process and maintain up-to-date opportunity and contract status in Salesforce.
  • Support the Deal Desk process for complex or non-standard renewal transactions.
  • Prepare monthly reconciliation reports for processed renewals and customer assets.
• Process Improvement & Collaboration
  • Identify inefficiencies in the renewals process and proactively propose and implement improvements.
  • Collaborate with the Revenue Operations team on cross-functional initiatives to streamline contracting and renewals workflows.
  • Contribute to internal documentation of renewals procedures and best practices.
  • Provide informal guidance and support to junior Renewals Specialists, sharing knowledge and helping onboard new team members.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• 5+ years of experience in a Customer Success Operations, Renewals, or Contracts role, ideally within a SaaS environment.
• Demonstrated ability to manage a high-volume renewals portfolio independently and meet retention targets.
• Proficiency with Salesforce CRM and Salesforce CPQ required; DealHub (DealHub.io) experience strongly preferred.
• Hands-on experience leveraging AI tools (e.g., AI-assisted quoting, forecasting, contract analysis, or workflow automation) in a professional renewals or operations context.
• Solid understanding of SaaS pricing models, subscription contracting, and order management.
• Strong analytical and reporting skills; comfortable working with pipeline data and renewal metrics.
• Excellent written and verbal communication skills, with the ability to engage professionally with both internal stakeholders and customers.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Proactive problem-solver who can work independently and escalate appropriately.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Bachelor's degree in business administration, finance, MIS, or equivalent.

At our core, Trintechers stand committed to fostering a culture rooted in our core values – Humble, Empowered, Reliable, and Open. Together, these values guide our actions, define our identity, and inspire us to continuously strive for excellence in everything we do.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or disability.