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Renewals Specialist

Renewals Specialist II

Austin, TX

WHO WE ARE

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions delivered on Salesforce's leading cloud platform provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

THE ROLE

Become a key contributor in Certinia's Renewal Team assisting with accurately tracking renewal data, calculating renewal pricing options and support the company to ensure renewals are captured in a timely manner. 

Ideal candidate will have ability to work across multiple departments as a trusted advisor and support the information and compliance requirements of Customer Success, Deal Desk, Licensing, Finance, Legal, Support and others.

IS THIS YOU?

  • Achieve your revenue-based quota by selling renewals/products/services, may offer upsell opportunities when appropriate
  • Work within dedicated portfolio of customers 
  • Provide accurate weekly/ monthly/ quarterly sales forecast
  • Mastery of product knowledge and technical understanding of products and services to effectively assess client needs and requirements
  • Successfully promote products or services for established client
  • Utilize data to identify ‘at risk’ and adoption opportunities
  • Initiate steps as needed to remediate customer concerns/roadblocks prohibiting satisfaction or product usage
  • Manage external competitive pressures and effectively handle objections to retain customers 
  • Manage high volume of customer contacts through phone and email each day – majority of communication is outbound
  • Ensure high level of professionalism during all interactions with customers and prospects
  • Effectively partner and build strong business relationships with both internal and external stakeholders to ensure customer expectations are met
  • Collaborate with cross functional teams and management to optimize sales processes, systems and achieve a superior customer experience
  • Maintain the customer management system (CRM) to ensure all relevant data is captured in a timely manner
  • Other duties, as assigned and necessary

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE 

  • A minimum of two years' experience in SAAS renewals, Sales Operations or equivalent role
  • Comfortable partnering and engaging with cross-functional teams to ensure satisfactory customer renewals while delivering best possible renewal terms for Certinia
  • Ability to organize, prioritize, complete activities and meet deadlines for a high volume of renewal transactions
  • Requires the ability to acquire an understanding of the general functions of other divisions and their role in assisting with renewals
  • Ability to proactively analyze and recommend the best course of action for complex pricing and licensing situations within a renewals cycle
  • Knowledge of SFDC
  • Expert knowledge of Microsoft Excel
  • Strong oral and written communication skills
Salary Range: $63K - $85K base salary

Certinia annually assesses our compensation and benefits strategies to ensure a best-in-class total rewards package. New hire base pay is dependent on job-related, non-discriminatory factors such as experience, tenure, growth potential, team parity, geo, etc. Base pay is one part of the Total Rewards that Certinia provides to compensate and recognizes employees for their work. Certinia provides other elements including best-in-class benefits, variable pay offerings, remote work opportunities, flexible time off, parental leave, 401(k), HSA and FSA plans, and more.
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Average salary estimate

$74000 / YEARLY (est.)
min
max
$63000K
$85000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Renewals Specialist, Certinia

At Certinia (formerly FinancialForce), we're on a mission to empower service businesses with our Services-as-a-Business platform, and we want you to join us as a Renewals Specialist II! This exciting role is based in Austin, TX, where you'll be a vital part of our Renewal Team, assisting in the smooth tracking of renewal data and helping to calculate renewal pricing options. You won't just be crunching numbers; you'll collaborate across departments, acting as a trusted advisor to teams in Customer Success, Deal Desk, Licensing, Finance, Legal, and Support. If you are passionate about helping clients succeed and love engaging with customers, this could be the perfect opportunity for you! Your daily tasks will include achieving your revenue-based quotas through proactive sales efforts, managing a dedicated portfolio of customers, and utilizing data to identify opportunities for upselling and mitigating customer concerns. With your experience in SaaS renewals, you'll thrive in this role by mastering our product offerings, providing impactful customer interactions, and optimizing our sales processes. Working at Certinia comes with not just a competitive salary ranging from $63K to $85K, but also a rewarding benefits package and the chance to be part of a forward-thinking team. If you're organized, dedicated, and ready to make a difference, become part of Certinia and help us shape the future of services operations!

Frequently Asked Questions (FAQs) for Renewals Specialist Role at Certinia
What does a Renewals Specialist II do at Certinia?

As a Renewals Specialist II at Certinia, you'll play a crucial role in managing renewal data, calculating pricing options, and ensuring timely renewals for our customers. Your responsibilities will include sales forecasting, managing customer interactions, and collaborating with various internal teams to guarantee customer satisfaction and optimal renewal terms.

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What qualifications are needed for the Renewals Specialist II position at Certinia?

To succeed as a Renewals Specialist II at Certinia, candidates should have a minimum of two years' experience in SaaS renewals, Sales Operations, or a similar role. You should have strong expertise in Microsoft Excel, excellent communication skills, and a solid understanding of SFDC to navigate the renewal processes effectively.

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What type of environment can I expect working as a Renewals Specialist II at Certinia?

The environment at Certinia is collaborative and dynamic, encouraging open communication and teamwork across multiple departments. As a Renewals Specialist II, you'll engage with various teams, create strong business relationships, and contribute to a culture that values customer success and innovation.

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What are the key responsibilities of a Renewals Specialist II at Certinia?

Key responsibilities of the Renewals Specialist II at Certinia include tracking renewal data, engaging with customers to meet their needs, analyzing pricing situations, ensuring timely compliance, and collaborating with cross-functional teams to optimize sales processes and enhance customer experience.

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What is the salary range for a Renewals Specialist II at Certinia?

The salary range for a Renewals Specialist II at Certinia is between $63K and $85K. This competitive compensation reflects the value of your experience and contributions, along with a best-in-class benefits package that includes remote work options and flexible time off.

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How does Certinia support professional development for a Renewals Specialist II?

Certinia fosters professional development through ongoing training, mentorship opportunities, and access to resources that help you grow in your role as a Renewals Specialist II. The company believes in investing in its employees to ensure they can reach their full potential.

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What can I expect during the interview process for the Renewals Specialist II position at Certinia?

The interview process for the Renewals Specialist II role at Certinia typically includes multiple stages, focusing on your experience in SaaS renewals, your problem-solving capabilities, and how you can contribute to our team. You'll meet with key stakeholders who will discuss your potential fit within the organization.

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Common Interview Questions for Renewals Specialist
Can you explain your experience with SaaS renewals as a Renewals Specialist?

In your response, highlight specific roles and responsibilities you've held related to SaaS renewals. Discuss metrics you've achieved, such as retention rates or upsell successes, and emphasize how you strategized to meet or exceed renewal goals.

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How do you handle 'at risk' customers in the renewals process?

When addressing this question, provide a structured approach. Describe how you identify at-risk customers using data analysis, how you reach out to understand their concerns, and the actions you take to provide solutions and enhance satisfaction. Mention relevant tools or methods you've used in the past.

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What techniques do you use to promote strong relationships with customers?

Share specific strategies you implement to build relationships, such as regular check-ins, personalized communications, and gathering feedback. Emphasize your commitment to understanding customer needs and how that leads to better renewal outcomes.

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Describe a time you successfully turned around a challenging renewal situation?

Use the STAR (Situation, Task, Action, Result) format to detail a relevant scenario. Focus on the challenge, your proactive steps to engage the customer, and how you eventually ensured a successful renewal.

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How do you prioritize renewal transactions when managing a high volume?

Explain your organizational skills and any specific methods you use, such as task management tools or prioritization techniques. Discuss how you balance immediate needs with long-term customer relationships.

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What is your strategy for collaborating with cross-functional teams?

Illustrate your approach to teamwork by discussing how you communicate effectively with different departments. Highlight examples of past collaborations that led to enhanced processes or customer outcomes, showcasing your ability to work seamlessly across functions.

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How do you use data to drive renewal sales?

Discuss your experience with data analysis in the renewals process. Provide examples of how you've utilized CRM tools or analytics to identify trends, recognize upsell opportunities, or address customer churn proactively.

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What are the key qualities of a successful Renewals Specialist?

Mention essential qualities such as strong communication skills, a problem-solving mindset, a customer-centric approach, and proficiency in using sales tools. Discuss why these skills are crucial for effectively managing renewals and maintaining client satisfaction.

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Can you share any experience you have with SFDC?

Detail your familiarity with Salesforce (SFDC). Discuss how you've used it to track customer interactions, manage renewals effectively, or report sales forecasts, illustrating how it contributed to your success in past roles.

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In your opinion, what is the biggest challenge facing Renewals Specialists today?

Provide insights into current industry trends that impact renewals, such as increased competition or changing customer expectations. Discuss how you believe these challenges can be overcome and how you would adapt to ensure success in your role.

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Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. ...

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DATE POSTED
November 28, 2024

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