Lead Renewal Operations – Scaled

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee daily operational management of distributor, marketplace-related, partner-supported, and other assigned long-tail or low-touch renewal portfolios.

• Ensure the creation, maintenance, and advancement of renewal opportunities through the appropriate workflows.

• Monitor expirations, stalled renewals, missing partner actions, aging opportunities, and operational risks.

• Act as the operational owner for designated channel renewal motions.

• Design, document, and enhance scalable high-volume, low-touch renewal workflows.

• Identify process gaps, bottlenecks, data quality issues, and recurring obstacles.

• Propose workflows, templates, notification cadences, escalation rules, AI-assisted automation, and operating rhythms.

• Collaborate with Systems and Operations to implement notifications, AI-assisted workflows, dashboards, and partner-facing reminders.

• Engage with distributors, partners, and selected external parties to verify renewal status and address blockers.

• Coordinate across Renewals, Partner, Sales, Deal Desk, Finance, Legal, and Customer Success teams.

• Maintain renewal data within Salesforce and associated systems.

• Develop dashboards and reports that track renewal status, aging, partner responsiveness, coverage, and risk.

• Monitor process health metrics, partner engagement, automation adoption, and exception trends.

• Identify at-risk renewals, escalate risks, coordinate subsequent steps, and ensure follow-through.

• Utilize Salesforce, Gainsight, and Excel for data management, workflows, reporting, forecasting, scenario analysis, and ad hoc analysis.

⛳️ Requirements

• Bachelor's degree.

• 6+ years of experience in Renewal Operations, Revenue Operations, Sales Operations, Partner Operations, Channel Operations, Customer Success Operations, or a related B2B SaaS role.

• Proven experience managing renewal, order, contract, partner, or revenue workflows across both internal and external stakeholders.

• Strong expertise in Salesforce, including opportunity management, data hygiene, reporting, dashboards, and workflow tracking.

• Ability to enhance operational processes, document workflows, and establish scalable operating models.

• Excellent analytical skills.

• Capacity to foster productive working relationships with partners, distributors, and cross-functional stakeholders.

• Strong written and verbal communication abilities.

• Capable of operating independently in ambiguous environments while remaining hands-on.

• Experience in supporting distributor, reseller, marketplace, partner, or channel renewal motions.

• Familiarity with low-touch or no-touch customer engagement models.

• Knowledge of automation, AI-assisted workflows, chat agents, notification systems, or workflow orchestration tools.

• Experience with Salesforce CPQ, Gainsight, DealHub, or similar revenue and customer platforms.

• Background in supporting global or multi-region renewal operations.

• B2B SaaS experience with subscription-based revenue models.

• Minimal travel required.

• Reliable internet access when working remotely outside a Workiva office.

• Authorization to work in the U.S. on a permanent basis; Workiva will not provide visa sponsorship.

🏝️ Benefits

• A discretionary bonus typically awarded annually.

• Restricted Stock Units granted at the time of hire.

• 401(k) matching available.

• Comprehensive employee benefits package.

• Opportunity for remote work from any location within the employee’s country of employment.

• Minimal travel required.

• Reasonable accommodations available for applicants with disabilities.