About Workato
Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.
Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today's fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.
Why join us?
Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.
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But, we also believe in balancing productivity with self-care. That's why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.
If this sounds right up your alley, please submit an application. We look forward to getting to know you!
Also, feel free to check out why:
- Business Insider named us an "enterprise startup to bet your career on"
- Forbes' Cloud 100 recognized us as one of the top 100 private cloud companies in the world
- Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
- Quartz ranked us the #1 best company for remote workers
This position involves working with US-based customers, and candidates must be flexible to work during US business hours. Please apply only if you are flexible with these hours.
Responsibilities
We are looking for a Renewal Manager to join our growing team within the Customer Success organization. In this role, you will be responsible for executing all systems-related activities for renewals (CPQ, Salesforce, Order Form processing, etc.). You will also interact directly with customers to manage the renewal process and paper process effectively, ensuring all renewal communications are sent in a timely manner for a large cohort of customers.
In this role, you will also be responsible to:
- Negotiate with customers on any potential downgrades upon renewal, while forwarding any potential expansion opportunities to the relevant team.
- Executing systems-related activities associated with the renewals process, including CPQ, Salesforce, and Order Form processing.
- Managing customer interactions to ensure a smooth renewal process and effective paper processing.
- Collaborating with cross-functional teams to ensure the efficient and timely processing of renewals.
- Collaborating with Customer Success Manager teams to flag and mitigate any risks identified, as well as Sales teams for any identified upsells.
- Utilizing data to track and report on renewal metrics and progress.
- Conducting regular reviews of the renewal process to identify areas for improvement and implement changes.
- Assisting business leaders in decision-making, program management, and initiative implementation to maximize customer results.
- Communicating effectively with customers and internal stakeholders to ensure all necessary information is accurately conveyed and understood.
- Maintaining comprehensive documentation for all renewal-related activities and processes.
Qualifications / Experience / Technical Skills
- You have 3-5 years prior experience in a Customer Success, Renewals, or similar role, preferably within a high growth company.
- You demonstrate proficiency in CPQ, Salesforce, and order form processing.
- You have strong analytical skills and can use data-driven approaches to improve processes.
- You are proficient in various project management software (Smartsheet, Airtable, etc.) and can manage projects effectively.
- You possess excellent communication skills and can interact with customers confidently and professionally.
- You're someone who teams want to work with - positive, energetic, responsive, and helpful.
- You have great instincts when it comes to simplifying processes for maximum efficiency.
- You know how to prioritize tasks effectively to ensure critical activities are completed on time.
- You have an enthusiastic "roll up your sleeves" mentality and do well under pressure.