Lead Renewal Operations – Scaled

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $106k - $185k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.

📋 Description

• Own day-to-day operational management of distributor, marketplace-related, partner-supported, and other assigned long-tail or low-touch renewal portfolios • Ensure renewal opportunities are created, maintained, and progressed through appropriate workflows • Monitor expirations, stalled renewals, missing partner actions, aging opportunities, and operational risks • Serve as operational owner for assigned channel renewal motions • Design, document, and improve scalable high-volume, low-touch renewal workflows • Identify process gaps, bottlenecks, data quality issues, and recurring blockers • Recommend workflows, templates, notification cadences, escalation rules, AI-assisted automation, and operating rhythms • Partner with Systems and Operations to implement notifications, AI-assisted workflows, dashboards, and partner-facing reminders • Engage distributors, partners, and select external parties to confirm renewal status and resolve blockers • Coordinate across Renewals, Partner, Sales, Deal Desk, Finance, Legal, and Customer Success • Maintain renewal data in Salesforce and related systems • Build dashboards and reports covering renewal status, aging, partner responsiveness, coverage, and risk • Track process health metrics, partner engagement, automation adoption, and exception trends • Identify at-risk renewals, escalate risks, coordinate next steps, and drive follow-through • Use 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 • Experience managing renewal, order, contract, partner, or revenue workflows across internal and external stakeholders • Strong Salesforce experience, including opportunity management, data hygiene, reporting, dashboards, and workflow tracking • Ability to improve operational processes, document workflows, and build scalable operating models • Strong analytical skills • Ability to build productive working relationships with partners, distributors, and cross-functional stakeholders • Strong written and verbal communication skills • Ability to operate independently in ambiguous environments while remaining hands-on • Experience supporting distributor, reseller, marketplace, partner, or channel renewal motions • Experience supporting low-touch or no-touch customer engagement models • Familiarity with automation, AI-assisted workflows, chat agents, notification systems, or workflow orchestration tools • Experience with Salesforce CPQ, Gainsight, DealHub, or similar revenue and customer platforms • Experience supporting global or multi-region renewal operations • B2B SaaS experience with subscription-based revenue models • Minimal travel • 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 paid annually • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Remote work from any location within the employee’s country of employment • Minimal travel • Reasonable accommodations for applicants with disabilities