Operations Analyst responsible for delivering accurate post - settlement wire investigations support. Analyzing and resolving issues within financial lives at Bank of America.
About the role
- Support Renewals and Deal Desk teams in centralizing renewal management processes. Ensure accurate workflows from quote to billing in a fast-paced SaaS environment.
Responsibilities
- Manage day-to-day renewal workflows, ensuring timely completion of all renewal-related processes.
- Validate contracts and order forms to ensure accuracy and alignment between Salesforce, CPQ, and billing systems.
- Partner cross-functionally with Renewal Managers, Deal Desk, Billing, and Finance to resolve escalations and ensure seamless handoffs.
- Submit, track, and follow up on RevOps or Development tickets related to system issues or process enhancements.
- Maintain renewal trackers, dashboards, and ticket logs to provide real-time visibility into pipeline progress.
- Prepare and process renewal order forms with accuracy, compliance, and proper approvals.
- Identify opportunities to improve systems, workflows, and automation to increase efficiency and scalability.
Requirements
- 3–8 years of experience in Renewal Operations, Revenue Operations, or Sales Operations, ideally within a SaaS or subscription-based organization.
- Strong working knowledge of Salesforce; CPQ expertise preferred.
- Proven ability to manage high-volume, complex renewal workflows with strong attention to detail.
- Comfortable handling enterprise-level contracts and recontracting processes.
- Experience working with ticketing systems (such as Jira) and reporting tools.
- Collaborative, process-oriented, and eager to influence success across teams.
- Strong communication skills and a proactive, problem-solving mindset.
Benefits
- Competitive pay
- Flexible work
- Inclusive, collaborative environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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