Workiva seeks a Director of Renewal Operations to drive scalability towards $1B+ revenue. This role oversees Renewal Operations and CRM data integrity. The Director will work alongside with Sales, IT, Finance, and Sales Operations teams to ensure accurate deal processing in Salesforce. High data quality is crucial for accurate  commissions, management, and financial reporting, and ultimately influences subscription structures and financial results. The Director will develop processes to maintain and improve data quality, ensuring efficient renewals and long-term customer retention.

What You’ll Do

Leadership and Stakeholder Management

Collaborate with cross-functional teams (Sales, Customer Success, Legal, Finance, IT) to streamline the renewals process and use of CRM systems to drive successful customer outcomes

Serve as the primary point of contact for data quality and renewal issues and provide guidance to align all teams on goals and priorities

Provide training, support, and communication to internal stakeholders on CRM best practices and renewal processes

Develop and provide regular reporting to senior leadership on CRM data quality,  renewal metrics, and key trends

Provide actionable insights to senior leadership on data quality issues and areas of concern

Oversee Renewal Operations and Data Quality Assurance

Lead and manage the Renewals Operations team, ensuring processes for contract renewals, escalations, and renewals forecasting are efficient and scalable

Ensure complete, accurate, and timely data entry and management in the CRM system, including all sales opportunities, customer renewals, and related activities

Lead initiatives to monitor and maintain the quality of CRM data, ensuring the consistency, reliability, and accuracy of customer records and basis for management and financial reporting

Establish and monitor key performance indicators (KPIs) to assess the effectiveness of Renewal Operations and CRM data quality

Lead and drive initiatives to maintain and improve data governance, ensuring  compliance with organizational standards and best practices

Strategy and Process Optimization

Identify areas for process improvement, cost reduction, and improved cycle times within the renewals process

Develop and implement processes to improve renewal workflows, ensuring all customer contracts are captured and processed on time

Drive continuous improvement efforts across the Renewal and CRM Data teams to increase operational efficiency, streamline workflows, and enhance data accuracy

Design data flows providing scalability and adaptability of CRM and renewal processes as the organization grows

Identify actionable insights through CRM analytics to support data-driven  decision-making and process enhancements

Develop and implement data validation protocols and automated processes to certify data integrity

What You’ll Need

Minimum Qualifications

Bachelor’s degree in Business, Operations, Information Systems, or related field  (MBA or equivalent strongly preferred).

8+ years of experience in operations management, CRM data quality, or related roles; experience in the SaaS industry is highly preferred

Preferred Qualifications

Proven leadership experience with the ability to lead, mentor, and build high performing teams

Advanced proficiency in Salesforce, including best practices in data management and reporting

In-depth experience managing renewals operations, forecasting, and contract  management. 

Experience developing and implementing data governance frameworks

Exceptional analytical and problem-solving skills, with a data-driven mindset

Strong project management skills, with the ability to prioritize and manage  multiple initiatives simultaneously

Excellent interpersonal and communication skills, with the ability to collaborate  and influence cross-functional teams. 

A focus on detail, accuracy, and process optimization.

Travel Requirements & Working Conditions

10% travel for customer and internal meetings

Reliable internet access for any period of time working remotely and not in a Workiva office

How You’ll Be Rewarded

✅ Salary range in the US: $154,000.00 - $250,000.00

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Workiva is an Equal Employment Opportunity and Affirmative Action Employer.  We believe that great minds think differently.  We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.  We strongly encourage and welcome people from historically marginalized groups to apply.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

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