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The Role

As the Renewals Analyst on Fusion’s Finance team, you will manage a Renewals Pipeline and provide support to the Renewals Director. Duties include but are not limited to;

Customer Facing Responsibilities

Own specified Client Renewals as delegated by the Renewals Director

Manage auto-renewals.

Prepare and deliver 120-day renewal proposals.

Route contracts for signature through email and or DocuSign

FRM Cross Functional Responsibilities

Update & Deliver Renewals Reports

· At Risk Renewals

· Forecast

· Renewal Pipeline

CRM Opportunity and Account data maintenance and integrity

Assist the Renewals Director with

· Preparation of follow-up proposals / pricing grids

· Internal coordination and follow-up (Legal requests, SalesOps, BizOps, Finance….)

· Coordinating Renewal meetings with clients. (Renewals Director / Account Manager / Customer Success Maner and Client)

· Routing contracts for signature through email and or DocuSign

To be successful in this role, you must have a strong attention to detail; ability to multi-task and meet multiple deadlines; excellent communication skills; the ability to excel in a growing, fast-paced environment; and be able to establish and maintain strong relationships with Clients, Account Managers, Sales Management, Finance, Legal, and Business Operations.

Knowledge, Skills, and Abilities

· Bachelor’s degree in business administration or similar degree, or 2-3 years of relevant work experience in lieu of degree

· 3-5 years’ experience working in a Business Operations, Sales Operations, Contract Administration, or Billing capacity

· Proficiency in Microsoft suite of tools (MS Word, Excel, Outlook)

· Salesforce.com administrator experience is a plus

· Proven ability to effectively lead and manage projects, make timely decisions, delegate tasks to others as appropriate

· Ability to multi-task activities with shifting priorities in a fast-paced, growing environment

· Strong attention to detail

· Excellent organizational skills, with the ability to meet deadlines

· DocuSign or electronic signature software tool experience a plus

Milestones for the First Six Months

In one month, you will:

· Complete training on Fusion CRM, PSA, and FFA systems and objects.

· Develop understanding of Fusion contracts and product offerings related to provisioning process.

· Meet with the Revenue, Legal, Finance, Sales Operations & Business Operations teams to understand the interaction between their roles and your role.

· Confirm your knowledge of DocuSign and CRM Contracts and Opportunities

In three months, you will:

· Begin to process initial quotes

· Begin to process auto-renewals

· Coordinate renewal meetings

In six months, you will:

· Own specified Client Renewals

· Own and manage CRM Client data

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Fusion Risk Management, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.