If you’re a forward-thinker looking for the great next step in your career within an innovative and collaborative environment, Board is the right workplace for you!
Board is looking to bring on dynamic & driven Director of Renewal Operations. This is a multifaceted role and will be responsible for driving process optimization, renewal forecasting accuracy, and overall renewal process effectiveness. This role sits within the Revenue Operations function with a strong link to the CS leadership to build high-performance field teams, accountable to metrics and operating with a positive, collaborative culture.
Main duties:
1. Maintain forecasts to show upcoming renewal and risk revenue and work closely with CS field leaders to drive target achievement.
2. Design plays and programs used by CSMs that capitalize on opportunities and address risk by category, segment and leader.
3. Enhance operational cadences that drive retention and provide insights into the core set of retention metrics (including trends, business priorities, and corrective steps to rectify gaps) across segments and geographies to improve Board renewal objectives that enhance effectiveness.
4. Ensure renewal reports and other intelligence are provided to the relevant stakeholders while developing and enhancing existing dashboards (using SFDC and internal tools).
5. Ensure global renewal initiatives and programs are communicated, aligned, implemented, and measured, for bi-directional knowledge sharing to support global standard methodologies.
6. Establish and maintain renewals onboarding/training plan focused on the development and reinforcement of critical renewal competencies.
What we look for:
7. 7+ years of Customer Success experience with at least 3 in senior leadership of a high-growth, customer-facing team within a SaaS company and direct involvement in supporting CS strategy, organizational design, and performance management.
8. Experience with software development tools, practices, and methodologies.
9. Passion for data, analytics, and process; possessing the ability to identify systemic risk, trends and opportunities that continuously refine and improve business strategy and direction
10. Demonstrated success with cross-functional coordination, including planning, execution tracking, and decision-making.
11. Strong ability to deliver and facilitate knowledge transfer, both in-person and virtually, across a globally diverse team. Preferred Skills
12. Knowledge/Experience in multi-dimensional planning software, specifically Board but can also include Anaplan, One Stream, Pigment, IBM, SAP, etc.).