Renewals Deal Desk Analyst

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.

At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why This Role is Exciting

Optro is currently seeking a driven and enthusiastic Renewals Deal Desk Analyst to become part of our expanding Order Management team. The primary objective of this role is to ensure the enforcement of company renewal policies by verifying the accuracy of renewals orders/contracts, ensuring adherence to clean order protocols, inputting and maintaining order and contract data into our record-keeping systems, and assisting the renewals team with contract questions, policy guidance, and combined deals. In addition to primary responsibilities, this position offers a fantastic opportunity to aid in developing and implementing procedures, reporting, and system features that will boost business outcomes and elevate our organization to new heights. Come and join us to develop your career and have a great time in a challenging and rewarding environment!

Key Responsibilities

• Execute and enforce company renewal booking policies

• Verify order and contract details for accuracy and completeness

• Ensure timely and accurate recording of order information into Sales and Accounting systems, and communicate any issues or delays to relevant stakeholders

• Provide knowledgeable and efficient support on renewal-related inquiries

• Collaborate with management and other teams on cross-functional projects to improve renewals processes, systems, and customer experiences

• Assist with the coordination and contracting of combined deals, concessions, and product swaps

• Generate, maintain, and analyze renewal order metrics reporting

Attributes for a Successful Candidate

• 2+ years of prior experience in a deal desk, order management, or billing role

• Strong analytical and problem-solving skills, with the ability to interpret and act on data to drive positive business outcomes

• Detail-oriented with the ability to work in a fast-paced environment while managing multiple priorities

• Excellent communication and interpersonal skills, with the ability to collaborate across multiple teams, processes, and systems

• Understanding of deal support/commercial topics, basic accounting, revenue (ASC 606), and billing principles

• Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines

Nice to Have

• Familiarity with SaaS order methodology and software delivery

• Proficiency in SFDC and CPQ software with hands-on experience

• Knowledge of regulatory compliance requirements related to order and data management (e.g. SOX, GDPR, CCPA/CPRA)

• Proficiency in Excel and Google Sheets

Perks (United States):

• Launch a career at one of the fastest-growing SaaS companies in North America and EMEA!

• Live your best life (LYBL)! $200/mo for anything that enhances your life

• Comprehensive employee health coverage

• 401(k) with company match

• Competitive compensation & bonus program

• Flexible vacation (exempt) / Accrued vacation (non-exempt)

• Time off for your birthday & volunteering

• Employee resource groups

• Opportunities for team and company-wide get-togethers!

• Parental Leave

*perks may vary based on eligibility/location

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.
  

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.

We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

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