- Location
- San Jose, Costa Rica
- Department
- Sales
- Experience
- 1+ years
- Source
- Greenhouse
Description
About Us:
Datacor is the leading provider of software solutions, including ERP, CRM, Asset Tracking, Simulation and Formulation, to the process manufacturing space. We are on a mission to better equip the industry with software solutions and move it forward by building thoughtful, intuitive products that solve our customers’ most difficult problems.
We are passionate about serving our customers and helping them use data as a competitive advantage. Our customers make products that extend and sustain lives by sanitizing, fertilizing, beautifying, cleaning, and recycling the world we live in. We at Datacor help our customers make those products you use every day more safely, cost effectively and more efficiently through our technology platforms and applications.
The Role:
We’re seeking a highly organized and detail-oriented Renewal Operations Specialist to support the execution of customer renewals across our portfolio. This is a full-time role that will focus on process-driven operational excellence, working cross-functionally with Renewal Management, Customer Success, Sales, and Finance teams to ensure timely and accurate renewals throughout our 6-phase renewal lifecycle.
This role would be ideal for someone with 1-3 years of experience in Sales Operations, Customer Success, or administrative support roles, particularly in SaaS or software environments. The position requires strong attention to detail, excellent organizational skills, and comfort with CRM systems and renewal processes.
What you will gain:
- Renewal Operations Expertise: Build deep knowledge of enterprise software renewal cycles and customer lifecycle management
- Cross-Functional Collaboration: Work closely with Renewal Management, Sales, Finance, and Customer Success teams to understand full revenue operations
- Systems Proficiency: Develop advanced skills in Salesforce, CPQ, DocuSign, and renewal automation tools
- Process Improvement: Opportunity to standardize and optimize renewal workflows across multiple business units
- Customer Communication: Gain experience in professional customer-facing communications and relationship management
- Career Foundation: Strong foundation for future roles in Renewal Management, Customer Success, or Revenue Operations
Responsibilities:
Renewal Execution and Administration
- Prepare renewal quotes in Salesforce (CPQ) and pricing documentation based on Sales or Channel Partner guidance, including for legacy-to-subscription license transitions and multi-year renewal structures
- Generate renewal forecast reports from Salesforce and validate renewal dates, contract terms, and billing history
- Execute renewal communication sequences and manage communications with Channel Partners/Resellers across regions/internationally
- Review customer- and partner-submitted POs for accuracy (term length, pricing, module coverage, etc.) and flag discrepancies for partner/Finance review
- Coordinate PO collection, license certificate issuance, and billing processes per FinOps SOPs
Partner & Customer Communication
- Serve as primary point of contact for renewal-related questions from direct customers and/or channel partners/resellers, escalating pricing or policy exceptions to Sales Owner/Leadership
- Communicate standard renewal policies (e.g., known transition timelines, term-length rules) to customers and partners as instructed
- Coordinate with international cross-functional team members and resellers to process POs and resolve documentation gaps
- Communicate professionally across time zones and with non-native English/Spanish speakers
Process and Data Management
- Update customer records, contacts, and renewal data in CRM systems
- Proactively identify and resolve missing or inaccurate Salesforce opportunity data, coordinating with Sales to link records correctly
- Tag opportunities for outreach sequences and maintain clean data hygiene
- Document call outcomes, next steps, and renewal status updates
- Coordinate with internal teams on pricing, legal, and escalation requirements
Operational Support
- Flag renewal risks or blockers and escalate to appropriate team members/leaders
- Distinguish renewal opportunities from new-business/upsell transactions and route accordingly
- Provide administrative support to Renewal Manager and broader renewal team
- Support internal meeting preparation, file management, and task tracking
- Generate renewal reports and maintain visibility into renewal pipeline health
Qualifications
- 2-4 years of experience in Sales Operations, Account Management, Customer Success Billing/Finance, or administrative support roles
- Proficient with Salesforce and Windows/Microsoft Suite, including Microsoft Excel
- Software industry experience, particularly SaaS - strongly preferred
- Comfort communicating with customers and/or channel partners on standard renewal process/documentation
- Ability to work occasional early/late hours to support international customers across time zones
- Excellent attention to detail and organizational skills with ability to manage multiple deadlines
Please submit your application and resume in English.
EOE Statement:
Datacor is an Equal Opportunity Employer and does not discriminate on the basis or race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.
Use of AI During Interviews:
At Datacor, we value thoughtful problem-solving and authentic perspectives. To ensure a fair and consistent evaluation process, we ask that candidates do not use generative AI tools or outside assistance during live interviews unless explicitly stated otherwise. We're interested in hearing your experience, your approach, and how you think through challenges.
