Private Equity Portfolio Solutions Operations
NY
Full Time
Mid Level
What You'll Do
· Drive accuracy in the renewal forecast.
· Develop PE Portfolio Solutions renewal playbooks, segmentation, workflows, templates, and escalation paths to create consistent customer experience across account sizes and renewal types.
· Continuously improve the renewal process by analyzing losses, delays, customer feedback, and operational friction, then translating insights into measurable improvements.
· Support VP of PE Portfolio Solutions by augmenting the workflow and processes within Salesforce, our platform, etc., driving improvements and streamlining materials and practices.
Required Qualifications
· 3–4+ years of experience in SaaS, software renewals, account management, customer success, sales, or a closely related commercial role.
· Proven experience directly managing a renewals motion with accountability for retention, renewal execution, or recurring revenue outcomes.
· Experience working in or closely with a Sales team, with strong commercial judgment and the ability to identify and advance expansion opportunities.
· Strong customer communication and negotiation skills, including the ability to lead proactive midterm and renewal conversations.
· Demonstrated ability to manage a portfolio of renewals with disciplined forecasting, prioritization, follow-up, and attention to detail.
· Comfortable using CRM and automation tools to manage workflows, reporting, customer communication, and renewal visibility.
· Strong cross-functional collaboration skills and a bias toward ownership, process improvement, and measurable commercial results.
Preferred Qualifications
· Experience building or improving renewal segmentation, playbooks, automated renewal workflows, or digital/self-service renewal motions.
· Familiarity with Private Equity and Portfolio Companies
· Experience with contract lifecycle management, e-signature, quoting, billing, or subscription management tools.
· Track record of improving retention metrics or generating expansion revenue through renewals.
· Comfort using data to identify churn risk, prioritize accounts, and improve renewal performance.
· Experience partnering with Customer Success, Finance, Legal, Operations, and Product teams in addition to Sales.
· Drive accuracy in the renewal forecast.
- Provide Project Management for status updates (planning and agenda for calls), and tracking and analysis of data for PE Portfolio Companies in aggregate
- Own regular cadence of communication with customers for tracking and alignment, not simply case management.
· Develop PE Portfolio Solutions renewal playbooks, segmentation, workflows, templates, and escalation paths to create consistent customer experience across account sizes and renewal types.
· Continuously improve the renewal process by analyzing losses, delays, customer feedback, and operational friction, then translating insights into measurable improvements.
· Support VP of PE Portfolio Solutions by augmenting the workflow and processes within Salesforce, our platform, etc., driving improvements and streamlining materials and practices.
Required Qualifications
· 3–4+ years of experience in SaaS, software renewals, account management, customer success, sales, or a closely related commercial role.
· Proven experience directly managing a renewals motion with accountability for retention, renewal execution, or recurring revenue outcomes.
· Experience working in or closely with a Sales team, with strong commercial judgment and the ability to identify and advance expansion opportunities.
· Strong customer communication and negotiation skills, including the ability to lead proactive midterm and renewal conversations.
· Demonstrated ability to manage a portfolio of renewals with disciplined forecasting, prioritization, follow-up, and attention to detail.
· Comfortable using CRM and automation tools to manage workflows, reporting, customer communication, and renewal visibility.
· Strong cross-functional collaboration skills and a bias toward ownership, process improvement, and measurable commercial results.
Preferred Qualifications
· Experience building or improving renewal segmentation, playbooks, automated renewal workflows, or digital/self-service renewal motions.
· Familiarity with Private Equity and Portfolio Companies
· Experience with contract lifecycle management, e-signature, quoting, billing, or subscription management tools.
· Track record of improving retention metrics or generating expansion revenue through renewals.
· Comfort using data to identify churn risk, prioritize accounts, and improve renewal performance.
· Experience partnering with Customer Success, Finance, Legal, Operations, and Product teams in addition to Sales.
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