2 days ago

Private Equity Portfolio Solutions Operations

NYMid · 2-5 yearsPrivate Equity Associate

What you'll do

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.
Evaluating performance, customer experience, and business outcomes to improve renewal rates, reduce manual effort, and lower cost-to-renew.
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.

What they're looking for

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.

Nice to have

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.

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

What You'll Do
· 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.

Evaluating performance, customer experience, and business outcomes to improve renewal rates, reduce manual effort, and lower cost-to-renew.
·        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.

Company

Drawbridgeco

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