Renewals Analyst

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The Role

As the Renewals Analyst on Fusion's Finance team, you will manage a Renewals Pipeline and provide support to the Renewals Director. Duties include but are not limited to;

Customer Facing Responsibilities

Own specified Client Renewals as delegated by the Renewals Director

Manage auto-renewals.

Prepare and deliver 120-day renewal proposals.

Route contracts for signature through email and or DocuSign

FRM Cross Functional Responsibilities

Update & Deliver Renewals Reports

· At Risk Renewals

· Forecast

· Renewal Pipeline

CRM Opportunity and Account data maintenance and integrity

Assist the Renewals Director with

· Preparation of follow-up proposals / pricing grids

· Internal coordination and follow-up (Legal requests, SalesOps, BizOps, Finance….)

· Coordinating Renewal meetings with clients. (Renewals Director / Account Manager / Customer Success Maner and Client)

· Routing contracts for signature through email and or DocuSign

 

To be successful in this role, you must have a strong attention to detail; ability to multi-task and meet multiple deadlines; excellent communication skills; the ability to excel in a growing, fast-paced environment; and be able to establish and maintain strong relationships with Clients, Account Managers, Sales Management, Finance, Legal, and Business Operations.


Knowledge, Skills, and Abilities

· Bachelor's degree in business administration or similar degree, or 2-3 years of relevant work experience in lieu of degree

· 3-5 years' experience working in a Business Operations, Sales Operations, Contract Administration, or Billing capacity

· Proficiency in Microsoft suite of tools (MS Word, Excel, Outlook)

· Salesforce.com administrator experience is a plus

· Proven ability to effectively lead and manage projects, make timely decisions, delegate tasks to others as appropriate

· Ability to multi-task activities with shifting priorities in a fast-paced, growing environment

· Strong attention to detail

· Excellent organizational skills, with the ability to meet deadlines

· DocuSign or electronic signature software tool experience a plus


Milestones for the First Six Months

In one month, you will:

· Complete training on Fusion CRM, PSA, and FFA systems and objects.

· Develop understanding of Fusion contracts and product offerings related to provisioning process.

· Meet with the Revenue, Legal, Finance, Sales Operations & Business Operations teams to understand the interaction between their roles and your role.

· Confirm your knowledge of DocuSign and CRM Contracts and Opportunities


In three months, you will:

· Begin to process initial quotes

· Begin to process auto-renewals

· Coordinate renewal meetings


In six months, you will:

· Own specified Client Renewals

· Own and manage CRM Client data

.

Fusion Risk Management, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • CSSLanguages
    • JavascriptLanguages
    • Salesforce ApexLanguages
    • ApexLanguages
    • D3JSLibraries
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • DockerFrameworks
    • JestFrameworks
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
    • PardotAnalytics
    • MiroDesign
    • JIRAManagement
    • TrelloManagement
    • SalesforceManagement
    • ProductboardManagement
    • WordpressCMS
    • Adobe BizibleCRM
    • SalesforceCRM
    • Salesforce PardotCRM
    • SalesLoftCRM
    • ZoomInfoLead Gen
    • Microsoft TeamsCollaboration
    • SlackCollaboration
    • SharepointCollaboration

An Insider's view of Fusion Risk Management

How would you describe the company’s work-life balance?

Fusion puts its employees and their wellness at the forefront by providing several ways to help maintain a great work-life balance. My personal favorites have to be the flexible work schedule and Summer Fridays. With initiatives like Fusion Cares, I also have the option to spend up to 12 hours of work time giving back to the the community.

Riddhi

Sr. Solution Architect

What does your typical day look like?

My days involve collaborating with multiple teams on a variety of activities. One minute I will be designing features with our engineers, the next I might be developing our product roadmap with product management or advising our customers and implementation teams on using our platform. Every day brings new challenges and rewarding opportunities.

Alex

Technical Architect

How does the company support your career growth?

Through weekly one on ones with my manager, I am provided details on what I am doing right, insight on what I can improve on, and guidance on the steps I would need to take to achieve my career goals. This information is essential to my growth at Fusion and sets me on a path forward to obtain future success.

Ariel

Implementation Consultant 1

What are some things you learned at the company?

I've learned that it was a no-risk proposition to join Fusion. I'm so happy to be here, and the team I've been lucky enough to work with has been absolutely fantastic. Fusion is filled with some of the most brilliant folks in the industry. If you're looking for a work environment invested in your success, Fusion is the right place. Join us!

Rashid

Sr Manager, Professional Services

What are Fusion Risk Management Perks + Benefits

Fusion Risk Management Benefits Overview

In addition to the basics such as medical, dental, and vision insurance; FSA and HSA options; Company paid STD and LTD benefits; commuter benefits; and 401K matching with no vesting period, we also offer monthly partial cell phone reimbursements, a holistic wellness program, fitness subsidies, paid volunteer time, twelve weeks of parental leave, and more! We also offer flexible PTO and the ability to work remotely.

Our cultural and professional development groups are employee-led, voluntary workplace networks that help foster a culture of community, including five active Employee Resources Groups (Multi-Cultural; LGBTQ+; Women focused; Sustainability; and Volunteering). Even while working remotely, we have maintained fostering connections through virtual events such as lunch n’ learns, trivia, team events, happy hours, and more.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Summer hours
President's club
Employee awards
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Our Employee Resource Groups are voluntary workplace networks that are employee-led. They foster a diverse, inclusive workplace aligned with the organization's mission and values.
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Wellness days
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Certain levels of employment have ability to have equity.
Performance bonus
Charitable contribution matching
As part of our Philanthropy and Volunteering Program
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Company-sponsored happy hours
Fitness stipend
Home-office stipend for remote employees
We offer home office stipends for necessary office supplies in order to promote a more efficient at home workspace.
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications
Virtual coaching services

Additional Perks + Benefits

We seek to foster a supportive and nurturing environment and are proud of our collaborative, open culture! As a fast-growing company, we are dedicated to growing with our employees and adapting to the evolving workplace.

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