Renewal Proposal and Contract Administrator

In this role you will wear many hats, but your knowledge will be essential in the following:

• Planning and monitoring the renewal proposal and contract workflow
• Gathering information from internal tools (SFDC, Seismic, Contract database, etc) and stakeholders supporting renewal & contract development
• Establishing and managing timelines, including holding stakeholders accountable
• Collaboration with Strategic Account Executives an/or Client Success Manager to execute the renewal proposal and contract amendment
• Data management of contract & product details
• Manage Contract Renewals: Oversee aspects of customer renewal proposal and contract/amendment, ensuring timely and accurate processing.
• Communication: Communicate with internal teams and where appropriate clients regarding their renewal proposal, contract status and any changes.
• Proposal Preparation: Prepare and issue renewal quotes and proposals, ensuring they meet client needs and company standards.
• Collaboration: Work closely with Sales, Client Success, and Legal teams to ensure customer satisfaction and resolve any issues before renewal deadlines.
• Record Keeping: Maintain accurate records of customer interactions, transactions, renewal statuses and product details in SFDC system.

What you bring to the Personify Health Team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• 2+ years of relevant experience in contract management, client success, customer service, or sales operations
• Experience with US health insurance, third party administrators, and SaaS contracts, is preferred

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

• Strong communication skills
• Excellent organizational and multitasking abilities
• Proficiency in SalesForce and Microsoft Office Suite
• Customer-oriented mindset
• Detail oriented with ability to manage multiple renewal proposals and contracts and ensure all details are accurately tracked and processed
• A proactive approach to identifying and addressing potential issues before they impact the renewal process
• Highly collaborative and able to organize and manage projects across multiple teams
• Quick learning self-starter with an outstanding record and demonstrated ability to develop processes, workflows and work with minimal supervision