Smartsheet is seeking a dedicated, experienced Third Party Risk Management (TPRM) Senior Analyst to join our Risk team. This is a high-visibility, cross-functional role that requires sustained focus and ownership; you will be a primary point of contact for vendor risk across the organization, interfacing regularly with cross-functional teams (Legal, Procurement, Privacy, and Information Security) as well as system owners.

This role is a meaningful commitment. You will own a portfolio of vendor assessments and help drive program maturity. We are looking for someone who brings deep focus and genuine investment to this work, the kind of professional who sees TPRM not as a checkbox function but as a critical enabler of trust for a global SaaS platform.

You will report to the Third Party Risk Integration Manager located in the US. This role is eligible for remote work within Costa Rica. You  must reside in Costa Rica.

^{You Will}

• Lead end-to-end Third Party Risk Assessments for new and existing vendors, including vendor tiering, scoping, questionnaire management, and findings documentation.
• Own the ongoing monitoring and tracking of vendor risk across Smartsheet's third-party portfolio, ensuring timely follow-up on remediation activities and risk acceptance decisions.
• Evaluate vendor security documentation including SOC 2 reports, penetration testing results, ISO certifications, and other control attestations — and translate findings into clear, actionable risk summaries for stakeholders.
• Drive process improvement initiatives within the TPRM program, identifying opportunities to scale and mature the program through better tooling, automation, and workflow design.
• Collaborate cross-functionally with Legal, Procurement, Information Security, Privacy, and business stakeholders to ensure vendor risk considerations are embedded in sourcing and renewal decisions.
• Leverage AI tools (including Claude and Microsoft Copilot) to increase efficiency in vendor reviews and documentation — while applying sound judgment to review, validate, and take accountability for AI-generated outputs.
• Contribute to broader risk program activities including risk reporting, policy review, and program documentation as part of a lean, high-performing Risk team.
• Support the development of TPRM metrics and reporting to provide leadership with meaningful visibility into the organization's third-party risk exposure.
• Other job duties as assigned

You have

• 5+ years of experience in third party risk management, vendor risk, GRC, information security, audit, or compliance — with direct experience conducting vendor or third-party risk assessments.
• Practical knowledge of one or more risk or regulatory frameworks such as NIST, ISO 27001, COSO, COBIT, AICPA SOC/TSP, PCI DSS, or similar.
• Familiarity with vendor security questionnaire frameworks, including SIG (Shared Assessments) and/or CSA CAIQ.
• Demonstrated ability to review and interpret SOC 2 reports, penetration testing summaries, and other vendor security attestations.
• Experience working in cross-functional environments involving Legal, Procurement, and/or Engineering stakeholders.
• Strong written and verbal communication skills in English, with the ability to translate technical risk findings into clear business language.
• Effective critical thinking and judgment — able to assess risk materiality, prioritize competing demands, and escalate appropriately.
• Comfort working with and evaluating AI-generated content, with a clear understanding of the need to verify outputs before relying on them in risk decisions.
• Adaptability to evolving regulatory requirements and a genuine interest in staying current on the third-party risk landscape.

Nice to have

• Experience with vendor risk management platforms such as AuditBoard, Archer, OneTrust, ServiceNow GRC, Vanta, or Coupa.
• Background in SaaS, cloud, or technology company environments.
• Familiarity with AI-assisted workflows in a GRC or compliance context.
• Experience supporting or contributing to audit processes (e.g., SOC 2, ISO 27001, BARR).
• Relevant certifications such as CISA, CRISC, CTPRP, or equivalent.
• Experience with operational risk across multiple business units, legal entities, or jurisdictions.

Teleworking options from any registered location in Costa Rica (role specific)

Responsibilities

We are looking for an exceptional Sr. Technical Consultant (Post Sales) to join our growing team. In this role, you will assist customers in adopting the Workato platform for integration and automation from both business and technical perspectives. You will be defining and driving best practices, working with customer business and technical stakeholders. You will help Workato extend the functionality of our product and continuously improve our engagement best practices. This is a remote role; candidates based anywhere in India are welcome to apply! In this role, your responsibilities would include:

• Onboarding new customers onto Workato’s platform by providing technical consulting, guidance, and enablement to customers to achieve value quickly   

• Engaging with customers to gather integration and automation requirements and leading the solution design process jointly with customers

• Sharing best practices from a business and technical perspective, related to deployment models and governance structures

• Working closely with Product and Engineering to review customer requirements and feedback, and identify opportunities for Workato platform enhancements, while managing customer expectations

• Becoming a Workato evangelist with the ability to demonstrate how Workato can drive business automation in both direct deployments and embedded solutions across a broad set of industries

• Becoming a trusted customer advisor and a customer advocate within Workato

• Participating in and conducting post-onboarding deployment health checks and guidance on integration and process optimizations

• Contributing to the growth of our technical consulting team by creating or enhancing content such as presentations, demos, best practices, architecture patterns, and online courses for use by both customers and enabling our extended team

• Prioritizing and delivering an outstanding customer service experience to Workato customers

• Manage multiple priorities and projects simultaneously, as well as any other duties that may be assigned from time to time

Requirements

Qualifications / Experience / Technical Skills

• 5+ years of hands-on experience in solutions and implementation consulting

• Knowledge and understanding of integrations and system design principles

• Good understanding of technology and industry trends, especially in the app integration space

• Demonstrated implementation of quality integration solutions by applying best practices 

• Demonstrated good understanding of on-premise infrastructure & cloud-based deployments, configurations along with monitoring & management

• Demonstrated understanding of the SDLC & end-to-end experience in developing, supporting & troubleshooting integrations

• Demonstrated ability to create quality technical documentation 

• Experience working with at least one (1) Integration Platforms such as Workato, Tray, TIBCO, Dell Boomi, MuleSoft, WebMethods, Oracle Integration Suite

• Experience working with cloud business apps like Workday / NetSuite / Salesforce / Servicenow / SAP is a plus

• Experience with web development frameworks and knowledge of JS frontend and backend is a plus

• Experience with OEM or embedded SaaS solutions is a plus 

• Experience embedding third-party integrations or iFrames into web app is a plus

Soft Skills / Personal Characteristics

• Strong collaboration skills, ability to adapt to a dynamic start-up environment with a passion for making an impact

• Critical thinking, and analytical skills with an entrepreneurial and proactive mindset

• Ability to effectively prioritize tasks and manage time, even under high-pressure situations

• Strong written and oral communication skills in English, with the ability to convey complex technical concepts effectively to a non-technical audience

• Fast learner who can independently conduct extensive research and quickly synthesize ideas, information, and options

• Be proactive about solving problems and be ready to take on additional initiatives and responsibilities as they emerge

#LI-NJ1

(REQ ID: 2537)

Why You'll Love This Role: 

As a Senior Site Reliability Contractor, you will be involved in coding infrastructure automation with Terraform and Github Actions CI/CD. In this role, you will focus on improving our monitoring using Datadog, Sentry, and Cloudwatch. It will be critical to improve and automate our release processes to deploy Newsela services. You will have the opportunity to develop a rapport with a domain of application developers to improve infrastructure and monitoring for Newsela services in their ownership

What You'll Be Doing:

• Be on an on-call rotation to respond to incidents that impact Newsela.com availability and provide support for developers during internal and external incidents 
• Maintain and assist in extending our infrastructure with Terraform, Github Actions CI/CD, Prefect, and AWS services
• Build monitoring that alerts on symptoms rather than outages using Datadog, Sentry and CloudWatch
• Look for ways to turn repeatable manual actions into automations to reduce on-call toil
• Improve operational processes (such as deployments, releases, migrations, etc) to make them run seamlessly with fault tolerance in mind 
• Design, build and maintain core cloud infrastructure on AWS and GCP that enables scaling to support thousands of concurrent users
• Debug production issues across services and levels of the stack 
• Provide infrastructure and architectural planning support as an embedded team member within a domain of Newsela’s application developers 
• Plan the growth of Newsela’s infrastructure 

About You:

• Technical

  • Infrastructure as code: use Terraform and Github CI/CD for automation, containerize our environments (Docker, ECS), and leverage cloud technologies to meet our goals
  • Systems: manage, configure and troubleshoot operating system issues, storage (block and object), networking (VPCs, proxies and CDNs), and administer high-availability datastores (mySQL, Postgres, Neo4J) and Redis clusters
  • Monitoring and instrumentation: implement metrics in Datadog, Sentry, log management and related systems, and Slack/JIRA integrations
  • Engineering practices: availability, reliability and scalability, as well as disaster recovery
  • Work in a variety of languages: Shell, IaC, Python, SQL

  Execution

  • Planning: familiarity with agile methodologies; use epics, issues to drive projects
  • Organization: personal and team workload organization, OKR leadership
  • Management: able to self-organize and accomplish tasks asynchronously

  Collaboration and Communication

  • Leading and contributing to scope and designs for issues, epics, and OKRs
  • Contributing to Newsela architecture diagrams, process diagrams and runbook documentation
  • Completing Root Cause Analysis (RCA) investigations and perform readiness reviews
  • Improving team practices through code reviews, handoffs of work and incidents

  Influence and Maturity

  • Knowledge sharing, mentoring within SRE and developer teams
  • Self-awareness, handling conflict in the team, providing and receiving feedback
  • Maintaining good relationships with other engineering teams at Newsela that help improve the product
  • Accountability: willing to proactively step in and do the right thing while providing candid and constructive feedback
  •  

Please note that given the nature of the contract, this role will not be eligible to participate in company-sponsored benefits.

Why you’ll love working at Newsela:

• Health & Wellness: Comprehensive medical benefits with employer contribution to premiums and to HSA accounts. Additional benefits such as gym reimbursement, pet insurance, free access to the Calm app, Rocket Lawyer and more to help you stay healthy: mind, body, and soul. 
• Work From Home: We are a fully remote company. We provide a monthly tech stipend to support your WFH needs!
• Supporting ALL Families: Inclusive benefits to support you and your family, including parental leave, fertility support, adoption, and more! 
• Financial Wellbeing: Invest in your future with our 401(k) plan, which includes a employer match to help you build long-term financial security.
• Time Off: Flexible PTO, paid sick time off, company holidays plus winter break (Dec 24th - Jan 1st).
• Professional Development: Newsela offers an annual learning and development allowance to employees to attend external training sessions, classes, workshops, conferences, and educational materials to foster professional growth within their current role and career aspirations at Newsela.
• Make A Difference: No matter your role or department, the work you do each day helps share the future of education and improves the lives of students and teachers.

About Newsela:

Newsela is a leading education technology company dedicated to meaningful classroom learning for every student. We deliver integrated, AI-powered solutions designed to unlock student engagement, empower teachers, and drive meaningful learning outcomes. Our suite of products supports knowledge and skill development, writing practice, daily instruction, assessment, and data-informed decision-making across K–12 classrooms. Grounded in learning science research, Newsela’s solutions integrate content, assessment, and analytics to help educators track progress, understand student outcomes, and deliver high-impact instruction that supports every learner.

#LI-Remote

Principal, FP&A-English

As Principal, FP&A, reporting to the Head of FP&A, you will serve as the lead FP&A business partner to the Chief Commercial Officer (CCO), with responsibility for cost management, headcount planning, and financial consolidation across our Go-To-Market organization.
This role owns end to end oversight of Opex and headcount for our Sales, Revenue Operations, Marketing and Hedging teams, partnering closely with leadership, HR, and other Finance teams to ensure disciplined planning, accurate reporting, and clear visibility into cost drivers and trade offs. The role also partners with cross-functionally and with finance peers to plan, develop, align on and measure business cases and strategic initiatives, ensuring investments are financially sound, aligned with enterprise priorities and executed with clear ownership and accountability.

What You’ll Do

Business Partnership & Cost Leadership
• Act as the primary FP&A partner to the CCO and her leadership team
• Provide clear financial guidance on headcount planning, investment decisions, and operating cost trade offs
• Proactively identify cost risks, inefficiencies, and optimization opportunities across Commercial functions

Planning, Forecasting & Consolidation
• Lead annual budget, forecast, and long range planning processes for Opex, headcount and approved strategic initiatives
• Own monthly close, variance analysis, and cost consolidation for CCO functions
• Ensure alignment between forecasted headcount, actuals, and HR master data
• Coordinate with cross-functional finance peers to ensure financial plans reflect agreed initiatives, resourcing and timing

Strategic Initiatives & Business Case Support
• Partner cross functionally with Commercial, Product, Operations, Tech and FPA peers to develop, evaluate, and align on business cases for strategic initiatives, growth investments, and operating model changes
• Facilitate cross functional alignment on assumptions, ownership, timelines, and success metrics before investment approval
• Ensure approved business cases are embedded into budgets, forecasts, and operating plans across functions
• Track, measure, and communicate performance versus approved business cases, highlighting variances, risks, and required actions

Reporting & Executive Insights
• Deliver concise, executive ready reporting with clear explanations of drivers, risks, and corrective actions
• Support Executive Committee and Board reporting related to cost performance and outlook
• Ensure data integrity, consistency, and transparency across reporting outputs

Finance Governance & Process Excellence
• Partner with Accounting, HR, and Finance Systems to ensure accurate cost allocation and reporting
• Strengthen cost governance, controls, and operating rhythms
• Improve FP&A tools, models, and processes to support scalable growth

What Success Looks Like
• Commercial cost performance is well understood, controlled, and predictable
• Leadership has confidence in headcount and Opex forecasts
• Variances are explained clearly with forward looking implications
• FP&A is viewed as a trusted financial partner, not a reporting function

What We’re Looking For
• 10+ years of experience in FP&A, cost management, or corporate finance roles
• Strong experience partnering with senior commercial leaders
• Deep understanding of Opex, headcount modeling, and consolidation
• Excellent communication and stakeholder management skills

Why Convera
• Senior level ownership of Commercial FP&A
• Direct exposure to the CCO and executive leadership
• Key role in strengthening cost discipline in a growth oriented fintech
• Competitive compensation and comprehensive benefits

About Convera

Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers, educational institutions, financial institutions, law firms, and NGOs.

Our teams care deeply about the value we bring to our customers, making Convera a rewarding workplace. This is an exciting time for our organization as we build our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

• Market competitive salary.
• Great career growth and development opportunities in a global organization.
• Hybrid schedule with 2 in the office per week.
• Generous insurance (health, disability, life).
• Paid holidays, time-off, and leave policies for life events (maternity, paternity, adoption).
• Paid volunteering opportunities (5 days per year).
• Morning shift starting as early as 7:00 a.m.; flexibility required.

Apply now if you’re ready to unleash your potential.

Principal, FP&A-Español

Como Principal, FP&A, reportando a la cabeza de FP&A, actuarás como el principal socio de negocio de FP&A para la Chief Commercial Officer (CCO), con responsabilidad sobre la gestión de costos, la planificación de headcount y la consolidación financiera de toda nuestra organización de Go-To-Market.

Este rol es responsable de la supervisión integral de Opex y dotación de personal para los equipos de Sales, Revenue Operations, Marketing y Hedging, colaborando estrechamente con liderazgo, RR. HH. y otros equipos de Finanzas para garantizar una planificación disciplinada, reportes precisos y visibilidad clara de los impulsores de costos y compensaciones. El rol también colabora de manera transversal y con pares de Finanzas para planificar, desarrollar, alinear y medir casos de negocios e iniciativas estratégicas, asegurando que las inversiones sean financieramente sólidas, estén alineadas con las prioridades de la empresa y se ejecuten con clara asignación de responsabilidades y rendición de cuentas.

Lo Que Harás

Asociación Estratégica y Liderazgo en Costos
• Actuar como el principal socio de FP&A para la CCO y su equipo de liderazgo
• Proporcionar orientación financiera clara sobre planificación de dotación depersonal,decisiones de inversión y compensaciones de costos operativos
• Identificar proactivamente riesgos de costos, ineficiencias y oportunidades de optimización en las funciones Comerciales

Planificación, pronostico y Consolidación
• Liderar los procesos anuales de presupuesto, pronostico y planificación de largo plazo para Opex, dotación de personal e iniciativas estratégicas aprobadas
• Ser responsable del cierre mensual, análisis de variaciones y consolidación de costos para las funciones de la CCO
• Asegurar la alineación entre la dotación de personal proyectada, los resultados reales y los datos maestros de RR. HH.
• Coordinar con pares financieros transversales para asegurar que los planes financieros reflejen iniciativas, recursos y tiempos acordados

Iniciativas Estratégicas & Soporte de casos de negocios
• Colaborar transversalmente con equipos Comerciales, Producto, Operaciones, Tecnología y pares de FP&A para desarrollar, evaluar y alinear casos de negocios de iniciativas estratégicas, inversiones de crecimiento y cambios en el modelo operativo
• Facilitar la alineación transversal sobre supuestos, responsables, cronogramas y métricas de éxito antes de la aprobación de inversiones
• Asegurar que los casos de negocios aprobados se integren en presupuestos, pronostico y planes operativos entre funciones
• Dar seguimiento, medir y comunicar el desempeño frente a los casos de negocios aprobados, destacando variaciones, riesgos y acciones requeridas

Reportes y Análisis para la Alta Dirección
• Entregar reportes concisos, de nivel ejecutivo, con explicaciones claras de impulsores, riesgos y acciones correctivas
• Apoyar reportes al Comité Ejecutivo y al Board relacionados con desempeño de costos y perspectivas
• Asegurar integridad de datos, consistencia y transparencia en los outputs de reporting

Gobernanza Financiera & Excelencia de Procesos
• Colaborar con Contabilidad, RR. HH. y Sistemas Financieros para asegurar asignación y reporte precisos de costos
• Fortalecer la gobernanza de costos, los controles y los ritmos operativos
• Mejorar herramientas, modelos y procesos de FP&A para apoyar un crecimiento escalable

Cómo Se Ve el Éxito
• El desempeño de costos Comerciales es bien entendido, controlado y predecible
• El liderazgo tiene confianza en los forecasts de headcount y Opex
• Las variaciones se explican claramente con implicaciones a futuro
• FP&A es visto como un socio financiero de confianza, no solo como una función de reporting

Lo Que Buscamos
• Más de 10 años de experiencia en FP&A, gestión de costos o roles de finanzas corporativas
• Sólida experiencia colaborando con líderes comerciales senior
• Comprensión profunda de Opex, modelado de dotación de personal y consolidación
• Excelentes habilidades de comunicación y gestión de stakeholders

Por Qué Convera
• Responsabilidad de nivel senior en FP&A Comercial
• Exposición directa a la CCO y al liderazgo ejecutivo
• Rol clave en el fortalecimiento de la disciplina de costos en una fintech orientada al crecimiento
• Compensación competitiva y beneficios integrales

Acerca de Convera
Convera es la mayor empresa no bancaria de pagos B2B transfronterizos del mundo. Anteriormente conocida como Western Union Business Solutions, aprovechamos décadas de experiencia en la industria y soluciones de pago impulsadas por tecnología para ofrecer movimientos de dinero más inteligentes a nuestros clientes, ayudándoles a capturar más valor en cada transacción. Convera sirve a más de 30,000 clientes, que van desde pequeños empresarios hasta tesoreros corporativos, instituciones educativas, instituciones financieras, firmas legales y ONG.

Nuestros equipos se preocupan profundamente por el valor que brindamos a nuestros clientes, lo que hace de Convera un lugar de trabajo gratificante. Este es un momento emocionante para nuestra organización, ya que construimos nuestro equipo con personas orientadas al crecimiento, enfocadas en resultados y con ganas de avanzar rápido en un entorno innovador.

Como empresa verdaderamente global con colaboradores en más de 20 países, nos apasiona la diversidad; buscamos y celebramos personas de diferentes orígenes, estilos de vida y puntos de vista únicos. Queremos trabajar con el mejor talento y fomentar una cultura de inclusión y pertenencia.

Ofrecemos una amplia gama de beneficios competitivos, que incluyen:
• Salario competitivo con el mercado.
• Excelentes oportunidades de crecimiento y desarrollo profesional en una organización global.
• Modalidad híbrida con 2 días en oficina por semana.
• Seguro generoso (salud, discapacidad y vida).
• Días festivos pagados, tiempo libre y licencias por eventos de vida (maternidad, paternidad, adopción).
• Oportunidades de voluntariado pagadas (5 días al año).
• Turno matutino con inicio tan temprano como a las 7:00 a. m.; se requiere flexibilidad.

Postúlate ahora si estás listo/a para liberar todo tu potencial.

WHY YOU SHOULD JOIN OUR TEAM:

At Smartcat, you will join a high-impact Renewal Manager function embedded within our Revenue organization. We operate as a fully remote team that values ownership, accountability, and continuous improvement.

In this role, you will own the renewal and escalation process for a defined segment of customers (under $10,000 in ARR), playing a critical role in protecting recurring revenue and delivering a seamless customer experience. You’ll collaborate closely with Customer Success, Sales, Finance, and RevOps to ensure renewals are proactive, organized, and frictionless.

If you’re detail-oriented, process-driven, and motivated by measurable impact on revenue retention, this is a role where you can directly influence company growth while building scalable operational foundations.

MISSION:

The mission of the Renewal Manager  is to maximize renewal rate and protect recurring revenue within the sub-$10K customer segment by owning the end-to-end renewal process and managing escalations efficiently and professionally.

You will ensure timely auto-renewal communications, proactively engage customers approaching renewal, remove friction in the contracting process, and coordinate internal stakeholders when expansion opportunities arise. Your success is measured primarily by renewal rate and revenue retention within your assigned segment.

OUTCOMES:

What we’re looking for someone in this role to achieve:

− Own the end-to-end renewal process for customers under $10K ARR, ensuring on-time, seamless contract execution and high renewal rates.

− Proactively manage auto-renewal reminders and customer communications, ensuring customers are informed well in advance of renewal dates.

− Engage directly with customers to answer renewal-related questions, address concerns, and remove blockers to contract execution.

− Generate, manage, and facilitate order forms and renewal agreements; coordinate signatures and ensure documentation accuracy in CRM and billing systems.

− Identify upsell or expansion opportunities during renewal conversations and seamlessly hand off qualified opportunities to the appropriate Mid-Market Sales Representative.

− Manage and triage escalations within the segment, coordinating with Product, Support, Finance, or Sales as needed to resolve issues efficiently and protect revenue.

− Maintain accurate renewal forecasting and CRM hygiene, ensuring leadership has visibility into renewal risk and performance metrics.

− Achieve or exceed renewal rate targets for the assigned customer segment.

HOW YOU’LL RAMP:

By Day 30…
You will complete onboarding on Smartcat’s Language AI platform, renewal processes, billing systems, and CRM workflows. You’ll shadow renewal conversations, review past renewal cycles, and learn escalation pathways. By the end of your first month, you will begin managing a small subset of renewal accounts under supervision and facilitate your first completed renewal.

By Day 60…
You will independently manage your assigned portfolio of sub-$10K customers. You’ll send renewal reminders proactively, conduct renewal conversations, create order forms, and coordinate signatures. You’ll begin identifying early upsell signals and collaborating with Mid-Market Sales on handoffs. You are expected to meet baseline renewal rate targets and maintain clean CRM records.

By Day 90…
You will fully own your renewal segment and consistently achieve or exceed renewal rate goals. You’ll confidently manage escalations, reduce friction in the renewal process, and proactively flag churn risks. You’ll also contribute ideas to improve renewal automation, communication templates, and operational efficiency.

WHAT YOU’VE ACCOMPLISHED:

Qualifications we’re looking for:

− Demonstrated track record of owning measurable outcomes (retention, renewals, revenue targets, operational KPIs, or similar performance-based goals).

− Experience in Customer Success, Revenue Operations, Sales Operations, Renewals, or a customer-facing operational role in a SaaS environment.

− Strong organizational skills with exceptional attention to detail; comfortable managing multiple renewal timelines simultaneously.

− Clear, professional written and verbal communication skills; able to handle customer objections and escalations calmly and effectively.

− Experience working with CRM systems (e.g., Salesforce, HubSpot), contract/order form processes, and billing workflows.

− Ability to identify revenue expansion signals and collaborate cross-functionally to drive smooth handoffs to Sales.

− Process-oriented and proactive; motivated by improving systems and reducing friction in recurring revenue workflows.

− Comfortable working in a fully remote, fast-paced, high-growth environment.

WHY YOU SHOULD JOIN OUR TEAM:

At Smartcat, you will join a high-impact Renewal Manager function embedded within our Revenue organization. We operate as a fully remote team that values ownership, accountability, and continuous improvement.

In this role, you will own the renewal and escalation process for a defined segment of customers (under $10,000 in ARR), playing a critical role in protecting recurring revenue and delivering a seamless customer experience. You’ll collaborate closely with Customer Success, Sales, Finance, and RevOps to ensure renewals are proactive, organized, and frictionless.

If you’re detail-oriented, process-driven, and motivated by measurable impact on revenue retention, this is a role where you can directly influence company growth while building scalable operational foundations.

MISSION:

The mission of the Renewal Manager  is to maximize renewal rate and protect recurring revenue within the sub-$10K customer segment by owning the end-to-end renewal process and managing escalations efficiently and professionally.

You will ensure timely auto-renewal communications, proactively engage customers approaching renewal, remove friction in the contracting process, and coordinate internal stakeholders when expansion opportunities arise. Your success is measured primarily by renewal rate and revenue retention within your assigned segment.

OUTCOMES:

What we’re looking for someone in this role to achieve:

− Own the end-to-end renewal process for customers under $10K ARR, ensuring on-time, seamless contract execution and high renewal rates.

− Proactively manage auto-renewal reminders and customer communications, ensuring customers are informed well in advance of renewal dates.

− Engage directly with customers to answer renewal-related questions, address concerns, and remove blockers to contract execution.

− Generate, manage, and facilitate order forms and renewal agreements; coordinate signatures and ensure documentation accuracy in CRM and billing systems.

− Identify upsell or expansion opportunities during renewal conversations and seamlessly hand off qualified opportunities to the appropriate Mid-Market Sales Representative.

− Manage and triage escalations within the segment, coordinating with Product, Support, Finance, or Sales as needed to resolve issues efficiently and protect revenue.

− Maintain accurate renewal forecasting and CRM hygiene, ensuring leadership has visibility into renewal risk and performance metrics.

− Achieve or exceed renewal rate targets for the assigned customer segment.

HOW YOU’LL RAMP:

By Day 30…
You will complete onboarding on Smartcat’s Language AI platform, renewal processes, billing systems, and CRM workflows. You’ll shadow renewal conversations, review past renewal cycles, and learn escalation pathways. By the end of your first month, you will begin managing a small subset of renewal accounts under supervision and facilitate your first completed renewal.

By Day 60…
You will independently manage your assigned portfolio of sub-$10K customers. You’ll send renewal reminders proactively, conduct renewal conversations, create order forms, and coordinate signatures. You’ll begin identifying early upsell signals and collaborating with Mid-Market Sales on handoffs. You are expected to meet baseline renewal rate targets and maintain clean CRM records.

By Day 90…
You will fully own your renewal segment and consistently achieve or exceed renewal rate goals. You’ll confidently manage escalations, reduce friction in the renewal process, and proactively flag churn risks. You’ll also contribute ideas to improve renewal automation, communication templates, and operational efficiency.

WHAT YOU’VE ACCOMPLISHED:

Qualifications we’re looking for:

− Demonstrated track record of owning measurable outcomes (retention, renewals, revenue targets, operational KPIs, or similar performance-based goals).

− Experience in Customer Success, Revenue Operations, Sales Operations, Renewals, or a customer-facing operational role in a SaaS environment.

− Strong organizational skills with exceptional attention to detail; comfortable managing multiple renewal timelines simultaneously.

− Clear, professional written and verbal communication skills; able to handle customer objections and escalations calmly and effectively.

− Experience working with CRM systems (e.g., Salesforce, HubSpot), contract/order form processes, and billing workflows.

− Ability to identify revenue expansion signals and collaborate cross-functionally to drive smooth handoffs to Sales.

− Process-oriented and proactive; motivated by improving systems and reducing friction in recurring revenue workflows.

− Comfortable working in a fully remote, fast-paced, high-growth environment.

About the Role

We are looking for a customer-focused individual to help shape the future of our Tebra platform. This role is an exciting and challenging opportunity to be a partner in an embedded team of cross-functional counterparts. You will be joining a close-knit, collaborative product design culture with a focus on raising the bar of the day-to-day product experience for our healthcare providers and their patients.

Your Area of Focus

• You contribute to the vision and design strategy that connects customer and business value.
• You have strong creative and conceptual design skills and the ability to evolve ideas that drive innovation.
• You have an effortless working knowledge of design fundamentals, principles, and core skills. 
• You build and utilize your product knowledge to navigate ambiguity, identify opportunities and define customer problem statements. 
• You need minimal direction on design methods and approaches to validate solutions. 
• You can facilitate cross-functional, collaborative ideation sessions using a variety of methods.
• You make proficient use of design system guidelines and contribute to components and patterns that include optimization and refinements to structural elements and patterns.
• You are a strong collaborator and communicator who creates understanding, drives alignment, and can work independently.  
• You are an effective presenter with the ability to anticipate questions and concerns, articulate a data supported point of view, synthesize and process feedback, and determine next steps.
• You have a working knowledge of business logic and dependencies between design, front-end development, and back-end technologies and the ability to successfully navigate the capabilities and constraints of existing technical systems.
• You work closely and in partnership with your product and engineering counterparts and outside of your core team inclusive of other designers, research, marketing, sales, and customer service.
• You can lead customer research sessions with some support and: interview customers effectively; guide the process to glean effective insights; and uncover and socialize areas of opportunity. 
• You possess a working understanding of various research methods, including rapid prototyping, card sorting, affinity mapping. 
• You are comfortable evaluating and leveraging AI tools to augment processes that result in efficiency and quality improvement.
• You seek out and incorporate both quantitative and qualitative data for use in reasoning and decision making.
• You seek out feedback and inputs from a variety of sources in order to move solutions forward, drive innovation, contribute to a connected and holistic overall experience for our customers and users, and invest in your relationships with peers and stakeholders.

Your Professional Qualifications

• 3+ years of experience in a FT Product Design role (not inclusive of internships or bootcamp courses)
• Experience in B2B and/or B2C (SMB customer experience a plus; previous Healthcare a plus)
• Has a portfolio that demonstrates the following:
• Ability to deliver simplified, intuitive, and responsive user experiences for complex operations and flows—AI native experiences a plus (desktop web, mobile web, native app) 
• Ability to use data insights to iterate on design solutions
• Accomplished to expert level in several of the following skills:
• UX Design
• Visual User Interface Design
• Interaction Design
• Responsive Design
• Mobile + native mobile design
• Rapid Prototyping + iterative design
• Information Architecture
• Accessibility
• Qualitative + Quantitative data synthesis
• Experience working with a design system
• Expert with Figma suite of tools (including FigJam and FigmaMake)
• Experience leveraging AI tools in product design process
• Growth Mindset

(For Recruiter use only) #LI-SS1 #LI-Hybrid