Renewals Specialist, Financial Operations

Responsibilities

• Renewal Calculations & Proposal Preparation
• Own the initial internal calculation of renewal proposals, including pricing, quantities, pro-rata adjustments, and co-terming calculations. Ensure all figures are accurate, validated against internal systems, and ready for Renewal Opportunity Owners to progress.
• Pipeline Monitoring & Renewal Lifecycle Management
• Back-Office Support for Renewal Owners
• Renewal Deal Desk Preparation
• Assist Renewal Opportunity Owners in preparing for Renewals Deal Desk, ensuring all required data, documentation, and approvals are in order ahead of submissions. Monitor the pipeline of open renewal opportunities and assist in identifying those requiring inclusion on the Deal Desk docket.
• Salesforce & NetSuite Data Integrity
• Maintain complete, accurate, and up-to-date renewal data in Salesforce throughout the renewal lifecycle. Conduct regular audits between Salesforce and NetSuite to ensure billing records align with contracted terms. Identify and resolve discrepancies proactively to protect revenue accuracy and fore

Benefits

Additional Information

Join TRG Screen: Building World-Class Teams. One Expert at a Time. Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation? At TRG Screen, we're not just redefining how organizations manage their subscription expenses - we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth. Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound. About TRG Screen TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India. TRG Screen is a portfolio company of Vista Equity Partners, one of the world's largest and most respected private equity firms. Renewals Specialist, Financial Operations Data, Quality Control & Invoice Lifecycle Management Finance Department Reports to Global Renewals Manager Role Overview The Renewals Specialist is a critical operational role based within our Global Capability Centre (GCC) in India, supporting the broader Renewals team in delivering accurate, timely, and compliant contract renewals. Rather than managing a dedicated book of customers, this role functions as the operational backbone of the Renewals organization - ensuring data integrity, forecast accuracy, and cross-functional alignment so that Renewal Opportunity Owners can focus on advancing and closing deals. This individual will work closely with Renewals team members, Customer Success Managers, Finance, Product, and Sales to eliminate roadblocks, maintain pipeline visibility, and uphold the quality of renewal forecasting dashboards reviewed daily by executive leadership, including the CFO. The ideal candidate is highly detail-oriented, process-driven, and comfortable working across multiple systems and stakeholders in a fast-paced, high-accountability environment.

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