Renewals Specialist
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.
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.
Key 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
Own the day-to-day monitoring of the renewals pipeline, tracking renewal stages and proactively identifying risks to on-time closure. Follow up with Account Managers to confirm assigned renewals are being actively worked and that opportunity stages are progressing accurately in Salesforce. Escalate blockers to Renewals leadership as needed.
Back-Office Support for Renewal Owners
Support Renewals team members with back-end execution, including generating order forms and renewal paperwork based on direction provided by the team (e.g., multi-year extensions, percentage-based increases). Manage other administrative and operational functions required to move renewals forward efficiently.
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 forecast integrity.
Renewal Forecast Accuracy & At-Risk Tracking
Support Renewals leadership in maintaining the accuracy of renewal forecast dashboards used by executive leadership on a daily basis. Track at-risk renewals and validate that Upsell and Cancellation flags are accurately reflected in Looker forecasts. Conduct regular calls with Customer Success Managers to confirm forecast status and document outcomes including heal plays, saves, and downsells.
Invoice Management & Financial Validation
Take ownership of the end-to-end invoice release process, ensuring invoices are issued accurately and on time. Validate pricing, quantities, terms, and billing details across all relevant systems. Coordinate approvals with appropriate stakeholders and partner with Accounts Receivable to ensure timely release. Proactively resolve any data discrepancies or blockers that could delay invoicing.
Reporting, Analytics & Dashboard Maintenance
Support Renewals leadership with reporting, analytics, and ongoing maintenance of Looker dashboards. Provide data-driven insights to help the team identify trends, risks, and opportunities within the renewals portfolio.
Cross-Functional Relationship Management & Collaboration
Establish and maintain strong working relationships with Customer Success Managers, Product team members, Finance, and Sales. Serve as a proactive liaison to ensure that roadblocks to renewal are identified and addressed in a timely manner. Organize and facilitate team calls to review product updates and ensure the Renewals team stays current on new features and enhancements relevant to the renewal process.
Ad-Hoc Projects & Renewals Leadership Support
Support the Renewals leader with ad-hoc projects and initiatives as needed, including developing customer-facing materials (e.g., one-pagers highlighting product value and recent enhancements), executing steps related to AI-driven initiatives, and contributing to process improvement efforts across the renewals organization.
Salesforce Notes & Documentation
Update Salesforce notes and opportunity records on behalf of Renewals team members as directed, ensuring a complete and current audit trail of renewal activity and customer interactions.
Training & Professional Development
Complete all required internal training programs in a timely manner. Proactively stay informed on new products, platform features, and internal process updates, incorporating relevant knowledge into daily renewals support activities.
Required Skills & Experience
- 3+ years of experience in sales operations, revenue operations, renewals, or customer success support roles.
- Strong proficiency with Salesforce, including data entry, pipeline management, and opportunity tracking.
- Experience with NetSuite or similar ERP/billing systems, with the ability to reconcile data across platforms.
- Demonstrated ability to support reporting and analytics functions; experience with Looker or comparable BI/dashboard tools is a plus.
- High attention to detail with a proven track record of accuracy in data-sensitive, high-volume environments.
- Strong cross-functional collaboration skills with the ability to work effectively across Sales, Finance, Customer Success, and Product teams.
- Excellent written and verbal communication skills, with the ability to follow up professionally and persistently with stakeholders at multiple levels.
- Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Comfortable working in a GCC (Global Capability Centre) environment and supporting a geographically distributed team.
Preferred Qualifications
- Experience with Looker or other business intelligence and dashboard tools.
- Proficiency in Lucidchart or similar flowcharting/process mapping tools.
- Familiarity with data analytics tools and the ability to conduct independent analysis.
- Experience working with AI productivity tools such as Claude, ChatGPT, or similar platforms.
- Prior exposure to SaaS renewal processes, subscription billing models, or recurring revenue operations.
Join TRG Screen and unlock your potential in an environment where innovation thrives, opportunities abound, and your contributions make a difference. We are an equal opportunities employer. We recognise and value the power of diversity in our workplace and are committed to being an employer of choice for everyone. We welcome and encourage applicants from all backgrounds. All applications for employment are considered strictly on the basis of merit.
At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change.
We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply.