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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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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • ApexLanguages
    • D3JSLibraries
    • ReactLibraries
    • Google AnalyticsAnalytics
    • PardotAnalytics
    • TrelloManagement
    • SalesforceManagement
    • SalesforceCRM

Location

You can't beat the location! Our building is connected to Oglivie Station and is across the street from the Madison St. exit of Union Station.

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?

Fusion provided me with multiple opportunities to learn and cultivate new skills and continues to support my growth at a professional and personal level. Fusion offers a fun, dynamic environment, that has allowed me to explore challenging assignments to expand my skill set and play a pivotal role for the rapid growth of the company.

Ramya

Director of Technology Evangelism

How do you empower your team to be more creative?

Collaboration and team brainstorming sessions are key when it comes to empowering creativity. Open and transparent lines of communication with your teams provides them with the flexibility to share ideas and gather feedback on their projects. Lastly, always celebrate the wins, even if they are small.

Shannon

Vice President, Marketing

What’s the vibe like in the office?

Family-oriented. We take care of each other as family and truly show it on a daily. Your interests are our interests. There's always something to connect us.

Crystal

Project Manager

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; commuter benefits; and 401K matching with no vesting period, we also offer monthly partial cell phone reimbursements, a wellness program, and fitness subsidies, paid volunteer time, parental leave, and more! We also offer flexible scheduling 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 three Employee resources groups (Black/African-American; LGBTQ+; and Women), a volunteer committee, and our social activities squad. Even while working remotely, we have maintained fostering connections through virtual events such as lunch n’ learns, happy hours, and live concerts.

We have given special options and offerings during the COVID-19 pandemic in 2020 including extra paid time off, educational resources for all employees, and parental subsidies.

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
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.
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave
Childcare benefits
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
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.
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Paid industry certifications

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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