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Be ready to walk through how you managed a renewal or deadline-driven book of work: prioritization, escalation, and how you kept data accurate. Prepare examples of cross-team coordination (sales, CS, finance) and calm customer communication when a renewal is at risk. Ask how Optiv measures renewals ops success and what tools own the pipeline.
Strong fit if you are organized, comfortable remote, and motivated by keeping client relationships and revenue continuous rather than hunting net-new deals. Thin public data means verify team structure, tools, and metrics with the recruiter.
As a Client Operations Specialist – Renewals at Optiv, a typical day centers on keeping customer renewals on track. You would track upcoming renewals, work account and sales partners on timelines, update CRM or renewal systems, resolve blockers with customers, and document status so revenue and coverage do not lapse. Remote days mix inbox triage, scheduled check-ins, and clean handoffs.
No occupation or certification package was supplied. Prioritize CRM hygiene, renewal pipeline tracking, clear written updates, and stakeholder follow-through. Any security-industry context will come from Optiv’s products and customers, not from a fixed cert path in this dataset.
Yes. The listing is remote in the United States.
It points to client operations work that tracks and advances contract or service renewals so existing customers stay covered without gaps.
No certification resources were provided for this listing; confirm any preferred credentials with Optiv during the process.
Website: optiv.com
Public cache only — not an employee review.
Optiv is hiring a Client Operations Specialist – Renewals to join our United States team and serve as a vital sales-support partner driving recurring renewal revenue. If you thrive in a fast-moving environment where accuracy, relationships, and margin strategy intersect, this role offers the chance to make an immediate impact. About the Role The Client Operations Specialist – Renewals (COS-R) partners closely with Client Managers and Client Directors to manage their book of recurring renewal and maintenance contract business. Supporting the Great Lakes region, you will proactively prepare quotes, process orders, resolve customer questions, and untangle issues so that field sellers can focus on face-to-face client meetings. By managing the renewal pipeline end to end, you help protect and grow Optiv's gross margins while delivering a seamless client experience. Key Responsibilities Monitor renewal business in Salesforce.com, generating timely quotes, validating service contracts, auditing accounts, and managing the full renewable pipeline. Respond quickly and accurately to internal teams, clients, manufacturers, and distributors while delivering outstanding service. Identify upsell, cross-sell, multi-year, co-term, and technology-refresh (EOL/EOS) opportunities in partnership with the client team. Recommend competitive pricing strategies using pricing tools, and negotiate discounts with vendors and distributors to maximize value and margin. Prepare and submit accurate purchasing orders and provide system reporting on request. Act as liaison between client-facing leaders and Optiv's internal business units, and complete client documentation such as RFPs and supplier forms. Maintain account health, data integrity, and credit standing while following up across the renewals sales cycle. Participate in compliance training, systems improvements, user-acceptance testing, and ongoing product, industry, and career development. Qualifications Associate's degree (A.A.) or equivalent, or six months to one year of related experience/training, or an equivalent combination (preferred). Two or more years in a Business-to-Business sales or client services role (required); renewal contract management experience preferred. Prior CRM experience required, with Salesforce.com preferred; two years in technical or IT industries preferred. Intermediate Microsoft Outlook, Word, and Excel skills plus confident internet navigation. Proven ability to juggle competing priorities in a request-driven, fast-paced setting. Strong organization, sound independent judgment, relationship-building skills, and solid functional arithmetic. About…
Generated for personal interview prep · 2026-07-17 UTC · getajob.ai