Q2 is seeking a Renewal Specialist for our Sales Operations team who will be responsible for collecting, analyzing and reporting customer product and pricing relating information in an effort to support the current relationship management team's efforts to retain current customers.  

RESPONSIBILITIES:

• Organize and manage the overall renewal process and the mechanism to deliver high-quality proposals to the Relationship Management teams and to current customers
• Conduct interviews on a recurring basis with subject matter experts and technical staff in order to become more knowledgeable to gather, verify, and update content for responses
• Produce superior deliverables that conform to the company’s documentation and style guide standards
• Ensure the on-time submission of high-quality, competitive response documents including executive level summaries and reports
• Work collaboratively with other specialists and the sales teams to determine the appropriate response strategy
• Serve as a subject matter expert on overall renewal process and drive all aspects of a submission including identifying issues, forming suggestions, exercising good judgement, planning and conducting internal interviews and analyses, and synthesizing conclusions into recommendations
• Review and edit proposal and renewal drafts to ensure they are compliant with the requestor’s instructions and compelling to the intended audience
• Stay current with both proposal and financial services industry trends and incorporate relevant trends and information into day-to-day operations
• Demonstrate working knowledge of Q2 digital solutions
• Ensure that all security, availability, confidentiality and privacy policies are adhered to
• Leverage internal resources (e.g., Product department, demo environments, marketing materials, etc.) for up-to-date and accurate responses
• Coordinate renewal structure by performing complex analysis based on detailed customer invoices, usage metrics and strategic goals
• Coordinate and assist with negotiation between customers and Q2 stakeholders

 EXPERIENCE AND KNOWLEDGE:

• Bachelor's Degree in Business, Marketing, or related field (or equivalent work experience) Minimum 8 years of relevant industry experience in banking and financial services, software sales, professional writing or proposal management
• Former employment with a bank, credit union, or financial services vendor highly valued
• Experience with RFP/Proposal software/processes; proficiency in MS Word/Excel and Proposal Management Software mandatory
• Ability to manage complex processes including working with different stakeholders in order to accomplish company goals.  
• Experience with performing complex data analysis in order to provide guidance and suggestions to sales staff regarding deal structure and pricing.
• Project Management skills mandatory; PMP certification highly valued
• Knowledge of Q2 company solutions and services highly valued
• Experience with end-to-end sales cycles, allowing for understanding of sales stages, tools used, and win/loss evaluation
• Strong working knowledge of sales/technical content writing including via RFP and/or proposal response documents
• Comfort with research/interview techniques needed to gather information from internal and external sources
• Ability to navigate digital banking solutions to identify key benefits and articulate their functional application