Private Equity Portfolio Solutions Operations at Drawbridge in NY

Responsibilities

• · Drive accuracy in the renewal forecast.
• Provide Project Management for status updates (planning and agenda for calls), and tracking and analysis of data for PE Portfolio Companies in aggregate
• Own regular cadence of communication with customers for tracking and alignment, not simply case management.
• Evaluating performance, customer experience, and business outcomes to improve renewal rates, reduce manual effort, and lower cost-to-renew.
• · Develop PE Portfolio Solutions renewal playbooks, segmentation, workflows, templates, and escalation paths to create consistent customer experience across account sizes and renewal types.
• · Continuously improve the renewal process by analyzing losses, delays, customer feedback, and operational friction, then translating insights into measurable improvements.
• · Support VP of PE Portfolio Solutions by augmenting the workflow and processes within Salesforce, our platform, etc., driving improvements and streamlining materials and practices.

Requirements

• · 3–4+ years of experience in SaaS, software renewals, account management, customer success, sales, or a closely related commercial role.
• · Proven experience directly managing a renewals motion with accountability for retention, renewal execution, or recurring revenue outcomes.
• · Experience working in or closely with a Sales team, with strong commercial judgment and the ability to identify and advance expansion opportunities.
• · Strong customer communication and negotiation skills, including the ability to lead proactive midterm and renewal conversations.
• · Demonstrated ability to manage a portfolio of renewals with disciplined forecasting, prioritization, follow-up, and attention to detail.
• · Comfortable using CRM and automation tools to manage workflows, reporting, customer communication, and renewal visibility.
• · Strong cross-functional collaboration skills and a bias toward ownership, process improvement, and measurable commercial results.
• · Experience building or improving renewal segmentation, playbooks, automated renewal workflows, or digital/self-service renewal motions.
• · Familiarity with Private Equity and Portfolio Companies
• · Experience with contract lifecycle management, e-signature, quoting, billing, or subscription management tools.
• · Track record of improving retention metrics or generating expansion revenue through renewals.
• · Comfort using data to identify churn risk, prioritize accounts, and improve renewal performance.
• · Experience partnering with Customer Success, Finance, Legal, Operations, and Product teams in addition to Sales.

Skills

Required

• SaaS and software renewals
• Account management
• Customer success
• Sales
• Commercial judgment
• Customer communication
• Negotiation
• Forecasting
• Prioritization
• Follow-up
• Attention to detail
• CRM and automation tools

Preferred

• Renewal segmentation
• Playbook development
• Automated renewal workflows
• Digital/self-service renewal motions
• Private Equity and Portfolio Companies
• Contract lifecycle management
• E-signature tools
• Quoting tools