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Manager, Renewals & Operations

Orion Advisor Solutions LLC Omaha, NE
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About this Opportunity:
As the Manager, Renewals & Operations at Orion, you will lead a team of Renewal Specialists and Salesforce Administrators who play a critical role in driving customer retention, revenue growth, and operational efficiency. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, youll get to:

  • Lead and mentor the Renewals team

  • Manage, coach, and develop a team of Renewal Specialists to achieve individual and team goals for renewals, upsells, and customer satisfaction

  • Supervise and provide guidance to Salesforce Administrators, ensuring the optimal configuration and maintenance of Salesforce to support business processes

  • Define and execute strategies to maximize renewal rates, minimize churn, and identify opportunities for expansion within the existing customer base

  • Establish and refine processes for renewals, contract management, and Salesforce administration to ensure efficiency and accuracy

  • Partner effectively with Sales, Customer Success, Product, and other teams to align on goals and ensure seamless customer experiences

  • Monitor renewal performance, track key metrics, and provide insights to leadership on trends, risks, and opportunities

  • Promote the effective use of Salesforce across the organization and identify opportunities to leverage its capabilities to improve business processes

  • Oversee data management practices within Salesforce to maintain data accuracy and completeness

  • Keep abreast of the latest trends in customer success, renewals management, and Salesforce administration

Were looking for talent who:

  • Has a minimum of 7+ years of experience in Customer Success or Account Management

  • Has proven track record of leading teams and driving customer retention in a SaaS environment

  • Has a minimum of 3+ years of experience managing Salesforce Administrators

  • Demonstrates ability to guide and mentor Salesforce administrators in optimizing the platform for business needs

  • Has expertise in developing and implementing effective renewal strategies to maximize customer lifetime value

  • Has ability to inspire, motivate, and coach individuals to achieve high performance

  • Has ability to build strong relationships with internal and external stakeholders

  • Has ability to analyze data, identify trends, and develop solutions to improve processes and outcomes

  • Strong understanding of Salesforce functionality and best practices for configuration, customization, and reporting

  • Hands-on experience with user management, security, data management, and workflow automation within Salesforce

  • Holds a current Salesforce Administrator certification, demonstrating a strong foundation in Salesforce administration

  • Has a minimum of a high school diploma or equivalent

  • Obtains Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite

#LI-Hybrid

Salary Range:

$94,869.00 - $146,945.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.





Date Posted March 8, 2025
Date Closes April 7, 2025
Requisition R2128
Located In Omaha, NE
SOC Category 00-0000.00
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