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Senior Associate Renewal Manager, Adaptive Planning
OTHERSan José

Summary

Location

San José

Type

OTHER

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About this role

Your work days are brighter here.

We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too.

About the Team

We are a detail-oriented, hard-working team within the Adaptive Planning Customer Success organization, driving crucial financial outcomes and customer retention (specifically minimizing churn) for Workday's global Adaptive Planning portfolio. The team promotes Workday's core values with a strong dedication to our employees and operates as a critical link between Sales, Finance, and Legal. This position supports global customers and reports to the Manager, Renewal Manager based in Costa Rica.

About the Role

Workday is seeking a versatile Senior Associate Renewal Manager to join the Adaptive Planning Customer Success team. This role is a strategic execution position, acting as a trusted, high-efficiency advisor to Adaptive Planning Sales and Customer Success teams. The role requires an individual who is analytical, possesses exceptional organizational skills, and excels at managing a high-velocity workflow in a fast-paced environment.

As a Senior Associate Renewal Manager, you will be responsible for owning the renewal cycle for a designated high-volume segment of the global planning account portfolio.

Key Responsibilities:

  • Renewal Execution: Execute the end-to-end renewal process for approximately 250 Adaptive Planning accounts globally, ensuring on-time closure and minimizing financial attrition (reducing product churn).

  • Quoting and Documentation: Prepare detailed renewal quotes, perform deal calculations (using CPQ/quoting tools and supplementary spreadsheets), and manage the modification of commercial contract documents.

  • Negotiation Support: Conduct negotiations on standard renewal facets to maximize contract value and maintain a positive customer relationship, working closely with Customer Success Managers.

  • Process & Forecast Adherence: Assist in maintaining accurate forecasting and reporting on renewal status and ensure consistent and timely progression of renewal opportunities through defined sales stages.

  • Risk & Mitigation: Flag potential risk accounts to senior team members for mitigation strategies.

  • Cross-Functional Facilitation: Serve as the primary liaison between Sales, Customer Success, Legal, Finance, and Deal Operations to resolve commercial roadblocks and ensure seamless deal flow.

  • Compliance: Follow and adhere to all internal best practices for Opportunity Management, Data Quality, and Quotation accuracy.

  • Work in a flex model environment (50% in office/50% remote) each fiscal quarter.

About You

Basic Qualifications:

  • 2+ years of demonstrated success working in Sales Operations, Deal Management, or Renewal Management within a B2B environment, preferably in SaaS companies. 

  • Proven experience handling a high-volume portfolio of customer accounts or transactions.

  • Fluent in English

Other Qualifications:

  • Bachelor's Degree or equivalent experience in Business, Finance, or a related field.

  • Strong proficiency with Salesforce and CPQ/Apttus tools.

  • Advanced ability to manipulate data and formulas in Microsoft Excel and/or Google Sheets.

  • Experience responding to contract edits, AKA "red lines," and managing basic commercial negotiations.

  • Technology Adoption: Familiarity with leveraging automation or AI-powered tools to enhance commercial workflows and reporting efficiency.

  • Experience in the SaaS industry, preferably with planning/enterprise software.

  • Excellent interpersonal and written communication skills to articulate commercial terms clearly and negotiate with renewing customers.

  • Comfortable investigating and finding solutions to complex sales proposals and contract challenges.

  • Ability to quickly prioritize a high volume of work and execute tasks efficiently under tight deadlines.

  • Self-Driven: Demonstrated ability to be self-driven, autonomous, and take ownership of a large, complex portfolio.

  • Strong analytical skills with a detail-oriented and process-minded approach.

  • Great Workday ambassador, demonstrating our core values and contributing to a strong and positive Workday culture.

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Other facts

Tech stack
Sales Operations,Deal Management,Renewal Management,SaaS,Customer Success,Negotiation,Forecasting,Data Analysis,Salesforce,CPQ,Excel,Communication,Problem Solving,Self-Driven,Detail-Oriented,Process Management

About Workday

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics are built with artificial intelligence and machine learning at the core to help organizations around the world embrace the future of work. Workday is used by more than 10,000 organizations around the world and across industries – from medium-sized businesses to more than 50% of the Fortune 500.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Software Development

What you'll do

  • The Senior Associate Renewal Manager will execute the end-to-end renewal process for approximately 250 Adaptive Planning accounts globally, ensuring timely closure and minimizing financial attrition. This role also involves preparing renewal quotes, supporting negotiations, and facilitating cross-functional collaboration.

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Frequently Asked Questions

What does a Senior Associate Renewal Manager, Adaptive Planning do at Workday?

As a Senior Associate Renewal Manager, Adaptive Planning at Workday, you will: the Senior Associate Renewal Manager will execute the end-to-end renewal process for approximately 250 Adaptive Planning accounts globally, ensuring timely closure and minimizing financial attrition. This role also involves preparing renewal quotes, supporting negotiations, and facilitating cross-functional collaboration..

Why join Workday as a Senior Associate Renewal Manager, Adaptive Planning?

Workday is a leading Software Development company.

Is the Senior Associate Renewal Manager, Adaptive Planning position at Workday remote?

The Senior Associate Renewal Manager, Adaptive Planning position at Workday is based in San José, San José, Costa Rica. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Associate Renewal Manager, Adaptive Planning position at Workday?

You can apply for the Senior Associate Renewal Manager, Adaptive Planning position at Workday directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Workday on their website.