Commercial Operations & Renewals Administrator
Infolytics SA (Your Trusted Zoho Partner)
Employment Type: Full-Time
Location: Centurion
Role Purpose
The Commercial Operations & Renewals Administrator is responsible for supporting the commercial function through effective CRM administration, commercial documentation, invoicing, subscription management, and renewal coordination.
The role plays a key part in maintaining operational excellence, supporting customer retention, and ensuring that internal processes run efficiently and consistently.
This position works closely with Business Development, Finance, Consulting, and Support teams to deliver a professional and seamless experience for both clients and internal stakeholders.
Key Responsibilities
1. Commercial Operations and CRM Administration
- Maintain accurate and up-to-date records within Zoho CRM.
- Ensure client, contact, account, and opportunity information is properly captured and maintained.
- Support the commercial team with sales administration, reporting, and pipeline management.
- Monitor CRM data quality and assist with dashboard and reporting requirements.
- Ensure compliance with internal sales and operational processes.
2. Quotations, Invoicing and Documentation
- Prepare and process quotations, invoices, contracts, and related documentation.
- Validate information before invoicing and ensure accuracy of pricing, subscription details, and billing information.
- Maintain organised records of commercial documentation and client agreements.
- Coordinate internal approvals where required.
4. Subscription and Renewal Management
- Manage software subscriptions, licenses, contract terms, and renewal schedules.
- Proactively coordinate client renewals to ensure uninterrupted service.
- Prepare renewal quotations and supporting documentation.
- Monitor upcoming renewals and escalate potential risks where necessary.
- Support renewal forecasting and reporting activities.
5. Customer Account Administration
- Act as a professional point of contact for administrative client enquiries.
- Coordinate communication relating to subscriptions, renewals, quotations, and account updates.
- Support customer onboarding and account maintenance activities.
- Identify account growth opportunities and communicate them to the Business Development team.
6. Revenue Operations Support
- Support invoice follow-ups and payment tracking activities.
- Work closely with Finance to monitor outstanding accounts and maintain accurate records.
- Escalate overdue accounts and renewal risks where appropriate.
- Contribute to continuous improvement of commercial processes and operational efficiency.
Key Performance Areas
- Commercial Operations Administration
- CRM Data Accuracy and Integrity
- Subscription and Renewal Management
- Commercial Documentation and Invoicing
- Revenue Operations Support
- Customer Experience and Service Delivery
- Process Compliance and Continuous Improvement
Requirements
Core Competencies
- Organisation and Attention to Detail: Highly organised with strong administrative capabilities and exceptional attention to detail.
- Customer Focus: Professional, responsive, and committed to delivering an excellent customer experience.
- Communication Skills: Strong written and verbal communication skills with the ability to engage effectively with clients and colleagues.
- Planning and Coordination: Ability to manage multiple priorities, deadlines, and processes in a structured manner.
- Problem Solving: Proactive and resourceful with the ability to identify issues and implement practical solutions.
- Systems Proficiency: Comfortable working with CRM, finance, subscription, and cloud-based business systems.
Qualifications and Experience
Minimum Requirements
- Diploma or Degree in Business Administration, Commerce, Finance, Sales, Marketing, Information Systems, or a related field.
- 2 - 5 years' experience in Commercial Administration, Sales Operations, Revenue Operations, Customer Success Support, Account Administration, or a similar role.
- Experience working with CRM systems and commercial documentation.
- Strong organisational and administrative skills.
- Proficiency in Microsoft Office and cloud-based business applications.
Advantageous
- Experience within a SaaS, technology, consulting, or subscription-based business.
- Experience using Zoho CRM, Zoho Books, Zoho Billing/Subscriptions, or related Zoho applications.
- Understanding of software licensing, subscription management, and recurring revenue models.
- Experience with workflow automation and process improvement initiatives.
Probation Period
The successful candidate will be subject to a three-month probation period, during which performance, reliability, process compliance, customer service standards, and overall suitability for the role will be assessed.
Key areas of assessment will include:
CRM administration and data accuracy
Quality and timeliness of commercial administration
Subscription and renewal management
Customer communication and responsiveness
Attention to detail and process adherence
Team collaboration and cultural fit
Successful completion of probation will be dependent on satisfactory performance across these areas.
Benefits
Why Join Infolytics?
- Join one of Africa's leading Zoho consulting and implementation partners.
- Work with clients across diverse industries and business functions.
- Gain exposure to world-class cloud technologies and business solutions.
- Continuous learning and professional development opportunities.
- Collaborative, entrepreneurial, and growth-focused culture.
- Opportunity to contribute directly to operational excellence and business growth.
Only candidates with valid legal documentation to work in South Africa will be considered for roles at Infolytics.