Renewals & Growth Representative – Accounting & Legal

This is a fully remote position, open to applicants in Georgia.

📋 Description

• Oversee a designated portfolio of both automatic and manual subscription renewals for CeriFi’s Accounting & Legal solutions, such as CPL, WLEC, and CPE Network.

• Reconnect with customers regarding applicable non-subscription offerings, including seminars, self-study courses, live events, and webinars.

• Actively engage customers through phone, email, digital communication, and automated sales sequences.

• Take ownership of renewal and restart opportunities from the initial outreach through to closure.

• Achieve or surpass set renewal, retention, and restart objectives.

• Cultivate relationships with customers to comprehend their evolving CPE, CLE, and professional education requirements.

• Recognize suitable upsell and cross-sell opportunities within existing customer relationships.

• Connect customers with the relevant Account Executive or territory representative when additional sales assistance is necessary.

• Collaborate with Account Managers and other Sales team members to support opportunities within assigned accounts.

• Develop a comprehensive understanding of CeriFi’s Accounting, Tax, Legal, and Financial Education solutions.

• Keep accurate records of opportunities, customer activities, pipeline stages, and next steps in Salesforce.

• Utilize Revenue Grid and other sales-enablement tools to manage renewal campaigns, outreach sequences, and customer follow-ups.

• Maintain a robust and up-to-date pipeline to facilitate accurate forecasting.

• Respond promptly to inbound sales inquiries, calls, emails, and leads with a customer-centric approach.

• Accurately process customer orders and ensure account and transaction information is complete.

• Provide a responsive and consultative experience throughout the renewal process.

• Keep current knowledge of products, pricing, promotions, schedules, and relevant customer offerings.

• Collaborate with Sales leadership to enhance renewal strategies, outreach, and sales processes.

• Work together with Sales and other CeriFi teams to address customer needs and support broader company objectives.

• Share customer feedback and insights to enhance products, processes, and the overall customer experience.

⛳️ Requirements

• Minimum of 1 year of experience in sales, renewals, account management, customer retention, or other related customer-facing roles preferred.

• Bachelor’s degree preferred or an equivalent combination of education and relevant experience.

• Excellent relationship-building and customer communication skills.

• Comfortable engaging customers via phone, email, and other digital channels.

• Ability to identify customer needs and translate them into suitable product solutions.

• Goal-oriented mindset with a focus on achieving measurable renewal and revenue outcomes.

• Strong organizational skills with the capacity to manage multiple customer opportunities and follow-ups.

• Attention to detail and a commitment to maintaining accurate CRM and pipeline information.

• Experience with Salesforce or another CRM is advantageous.

• Capability to quickly learn new products, systems, and sales tools.

• Collaborative mindset and eagerness to partner across teams to achieve the best outcome for the customer.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits including medical, dental, and vision coverage.

• Opportunities for professional development and career advancement.

• Flexible work environment with remote work options.

• Generous paid time off and holiday schedule.