Renewals Specialist

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

📋 Description

• Oversee a portfolio of customer renewals and proactively engage with clients regarding their upcoming contract expiration dates.

• Acts as the main contact for routine renewal communications and inquiries.

• Generate renewal quotes, order forms, and necessary documentation.

• Collaborate with Customer Success Managers (CSMs) and Account Executives to facilitate successful renewals.

• Assist clients with contract-related inquiries and guarantee a seamless renewal experience.

• Maintain precise renewal records and customer data within the CRM system.

• Monitor and manage a pipeline of upcoming renewals to ensure timely outreach and contract execution (120/90/60/30 days).

• Track renewal progress and update opportunity stages within Salesforce and other internal systems.

• Identify renewal risks and escalate issues to the appropriate stakeholders.

• Aid in renewal forecasting by keeping accurate data and reporting.

• Support reporting efforts associated with renewal performance, retention, and customer trends.

• Coordinate contract reviews and approvals with internal teams.

• Ensure renewal agreements are accurately completed and comply with company policies.

• Assist in contract execution and document management processes.

• Help with pricing updates, product modifications, and customer communications related to renewals.

• Identify opportunities to enhance renewal workflows, processes, and customer communications.

⛳️ Requirements

• 3-4 years of experience in customer service, account management, sales support, customer success, operations, or a related discipline.

• Experience in a SaaS, technology, or subscription-based business is preferred but not mandatory.

• Strong organizational abilities with the capacity to manage multiple priorities and deadlines.

• Excellent written and verbal communication skills.

• Detail-oriented with robust problem-solving skills.

• Comfortable using CRM systems such as Salesforce, Google, and Microsoft applications.

• Ability to collaborate effectively across various teams.

• Customer-centric mindset with a dedication to providing a positive experience.

• Ability to learn and adapt in a fast-paced, evolving environment.

• Minimum travel requirement of 5-10%.

🏝️ Benefits

• Professional and responsive customer service throughout the renewal process.

• Strong relationships with customers and internal stakeholders.

• Opportunities to enhance renewal workflows, processes, and customer communications.

• Gathering and sharing customer feedback with internal teams to support ongoing product and service improvements.