Renewals Specialist

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

📋 Description

• Manage the renewal calendar and oversee renewal timelines.

• Bring upcoming renewals to the attention of Account Managers and Customer Success Managers.

• Process confirmed straight renewals through to signature.

• Facilitate renewal discussions, confirm customer intent, address inquiries, and manage straightforward objections.

• Document customer requirements beyond current offerings and inform the Account Manager on the same day.

• Generate renewal quotes and guide agreements to signature.

• Organize the book of business according to account tier and renewal complexity.

• Maintain a monthly forecast that reflects product lines and confidence levels.

• Accurately report renewal risks and identify issues early on.

• Recognize at-risk accounts and direct them to Customer Success, Account Management, or Support.

• Conduct regular check-ins with Customer Success regarding accounts exhibiting warning signs.

• Ensure accurate renewal dates, contract terms, contacts, and outcomes are recorded in HubSpot.

• Analyze trends in customer retention and churn.

• Assist in constructing and documenting the renewals process.

⛳️ Requirements

• 1–3 years in a position involving direct customer interaction with tangible deliverables, such as SaaS, inside sales, customer support, or account coordination.

• Excellent organizational skills and the ability to follow through on multiple accounts at various stages.

• Confident in speaking with customers via phone and communicating through email.

• Comfortable managing a high volume of repetitive tasks.

• Willing to communicate unfavorable news promptly and report transparently.

• Strong written communication abilities.

• Proficient with a CRM; experience with HubSpot is preferred.

• Capable of tracking a book of business using a spreadsheet.

• Good judgment in handling issues independently and knowing when to escalate matters.

• Familiarity with renewals or subscription contracts.

• Background in manufacturing, construction, woodworking, or the trades.

• Experience in learning a technical product from the ground up.

🏝️ Benefits

• Competitive compensation based on experience, skills, and market research.

• Comprehensive benefits package.

• Opportunity for remote work.