Renewals Specialist

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

📋 Description

• Take ownership of the renewal pipeline for a comprehensive portfolio of church and nonprofit partners within HubSpot.

• Keep precise renewal records and identify at-risk accounts prior to escalation.

• Address inbound partner inquiries and direct out-of-scope requests to Support.

• Execute overdue invoice sequences and either resolve or escalate overdue accounts.

• Implement automated one-to-many renewal and engagement sequences in HubSpot.

• Collaborate with RevOps to ensure automated sequences operate smoothly.

• Conduct weekly partner office hours.

• Track giving signals and proactively tackle any decline in activity or engagement.

• Communicate risk patterns to Success leadership.

• Spot upsell opportunities and collaborate with the Sales team.

• Develop working relationships with Support and Onboarding, routing partner issues with the necessary context.

• Report directly to the Director of Customer Success.

• Achieve a 90% gross retention rate, 90% on-time renewal closure, and meet the overdue invoice resolution target.

⛳️ Requirements

• 2–4 years of experience in account management, customer success, renewals, or a similar client-facing position.

• Exceptional organizational skills with the ability to manage a high-volume book of business.

• Practical experience with HubSpot or an equivalent CRM tool.

• Proficiency in running automated, one-to-many customer outreach sequences.

• Excellent, warm, and professional written communication skills.

• A proactive mindset with a focus on ownership.

• Ability to refine processes, experiment, and adapt based on outcomes.

• Alignment with Overflow's mission and values, as well as comfort with its flexible work model and occasional in-person gatherings.

• Experience in the nonprofit, philanthropy, or faith-based sectors is advantageous.

• Background in a high-volume, process-driven customer-facing environment is a plus.

• Familiarity with a fast-paced startup environment is beneficial.

• No visa sponsorship is available; candidates must not require sponsorship to work in the United States.

• Familiarity with required tools: Slack, Google Workspace, Notion, Zoom, HubSpot, Monday.com, Claude, and Loom.

🏝️ Benefits

• Competitive base salary with equity options.

• Comprehensive medical, dental, and vision coverage for employees and their dependents.

• Generous paid time off and company holidays.

• Paid parental leave.

• 401(k) retirement plan.

• Dedicated mental health and therapy stipend.

• Team retreats and purposeful in-person gatherings throughout the year.

• Occasional in-person collaboration approximately twice a year.