Renewal Specialist
9 hours ago
The Opportunity
The Renewal Specialist is responsible for managing a portfolio of standard and mid-complexity renewals. This role ensures timely execution, accurate forecasting, and a seamless customer experience. The Renewal Specialist partners with CSMs, Sales Ops, and Finance to drive consistent renewal outcomes, while also surfacing opportunities for expansion to Sales.
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Primary Responsibilities
- Manage assigned portfolio of customer renewals through end-to-end cycle.
- Prepare, send, and track renewal proposals and agreements.
- Maintain accurate renewal pipeline and forecast data in Salesforce.
- Collaborate with CSMs to monitor customer health and risks to renewal.
- Ensure timely execution of contracts with attention to detail and compliance.
- Support process improvements and adoption of renewal tools.
- Identify potential upsell/cross-sell opportunities and notify Sales teams.
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Your current skillset will include:
- Ability to handle multiple renewals simultaneously.
- Strong attention to detail and process orientation.
- Customer-first mindset with collaborative working style.
- Eagerness to learn and grow in commercial and negotiation skills.
Your experience will include:
- 2–4 years of customer-facing experience in SaaS, sales support, or operations.
- Foundational sales and negotiation skills.
- Proficiency with Salesforce CRM and Excel/Google Sheets.
- Excellent communication and organizational skills.
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