Renewals Specialist
Location
United States
Posted
1 day ago
Salary
0
Seniority
Senior
Job Description
Renewals Specialist
ActiveProspect
• Manage a portfolio of customer renewals and proactively engage customers regarding upcoming contract expiration dates. • Serves as a primary point of contact for routine renewal communications and inquiries. • Prepare renewal quotes, order forms, and supporting documentation. • Coordinate with Customer Success Managers (CSMs) and Account Executives to support successful renewals. • Assist customers with contract-related questions and ensure a smooth renewal experience. • Maintain accurate renewal records and customer information within the CRM system. • Monitor and manage a pipeline of upcoming renewals to ensure timely outreach and contract execution (120/90/60/30). • Track renewal progress and update opportunity stages within Salesforce and other internal systems. • Identify renewal risks and escalate concerns to appropriate stakeholders. • Assist with renewal forecasting by maintaining accurate data and reporting. • Support reporting efforts related to renewal performance, retention, and customer trends. • Coordinate contract reviews and approvals with internal teams. • Ensure renewal agreements are completed accurately and in compliance with company policies. • Support contract execution and document management processes. • Assist with pricing updates, product changes, and customer communications related to renewals. • Help identify opportunities to improve renewal workflows, processes, and customer communications.
Job Requirements
- 3-4 years of experience in customer service, account management, sales support, customer success, operations, or a related field.
- Experience working in a SaaS, technology, or subscription-based business is preferred but not required.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Excellent written and verbal communication skills.
- Detail-oriented with strong problem-solving abilities.
- Comfortable working with CRM systems such as Salesforce, Google and Microsoft.
- Ability to collaborate effectively across multiple teams.
- Customer-focused mindset with a commitment to delivering a positive experience.
- Ability to learn and adapt in a fast-paced, evolving environment.
- Minimum 5-10% travel required.
Benefits
- Professional and responsive customer service throughout the renewal lifecycle.
- Positive relationships with customers and internal stakeholders.
- Opportunities to improve renewal workflows, processes, and customer communications.
- Gathering and sharing customer feedback with internal teams to support ongoing product and service improvements.
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