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.
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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