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Renewals Specialist
ActiveProspectRenewals Specialist supporting timely contract renewals and contributing to customer retention. Collaborating with Finance, Sales, and Legal teams to ensure a positive renewal experience.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer renewalscontract managementrenewal forecastingdata reportingpipeline managementdocument managementpricing updatesorder forms preparationrenewal quotes preparationrisk identification
Soft Skills
organizational skillscommunication skillsproblem-solving abilitiescollaborationcustomer-focused mindsetadaptabilityattention to detailtime managementproactive engagementmulti-tasking