Renewal Specialist

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. _____________________________________________________________________________ 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.

_____________________________________________________________________________ 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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