Account Management & Renewals Coordinator
About The Position
Sullivan on Comp is a subscription-based legal research and technology platform serving the California workers’ compensation industry. The sales team is also expanding its business-development efforts for Cadence, an AI platform used by law firms and claims organizations to review and analyze workers’ compensation matters. Sullivan on Comp is seeking a highly organized, detailed-oriented Account Management & Renewals Coordinator to provide direct support to the Account Executive responsible for renewals, account management, customer retention, and account growth. The primary focus of this role is to ensure that renewals, customer requests, account changes, documentation, and follow-up activities are handled accurately and on time, while promptly identifying matters that require Account Executive involvement.
Requirements
- 2+ years of experience in sales and/or business development in the Workers’ Compensation, Insurance, Legal Tech, SAAS, or similar Legal Services industry.
- Experience using HubSpot or similar CRM.
- Experience providing client activation and renewal support to account management, sales, or customer success teams.
- Strong organizational skills, highly detail-oriented, excellent time management, and holding strong follow-through abilities.
- Strong multi-tasking abilities, ability to work independently, and proactively work as part of a team.
- Be comfortable working with spreadsheets, reports, databases, and sales systems.
- Strong customer service and ability to communicate professionally on the phone and via email.
- Exercise good judgment regarding when an issue should be escalated.
- Be willing and able to travel for conferences, trade shows, and firm meetings.
Responsibilities
- Manage the end-to-end renewal process, including tracking upcoming renewals, coordinating customer communications, processing standard renewal requests, and maintaining accurate renewal status in HubSpot.
- Monitor customer accounts and proactively identify renewals, retention risks, account changes, or nonstandard situations requiring Account Executive involvement.
- Maintain accurate group-account, subscription, billing, user, and account information while coordinating routine account updates with internal teams.
- Support customer retention and growth initiatives by identifying potential upgrade, expansion, and Cadence opportunities and escalating them to the Account Executive.
- Prepare quotes, contracts, renewal documents, account reviews, and related documentation while tracking outstanding forms, requests, and customer commitments through completion.
- Maintain accurate CRM records, customer interactions, renewal activities, forecasts, reports, and account-status tracking to support informed decision-making.
- Conduct routine customer follow-up, respond to standard account and renewal inquiries, and help maintain engagement between strategic account conversations.
- Coordinate with Sales, Customer Service, Finance, and other internal stakeholders to ensure timely resolution of customer requests and a positive client experience.
- Provide actionable account intelligence by identifying upcoming renewals, accounts requiring attention, retention opportunities, and customer trends that support account management strategy.
- Support industry conferences, trade shows, and firm events through event preparation, on-site participation, customer engagement, lead follow-up, and business travel as needed.
Benefits
- Medical plan options including Kaiser Permanente HMO, Cigna EPO, and Cigna PPO
- Dental coverage through Delta Dental with DHMO and PPO options
- Vision coverage through VSP
- Firm-Paid Life/AD&D (up to $150k) & Long-term Disability (LTD) Insurance.
- Firm-Paid Employee Assistance Program (EAP) offering confidential support.
- 401(k) retirement plan with employer contribution.
- Critical Illness, Accident, and Hospital Indemnity Coverage, available at group rates.
- Flexible Spending Account (FSA) and Dependent Care Assistance Program (DCAP) options for eligible pre-tax expenses.
- Voluntary short-term disability (STD) coverage.
- Supplemental Life and AD&D Insurance.
- Optional Pet Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
