Renewal Specialist
LevelBlue LLC
•$60,000 - $70,000•Hybrid
About The Position
The Renewal Specialist is responsible for managing customer contract renewals and supporting retention efforts across an assigned portfolio of accounts. This role works directly with customers and internal teams to ensure timely renewals, maintain accurate contract records, and deliver a positive renewal experience. The ideal candidate is detail-oriented, customer-focused, and skilled at managing multiple priorities in a fast-paced environment.
Requirements
- 1-3 years of experience in customer service, account management, renewals, sales support, or a related role.
- Strong written and verbal communication skills.
- Excellent organizational and time management skills.
- Ability to manage multiple priorities and deadlines.
- Experience with CRM systems such as Salesforce, Dynamics 365, or similar platforms.
- Proficiency with Microsoft Office, including Excel and Outlook.
Nice To Haves
- Experience in a subscription-based, SaaS, technology, or service industry.
- Knowledge of contract renewals and customer retention practices.
- Experience working with quoting, contract management, or CRM tools.
Responsibilities
- Manage the end-to-end renewal process for assigned customer accounts.
- Proactively contact customers regarding upcoming contract expirations.
- Prepare and deliver renewal quotes, pricing information, and contract documentation.
- Track renewal opportunities and maintain accurate records in CRM systems.
- Follow up on open renewals to ensure timely closure.
- Meet established renewal and retention goals.
- Serve as the primary point of contact for renewal-related inquiries.
- Build and maintain positive relationships with customer contacts.
- Address customer questions regarding contract terms, pricing, and renewal timelines.
- Escalate customer concerns and renewal risks to appropriate internal teams.
- Partner with Sales, Finance, Legal, Customer Support, and Customer Success teams to coordinate successful renewals.
- Assist in resolving contract, billing, or administrative issues that may impact renewals.
- Identify potential expansion opportunities and share them with the appropriate sales representatives.
- Maintain accurate customer, contract, and renewal records.
- Monitor upcoming expirations and renewal milestones.
- Provide regular updates on renewal status, risks, and forecasted outcomes.
- Ensure compliance with company policies and contractual requirements.
Benefits
- Comprehensive medical, dental, and vision insurance.
- 401(k) with employer matching.
- Generous paid time off and holidays.
- Flexible spending accounts and health savings accounts.
- Employee assistance programs.
- Training and development opportunities.
- Adoption assistance program.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
