Sales Operations and Renewals Specialist

Summary:   

We are seeking a motivated and detail-oriented Renewals Specialist to support our customer retention and revenue operations efforts. This entry-level role is ideal for someone looking to grow their career in SaaS sales, customer success, or revenue operations. The Renewals Specialist will assist in managing contract renewals, communicating with customers, and maintaining accurate records in our systems.

 

PRIMARY RESPONSIBILITIES

• Prepare renewal quotes and negotiate prices with clients while maintaining a 95% retention rate
• Ensure accuracy of high volume of client data and prepared quotes
• Own the Critical Path of a renewal transaction to create action and urgency in closing renewals timely and accurately
• Maintain customer account records in Salesforce
• When applicable, seek appropriate approvals for exceptions to standard pricing and terms
• Coordinate the modification of contract terms as needed with the appropriate parties
• Work with Customer Success and Accounting to resolve customer issues and help remove barriers for the team.
• Answer basic customer inquiries regarding renewal terms, billing, and contract status. 

 

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• 1–2 years of experience in customer service, sales support, or administrative role
• Experience with direct customer contact
• Ability to demonstrate written and verbal communication skills, and the ability to drive a phone conversation
• Strong organizational skills and attention to detail
• Strong negotiation and interpersonal skills
• Possesses the intellectual curiosity to be a problem solver
• Possesses the drive to close renewals timely
• Ability to effectively prioritize and escalate customer issues as required
• Ability to read and understand basic contracts, terms of service and legal issues
• Ability to work independently without constant supervision while being a member of the team
• Must thrive in a fast-paced, ever-changing atmosphere
• Ability to prioritize and manage multiple tasks and deadlines
• Follows through on commitments, establishes trust with business partners
• BS/BA degree in business or related field
• Proficiency with the Microsoft Word and Excel
• Experience with Salesforce Enterprise, CPQ, and NetSuite a plus

 

Key Metrics for Success:

• Timeliness of renewals processed
• Customer satisfaction and response rates
• Accuracy of CRM and renewal records
• Support efficiency and responsiveness
• Collaboration and communication effectiveness