Renewal Specialist

Primary Responsibilities

• Assist in managing customer renewals by preparing quotes, order forms, and documentation under supervision.
• Maintain and update renewal trackers, ensuring data accuracy across CRM and CPQ systems.
• Communicate renewal details to customers under guidance of AE, CSM as needed.
• Ensure that renewals are processed accurately and on time, escalating issues to leadership when necessary.
• Learn and apply CRM and CPQ tools for renewal quoting and record maintenance.
• Collaborate closely with sales operations and finance to ensure smooth handoffs.
• Follow established renewal procedures to maintain compliance and operational consistency.

Qualifications

• Bachelor’s degree or equivalent experience in business, finance, or a related field.
• 0–2 years of experience in sales support, renewals, or administrative operations within a SaaS or technology company.
• Strong attention to detail and organizational skills.
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.

Benefits

• Best in class employee onboarding and training
• "Take What You Need” paid time off policy
• Comprehensive health, dental and vision plans
• Company-paid life and disability insurance
• 401(k) and Roth IRA retirement plan
• Generous employee referral bonuses
• Flexible remote work policy
• 10 Paid Holidays
• Wide array of wellbeing offerings
• Pre-tax savings accounts with company contributions
• Great team culture and social activities
• Collaborative workspaces
• Free on-site fitness centers and stocked kitchens in select office locations
• Professional development resources