Renewal Specialist

Renewal Lifecycle Management 

• Proactively manage the renewal lifecycle for assigned accounts, beginning 90–120 days prior to contract expiration 

• Monitor and manage a pipeline of expiring OEM maintenance and SaaS subscription agreements to ensure timely renewal execution 

• Identify renewal risks early and coordinate with internal teams to mitigate churn 

Quoting, Pricing & Contract Support 

• Validate and process customer renewals, ensuring booking accuracy and compliance with established documentation and approval standards. 

• Prepare, deliver, and manage accurate renewal quotes and proposals in accordance with customer, partner, and OEM terms 

• Respond to customer and partner inquiries related to pricing, coterming, reinstatements, and contract structure 

• Assist with renewal negotiations in alignment with company pricing guidelines and approval processes 

Revenue Protection & Growth 

• Protect existing maintenance and subscription revenue by reinforcing pricing discipline and minimizing unnecessary margin erosion during the renewal process. 

• Support expansion opportunities by partnering with Sales and Customer Success as appropriate 

CrossFunctional Collaboration 

• Partner closely with Sales, Customer Success, Finance, and Operations to ensure a seamless renewal experience 

• Serve as a primary point of contact for assigned clients, resolving inquiries independently and escalating to internal or external teams when needed to ensure prompt resolution. Further escalating operational risks or transaction blockers to Renewal Manager as appropriate to ensure timely resolution. 

• Cultivate vendor relationships to improve communication, secure competitive pricing, and expedite special pricing or deal registration requests. 

• Partner with Accounts Receivable to help manage invoice aging and resolve outstanding payment issues for assigned accounts. 

• Collaborate with Accounts Payable to investigate and resolve held bills, ensuring timely payment processing and maintaining vendor satisfaction. 

• Provide end-to-end operational support throughout the quote-to-cash cycle, ensuring accuracy, efficiency, and alignment with client expectations. 

• Engage internal and external support teams to resolve customer questions or issues impacting renewal outcomes 

Systems, Data & Forecasting 

• Accurately document all renewal activity, customer communication, quotes, and outcomes in Salesforce 

• Maintain organized records of past quotes and renewals to support quoting and forecasting 

• Maintain disciplined Salesforce updates and renewal forecasting hygiene to support revenue visibility and predictability. 

• Leverage historical renewal data and trends to inform pricing decisions and renewal planning 

Continuous Improvement 

• Contribute to process improvements that increase renewal efficiency and customer satisfaction