Lead Renewal Specialist

• Own and manage a renewal pipeline using CRM dashboards, ensuring accurate tracking of contacts, opportunities, quotes, and renewal stages
• Maintain detailed and timely notes on all customer interactions, including calls, meetings, emails, and renewal activity
• Complete renewal strategies by working opportunities through defined stages and prioritizing renewals by value and risk level
• Manage a high-volume inbox and maintain a customer response-time goal of 24 hours or less
• Proactively prioritize and work the highest-value renewals in descending order to improve retention and revenue
• Conduct monthly sessions with sales representatives to assess renewal progress, address at-risk accounts, and coordinate on strategic plans to boost renewals
• Collaborate closely with sales reps and internal teammates to stay current on systems, tools, and processes
• Attend bi-weekly Southeast and Northeast meetings to provide renewal updates, field questions, and support managers and teams
• Develop product knowledge to find opportunities for expansion and new product growth during the renewal cycle
• Accurately log and track all customer activity in CRM to support reporting, forecasting, and leadership visibility

• Strong organizational skills with the ability to manage multiple renewals simultaneously
• Excellent written and verbal communication skills
• Experience managing CRM systems and maintaining clean, detailed data
• Ability to prioritize work based on urgency, value, and customer risk
• Strong collaboration skills and ease working across sales and internal groups
• Customer-focused attitude with a proactive approach to problem-solving
• Capacity to acquire and maintain comprehensive product understanding to assist with renewals and growth discussions

Demonstrates strong organizational and communication skills while managing a renewal pipeline through CRM systems. Proactively prioritizes customer interactions and collaborates with sales teams to enhance retention and revenue growth.

• CRM Management
• Organizational Skills
• Customer-Focused Attitude
• Collaboration Skills
• Problem-Solving

• Renewal Pipeline Management
• Data Tracking
• Opportunity Management
• Reporting
• Forecasting

• Written Communication
• Verbal Communication
• Proactive Approach

• Customer Retention
• Renewal Strategies
• Sales Collaboration
• Product Knowledge

• CRM Dashboards