Renewals Associate
Accountabilities Manage a portfolio of client renewals from initial outreach through agreement execution, ensuring each renewal is completed accurately and on time.
Initiate renewal communications at least 60 days before the scheduled renewal date.
Prepare and send renewal agreements to clients through DocuSign and monitor completion through signature.
Maintain consistent and timely follow-up with clients throughout the renewal cycle.
Schedule and facilitate client meetings when additional discussion or coordination is required.
Identify potential roadblocks, friction points, or disengagement early and take appropriate action to keep renewals moving forward.
Escalate non-responsive or disengaged clients promptly to the appropriate internal stakeholders.
Accurately document all client communications and renewal activity in Salesforce.
Keep renewal tracking tools up to date with relevant progress, actions, and outstanding items.
Finalize completed renewals by ensuring accurate updates are reflected in both NetSuite and Salesforce.
Use AI tools such as ChatGPT or Claude to improve workflows, automate repetitive tasks, and increase operational efficiency.
Collaborate effectively with internal teams to resolve renewal issues and maintain a positive client experience.
Requirements
2+ years of relevant professional experience, preferably in renewals, account management, customer success, sales operations, or a related client-facing function.
Highly proactive, resourceful, and solutions-oriented mindset with a strong “can-do” attitude.
Excellent written and verbal communication skills, with the ability to communicate professionally and effectively with clients and internal stakeholders.
Strong critical-thinking and problem-solving abilities, particularly when identifying and resolving obstacles to timely renewals.
Demonstrated ability to manage multiple priorities, deadlines, and client relationships simultaneously.
Intermediate Excel skills and confidence working with business data and tracking tools.
Experience successfully using AI productivity tools, including platforms such as ChatGPT and Claude, to support professional workflows.
Strong attention to detail and commitment to maintaining accurate records across multiple systems.
Comfortable working independently in a fast-paced, collaborative, and evolving environment.
Strong organizational and follow-up skills, with the persistence needed to keep renewal processes moving forward.
Benefits
Competitive base salary of $65,000–$75,000 , plus bonus opportunities.
Fully remote work environment.
Medical, dental, and vision insurance.
Mental health benefits.
Company-paid group life insurance.
Short- and long-term disability coverage.
Flexible Spending Account (FSA) and Health Savings Account (HSA).
Supplemental Aflac benefits, including critical illness, cancer protection, and hospital coverage.
Pet insurance.
401(k) plan with company match, with eligibility beginning on Day 1.
11 paid holidays.
Paid time off plan that meets or exceeds applicable state and local medical and family leave requirements.
2 paid volunteer time-off days.
Community and social events designed to encourage connection and engagement.
Opportunities for career development and advancement into senior renewals, account management, revenue operations, or leadership roles.
A fast-paced, collaborative environment with opportunities to work with modern AI-driven productivity tools.
Additional employee programs and benefits may be available depending on eligibility and employment status.
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