Renewals Associate

• 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.