Lead Renewal Specialist

Key Responsibilities

• 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

Required Skills & Qualifications

• 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

Preferred Qualifications

• Previous experience in renewals, account management, or customer success
• Experience working in an education, publishing, or SaaS environment
• Familiarity with sales processes, forecasting, and pipeline management