Renewal Specialist

As a key driver of customer retention and revenue growth, you will own and manage a portfolio of renewals, working closely with Sales and Customer Success to ensure successful outcomes and identify opportunities to expand relationships. This role is hybrid, requiring three or more days each week on-site at one of our office locations. Candidates should be within commutable distance to an office.

Responsibilities

• Proactively engage with clients, understand their evolving needs, and guide them through a smooth and efficient renewal experience
• Build and maintain strong relationships with key decision-makers at client firms, acting as a trusted consultant and advocate
• Secure renewals while identifying opportunities to increase customer lifetime value through upsells, cross-sells, and expansions
• Partner effectively with Sales, Customer Success, Product, and other internal teams to develop and execute winning renewal strategies
• Deeply understand client requirements, identify potential roadblocks, and proactively address challenges to ensure timely renewals
• Maintain accurate renewal forecasts and provide management with clear visibility into renewal performance and potential risks
• Skillfully negotiate renewal terms that balance customer satisfaction with Orion's business objectives
• Adhere to established renewal processes and leverage CRM systems to manage customer interactions and track progress
• Proactively adopt new initiatives and programs and share your expertise as a mentor to other team members
• Advocate for the importance of renewals within Orion and contribute to a culture of customer success

Requirements

• 3+ years of proven success in Renewals
• Strong track record in managing and securing renewals, ideally within the SaaS industry or financial services sector
• Ability to build rapport, handle objections, and negotiate effectively with clients at all levels, including C-suite executives
• Proven ability to navigate and negotiate multi-year agreements with favorable terms
• Strong understanding of key financial metrics and ability to analyze customer data to identify opportunities
• Experience using CRM platforms, specifically Salesforce, to manage customer relationships and track renewal progress
• Genuine passion for customer success and a commitment to building long-term relationships
• Ability to anticipate challenges, develop solutions, and adapt to changing circumstances
• Collaborates and thrives in a team environment and enjoys sharing knowledge and expertise
• Minimum of a high school diploma or equivalent
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Skills

• Client-Centric
• Effective Communication
• Innovation
• Technical Proficiency
• Time Management
• Work Collaboratively

Pay

Salary Range: $49,034.00 - $71,142.00 (varies by geographic location, job-related knowledge, skills, and experience).

Benefits

• Health, dental, vision, and disability coverage starting on day one
• 401(k) plan with employer match
• Paid parental leave
• Pet benefits including pawternity leave and pet insurance
• Student loan repayment

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to creating raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.