Renewal Specialist

Summary

Join Skillsoft as a Renewal Specialist and play a key role in maximizing renewal contracts. You will forecast, prepare, and deliver renewal quotes, manage timelines, and collaborate with internal teams to ensure timely renewals. Responsibilities include interacting with customers, reviewing contracts, analyzing renewal rates, and managing inquiries. You will utilize Salesforce.com and contribute to process improvements. This role requires a Bachelor's degree or relevant experience, along with proven success in revenue expansion and excellent communication skills. Experience with Salesforce.com and SaaS software is a plus.

Requirements

• Bachelor’s degree in business, Finance, Marketing, or a closely related field or relevant experience
• 1-3 years Sales operations, Sales Support, Account Management, Customer Success or related experience
• Experience leading discussions with clients and/or internal resources to identify, clarify and capture complex requirements and create working solutions
• Excellent customer service and communication skills
• High degree of proficiency with MS Office applications (especially Excel and PowerPoint)
• Confidence and excellent negotiation skills
• Ability to analyze numbers effectively
• Excellent attention to detail and a commitment to both accuracy and quality
• Demonstrated ability to work independently as well as in a team environment
• Proactive and energetic
• Ability to handle multiple projects at the same time
• Experience in SaaS software, Finance and Sales field

Responsibilities

• Forecast, prepare, and deliver renewal quotes to customers
• Manage timelines and deliverables to ensure on-time renewals
• Work cross-functionally with internal teams such as Sales, SalesOps, Order Processing, Billing, and Legal to support renewal-related activities
• Assist in the creation and execution of nurture campaigns within CS Software
• Interact directly with customers regarding renewals and account health
• Review and understand contract terms and conditions, work with finance and legal teams to ensure contracts are compliant and assist in managing contractual documentation
• Develop and analyze reports showing renewal rates and account usage within Salesforce.com and CS Software
• Manage customer inquiries and escalations that relate to renewals as well as internal inquiries from our Support, Accounting and Account Management teams
• Utilize Salesforce.com for sales opportunity distribution, tracking and forecasting while maintaining accurate and detailed notes for all renewal progression
• Help refine the renewal process to increase efficiencies and ensure timely renewals
• Work with Sales to confirm and maintain accurate and up-to-date customer information and data in Salesforce
• Assist with various projects provided by management
• Contact and follow-up with customers and partners to ensure a timely renewal process
• Periodically report on progress of current contract renewals
• Cooperate with the sales team and assist in selling renewals and promoting up-sell opportunities
• Prepare forecasts of contract renewal bookings
• Demonstrate key functionality to promote up-sells at existing accounts

Preferred Qualifications

• Experience with Salesforce.com a plus
• Proven track record of expanding revenues within existing accounts a plus
• Demonstrated ability to support customer retention and expansion initiatives
• Salesforce experience is a plus