32 Renewal Management Jobs

The Adobe DALP Sales team is seeking a techno-functional Customer Success & Renewal Manager to join the customer success team in North America. As a trusted advisor, you will collaborate with customers to optimize their strategies and ensure their success throughout their lifecycle. This position plays a crucial role within Adobe's Digital Advertising, Learning, and Publishing Business Unit, requiring individuals who are quick learners, high-energy, data-minded, and tech-savvy with prior customer champion and consultative experience. Your responsibilities will include providing consulting services in TV Everywhere & D2C ecosystems, managing client relationships, presenting technical information clearly, managing multiple customers concurrently, identifying growth opportunities, building strong customer relationships, demonstrating technical expertise, assisting customers in product adoption, leveraging business acumen, providing product feedback for enhancements, managing renewals and expansions, and delivering seamless presentations for Strategic Business Reviews. To succeed in this role, you should have at least 10+ years of experience in the technology domain, with a minimum of 5-6 years in customer success or key account management. Deep product and technical ecosystem knowledge, understanding of the Media & Entertainment industry, empathy for customers, and a passion for revenue and growth are essential. Strong leadership, communication, and presentation skills, as well as the ability to collaborate with cross-functional teams, are required. A Bachelors or Masters degree in business management/engineering is preferred, along with international sales experience in NA markets. This role involves working in US hours, and Adobe follows a hybrid work model. Adobe values creativity, curiosity, and continuous learning, offering opportunities for career growth and development. If interested, update your Resume/CV and Workday profile, visit the Internal Mobility page on Inside Adobe, and prepare for interviews. Adobe provides an exceptional work environment, fosters ongoing feedback through the Check-In approach, and offers meaningful benefits. Join Adobe and make a positive impact in a collaborative and innovative work environment.,

As an RMrole, you will be responsible for supervising the business delivery under Banca team and Tie Ups, with a primary focus on growing the business profitably. Your role will involve managing Channel Management, Banks, NBFCs, and other Micro Finance companies. It is crucial to liaise with various internal teams including Operations, Product tower, Process Excellence group, Claims, Finance, Legal, Business Intelligence, Marketing, and Human Resource teams to ensure the best services are delivered to clients and banks. Your key accountabilities and responsibilities will include achieving the overall Gross Written Premium, managing team, maintaining channel relationships, visiting branches, conducting meetings, providing regular training to bank employees on TAGIC products, ensuring business renewal, timely client follow-ups, tracking diligently every month, driving bank retention, maintaining hygiene, ensuring proper QC and premium issuance, and being proactive in claims handling. You will interact with various stakeholders both internally and externally. Internally, you will collaborate with Operations for issuance and endorsement, Underwriting Team for quotations, Human Resources for talent pool queries, and Claims Team for claim settlements. Externally, you will engage with Banks, NBFCs, and end customers. To excel in this role, you should have at least 2 years of experience in the Insurance or Financial sector. A graduate of any discipline would be suitable for this position.,

The Associate Manager - Customer Success will be responsible for managing CSA Teams in CoE, CSA team performance, prioritizing leadership requirements and activities, and overseeing the Customer Success team in India. You will proactively engage with customers to ensure they realize value from products and solutions, leading to revenue retention and new revenue opportunities. Ideal candidates can identify needs, communicate effectively, and exceed client expectations, combining visionary and analytical skills. Work timings and location: Eastern shift timings, from 5:00 PM to 2:30 AM IST. Work from the office located in Hyderabad. Responsibilities: - Work closely with Customer Success functional leadership to drive prospecting strategies, AT RISK Management, and Renewal Management. - Coach & Mentor teams to perform their duties effectively. - Lead and Manage Customer Success teams, providing guidance & mentorship. - Develop & implement strategic plans for Customer Success aligned with overall business objectives. - Identify process improvements to enhance efficiency. - Act as a strong advocate for customers, addressing their needs & concerns effectively. - Monitor team performance and take corrective actions. - Implement career development and growth opportunities for team members. - Hire Talent as per requirements & groom them for success. Goals: - Retained Revenue. - 95% Case Resolution within 30 days. - Improve First Contact Resolution time. - Adherence & Measurement of internal SLA and Quality Audit. - Maintain attrition below 15%. - Accurate forecast within 5% of the GRR, RRR for each quarter. - Work towards renewals and achieve or exceed the plan of 92.5% GRR and 96% ARR. Requirements: - Bachelor's Degree, preferably in business or a related field. - 10-13 years of industry experience, including 7+ years in Customer Success, Account Management, and Renewals. - Proven experience managing Customer Success teams of approximately 10 members directly. - 5+ years of experience in managerial roles. - Experience working in large-scale organizations with diverse teams and processes. - Excellent analytical, critical thinking, problem-solving, interpersonal, and relationship-building skills. - High attention to detail with working knowledge of reporting and analytics solutions. - Strong knowledge and experience in CSA (Customer Success Associate) activities. - High level of agility and ability to manage change effectively. - Demonstrable ability to communicate, present, and influence credibly and effectively at all organizational levels, including executive stakeholders. - Experience improving customer experience, driving increased retention and growth. - Proven track record of managing and leading Customer Success teams with global clients. - Expertise in team building, coaching, and talent development within Customer Success. - Strong leadership and team management skills. - Experience managing large volumes of uncovered or low-touch customers is desirable. - Proficiency with Salesforce: The Customer Company or experience with any CRM tool. - Experience working in a software company, particularly in renewals, retention, or customer success departments. - Hands-on experience in resolution and escalation management. Qualifications: - Bachelor's Degree, preferably in business or a related field. - 10-13 years of overall industry experience, including 7+ years in Customer Success, Account Management, and Renewals. - Proven experience managing Customer Success teams of approximately 10 members directly. - 5+ years of experience in managerial roles. - Experience working in large-scale organizations with diverse teams and processes. - Excellent analytical, critical thinking, problem-solving, interpersonal, and relationship-building skills.,

You are a Vendor Management Specialist responsible for shaping IT hiring practices, fostering vendor performance, and enhancing skill-building within the organization. Your role involves vendor governance, talent acquisition, employee engagement, MIS/reporting, and training oversight within the IT domain. Based in Mumbai, India, you should have 7-12 years of experience and hold the designation of Manager (12A). Your key responsibilities include building and maintaining strong relationships with vendors, ensuring they meet organizational standards, overseeing vendor-recruited candidates for off-roll employee performance and engagement, identifying and coordinating training needs for vendor employees, establishing and maintaining vendor governance frameworks, managing vendor contracts and renewals, generating MIS reports on vendor performance and hiring metrics, and managing scheduling and communication for vendor-sourced candidate interviews.,

As a Renewal Manager, you will be responsible for managing the entire renewal cycle, ensuring contracts are processed accurately and on time. This includes coordinating with customers, partners, and internal teams to gather necessary information and approvals before contract expiration dates. You will also maintain up-to-date information in Salesforce to track contract status and renewal progress, while documenting all interactions and outcomes in accordance with company policies. In addition, you will independently or collaboratively identify opportunities for up-selling and cross-selling additional products and services. By evaluating market conditions and company profitability goals, you will develop strategies to communicate and justify any price adjustments to customers. Your role will also involve reviewing historical data to accurately determine current profitability, forecast future margins, and optimize the renewal cycle for improved revenue retention. Furthermore, you will partner with various internal teams such as Finance, Legal, and Compliance to ensure alignment with forecasts, revenue targets, and adherence to company policies and regulations. Building and maintaining strong relationships with customers is crucial, as you will act as a trusted advisor for their ongoing needs. By resolving any customer concerns and proactively escalating issues when necessary, you will contribute to scalable customer engagement models that drive adoption and satisfaction. Your experience in B2B SaaS customer success and account management, along with a proven track record of driving customer retention, adoption, and expansion, will be valuable in this role. The ability to engage senior executives, lead strategic business reviews, and influence key decision-makers is essential. Proficiency in Salesforce CPQ, Oracle Fusion, SAP, and strong executive communication, negotiation, and presentation skills are also desired qualities for this position.,

As a Portfolio & Service Manager in the Business Banking function, your primary responsibility is to monitor critical parameters for customers regularly to ensure the overall health of the portfolio. It is crucial to maintain portfolio hygiene and ensure timely renewals. Building relationships both within and outside the organization to identify value-creating opportunities is essential, contributing significantly to the bank's organizational objectives and budget planning. Your roles and responsibilities include monitoring 8 key parameters for customers, managing the Deferrals process, tracking account conduct, and ensuring the timely acknowledgment of DDPO for balance transfers. Identifying trends from collection metrics and collaborating with the Strategic Business head to develop action plans to minimize delinquencies are vital tasks. Working closely with collections to mitigate NPAs, identifying early warning signals, and partnering with Enterprise Risk to mitigate financial risks are also key responsibilities. Post-NPA, you will provide information to the collections and legal teams, maintaining customer engagement to resolve irregularities within regulatory frameworks. You will classify cases for restructuring or legal intervention, devise action plans, and ensure their implementation. Additionally, you will aggregate competitor policies, define collection policies, and implement mechanisms to cater to the target customer segment. Ensuring team adherence to defined processes and policies when dealing with delinquent customers, collaborating with business and support teams for issue resolution, and overseeing agency management are critical aspects of your role. Driving business and data analytics, recommending process and policy improvements, staying updated on global market trends and competitor strategies, and leading initiatives to reduce operational costs and increase profitability are also part of your responsibilities. To qualify for this role, you should have a Bachelor's degree in Engineering, Technology, Maths, Commerce, Arts, Science, Biology, Business, Computers, or Management. A post-graduate degree such as an MBA or PGDM is preferred. Additionally, you should have at least 8 years of experience in business banking. Your contribution as a Portfolio & Service Manager will play a significant role in ensuring the financial institution's portfolio health and achieving organizational objectives.,

As an Account Manager at Even, your primary responsibility will be to manage end-to-end relationships with corporate clients, ensuring their satisfaction, engagement, and long-term retention. You will play a crucial role in building strong, lasting partnerships, contributing to revenue growth through retention and upselling, and maintaining high client satisfaction levels. Your key responsibilities will include acting as the main point of contact for all assigned accounts, collaborating with the sales team during pre-sales and onboarding processes, fostering relationships with key stakeholders, developing and executing engagement strategies, and working closely with internal teams to deliver a consistent client experience. Additionally, you will be required to conduct regular monthly and quarterly business reviews to assess performance, identify areas for improvement, and own the entire renewal process from RFQ to benefit design and final presentation. To excel in this role, you should have at least 2-3 years of experience in Sales, Account Management, Customer Success, or Business Development. Strong communication skills in English are essential, and fluency in Kannada and/or Hindi would be advantageous. A proven track record of managing client relationships, delivering on retention goals, and handling complex client requirements is also required. You should possess a proactive, client-first mindset with a passion for improving customer experience. Skills in engagement strategy, building strong relationships, cross-functional collaboration, customer experience, stakeholder management, and client relationship management will be crucial for success in this role.,

As a Customer Success Manager at AI Trillion, a leading Marketing automation- SAAS Company dedicated to revolutionizing the e-commerce industry, you will play a crucial role in ensuring the success and satisfaction of our SaaS customers. Your responsibilities will include guiding new customers through the onboarding process, driving product adoption, fostering strong relationships with key stakeholders, monitoring customer health, collecting feedback for continuous improvement, managing renewals, and advocating for customer satisfaction. In the customer onboarding phase, you will collaborate with the sales and implementation teams to understand customer goals and expectations, ensuring a smooth and positive experience for new customers. You will proactively engage with customers to drive product adoption and usage, providing training sessions and resources to maximize the value of our SaaS solution. Building strong relationships with key stakeholders within customer organizations will be essential, as you act as the main point of contact for customers, addressing inquiries, concerns, and providing ongoing support. Monitoring customer health and identifying potential issues will allow you to work closely with customers to address challenges and ensure their success. Gathering feedback from customers and communicating insights to the product development team will be crucial for continuous improvement. Conducting regular check-ins to understand evolving customer needs and priorities will help in providing exceptional service. Collaborating with the sales team for successful renewals, identifying upsell or cross-sell opportunities, and developing strategies to increase customer lifetime value are also part of your responsibilities. To qualify for this role, you should have a Bachelor's degree in business, marketing, or a related field, along with proven experience in a customer-facing role, preferably in a SaaS environment. Strong communication, presentation, and interpersonal skills are essential, as well as the ability to understand and articulate technical concepts. Proactive problem-solving, critical-thinking skills, and experience with customer success tools and platforms are considered advantageous. Join our team at AI Trillion and be part of our exponential growth in the e-commerce landscape.,

As a Customer Success Manager at our organization located in Calicut, you will be an integral part of our team, focusing on delivering exceptional value to our clients. Your primary responsibilities will include guiding clients through onboarding, nurturing long-term relationships, and ensuring their success with our platform. You will serve as the bridge between our clients and internal teams, acting as the voice of the customer and a trusted advisor. Your key responsibilities will include leading client onboarding and training sessions to help them maximize the benefits of our platform. You will establish and maintain strong relationships with clients through regular communication, feedback sessions, and strategic discussions. Identifying upsell and cross-sell opportunities aligned with client objectives will be crucial, requiring collaboration with sales and product teams. Additionally, you will be the primary point of contact for resolving client concerns promptly and efficiently in collaboration with our support team. Monitoring client usage and health metrics to proactively address any risks and enhance user engagement will be essential. Your role will also involve advocating for clients by providing insights and strategic recommendations to help them achieve their goals, ultimately driving high retention rates and ensuring client satisfaction. To be successful in this role, you should hold a Bachelor's degree in any discipline and have at least 2 years of experience in customer success, account management, or a client-facing role. Excellent communication skills in English, with proficiency in Hindi being a plus, are required. Strong interpersonal skills, the ability to manage multiple accounts effectively, and experience working with CRM systems will be advantageous. You should also possess strong analytical skills, be comfortable working with performance metrics and data insights, and have a proactive, customer-first mindset. If you are a proactive, people-centric individual with a passion for driving customer success and building strong relationships, we encourage you to apply for this exciting opportunity. Join us in helping our clients achieve their objectives and grow their businesses while contributing to our team's success.,

As a Key Account Executive - Renewals at Restroworks, you will be responsible for managing the renewal process for a portfolio of B2B SaaS customers. Your role will be crucial in ensuring customer satisfaction and retention by collaborating with sales, customer success, and finance teams. Your responsibilities will include owning the end-to-end renewal process, engaging proactively with customers to understand their needs, and maintaining accurate records in CRM systems. You will also focus on building strong relationships with key stakeholders, acting as a trusted advisor, and providing insights into industry trends. In case of any customer concerns or issues, you will address and resolve them by partnering with relevant teams. The ideal candidate for this role should have experience in managing renewals, strong negotiation skills, and the ability to work independently while meeting deadlines. Joining our team will give you the opportunity to work with a leading Restaurant SaaS product, collaborate with numerous brands globally, and be part of a small and friendly marketing team. If you are looking to be part of an open and transparent work culture, this role is perfect for you.,

Roles and Responsibilities: Join our team as a Renewal Manager at Care Health Insurance to spearhead the crucial function of policy renewals and ensure exceptional customer retention. This role involves proactive engagement with policyholders, a deep understanding of health insurance products and processes, and seamless coordination with various internal departments to guarantee a smooth and efficient renewal experience, thereby maximizing customer lifetime value and contributing directly to the company's sustained growth. Key Responsibilities: Policyholder Engagement & Renewal Management: Proactively contact existing policyholders for health insurance policy renewals, explaining policy terms, benefits, premium structures, and any new features or endorsements. Address customer queries, concerns, and objections related to their policy, premium calculations, claim history impacts, and available add-on covers to facilitate successful renewals. Guide customers through the renewal process, including documentation, payment options, and policy modifications (e.g., changes in sum insured, inclusion/exclusion of family members). Identify opportunities for cross-selling relevant health insurance products or up-selling higher sum insured policies/riders during the renewal conversation based on customer needs. Strategize and execute initiatives to achieve individual and team-based policy renewal targets. Maintain a high level of customer satisfaction during the renewal cycle, ensuring a positive brand experience. Operational Support & Process Optimization: Provide essential support for backend operations related to policy renewals, including accurate data entry, policy issuance coordination, and premium reconciliation with the finance department. Liaise effectively with underwriting, claims, and IT teams to resolve complex customer queries or operational bottlenecks impacting renewals. Ensure all renewal processes comply with internal company guidelines and IRDAI (Insurance Regulatory and Development Authority of India) regulations. Maintain accurate records of all customer interactions and renewal statuses within the CRM system. Identify areas for process improvement within the renewal cycle to enhance efficiency, reduce turnaround times, and improve the overall customer experience. Qualifications: Bachelor's degree in any discipline. Strong understanding of health insurance products and policy structures. Excellent verbal and written communication skills, with a strong customer-centric approach. Ability to effectively explain complex policy details and handle customer objections. Strong organizational skills and attention to detail for process management and data accuracy. Proficiency in using CRM software and Microsoft Office Suite (Excel, Word). Ability to work independently and as part of a collaborative team. Problem-solving aptitude with a proactive approach to addressing challenges.

Who You'll Work With This role resides in the Customer Experience organization, one of Ciscos fastest-growing teams that deliver profitable growth throughout the customer lifecycle with a series of selling motions to drive higher value and an optimal experience from Cisco solutions. What You LL Do Quota-carrying professional responsible for managing the renewal of recurring offers. Collaborates with Cisco sales and customer success teams and partners, develop strategies to ensure timely renewals and minimize revenue attrition. RMs oversee the renewals process, validate customer data, and leverage negotiation skills to maintain agreement integrity. Acting as trusted advisors, they assess revenue risks, address customer pain points, and drive recurring revenue growth through effective renewals. Core Responsibilities - Owner of the renewal processManage renewal quotes and ensure on-time closures Collaborate with CS, and Account teams to align strategies Risk Mitigation and customer retention Upsell to drive growth in recurring revenue Demonstrates technology's business value to customers Success Measures IQRR Attrition Expansion ALC to EA Conversion Deal Pulse SFDC Hygiene Who You Are Strengths needed: The Renewal Manager will be encouraged to have over 15 years of Sales experience and quota-carrying in the Technology industry or equivalent industries. Understands basic business mathematics, financial strategies, and performance indicators and applies that knowledge to the client's economic and buying environment. Must be able to negotiate large and sophisticated deals with C Level executives. If experienced with SP customers, it will an advantage Optimally explores interests and options to reach outcomes that gain the agreement and acceptance of all parties by using legitimate data and objective criteria to support one's proposal. The candidate should have experience in building effective account plans and communicating them to collaborators. Excellent written and oral communication skills with external customers, team, management, and with Cisco Sales Team. Ensures the level of communication is appropriately focused for the audience they are communicating. Required Experience, Skills, and Alignment: Proficiency in SalesForce.com and system and database proficiency (Oracle Service Contracts/Discovery experience a plus) Analytical skills to interpret data and produce summaries Effective customer services skills to resolve partner/customer issues Excellent presentation skills Highly developed negotiation/influencing skills. Excellent decision-making skills and self-reliance with the ability to make decisions. Positive demeanour, professional work ethic, and standards. Proven understanding and passion for technology. (Service Provider will be an advantage).

Firstventure is seeking a highly skilled and client-focused Key Account Manager to join our team. We are looking for an individual with strong communication and interpersonal skills, capable of building and maintaining lasting relationships with our most important clients. The ideal candidate will be adept at managing key accounts, driving renewals, and ensuring overall customer success. Responsibilities: Key Account Management: Effectively manage a portfolio of key accounts, serving as the primary point of contact and fostering long-term relationships. Renewal Management: Take ownership of client renewals, ensuring high retention rates and continued business. Cross-Selling: Identify opportunities and actively cross-sell partner solutions that add value to client operations. Customer Success: Proactively work to ensure the success and satisfaction of key customers by understanding their needs and facilitating solutions. Case Study Creation: Develop compelling case studies highlighting client success stories and the value derived from our solutions. Qualifications: Bachelor's degree in Business or a related field. Strong communication and interpersonal skills. Proven ability to build and maintain strong client relationships. Desired Qualities & Skills: Experience in selling IT or SaaS solutions. Ability to analyze, calculate, and reason a situation effectively. Strong capability in establishing credibility and being decisive. Aptitude for getting along with diverse personalities easily. Proficient in handling deadlines and taking responsibility. Possesses a sharp eye for detail. Possesses superior presentation skills. Excellent ability to speak and write clearly and correctly. Demonstrated ability to manage a large number of prospect situations simultaneously. Skilled in positioning company products effectively against direct and indirect competitors.

Firstventure is seeking a highly skilled and client-focused Key Account Manager to join our team. We are looking for an individual with strong communication and interpersonal skills, capable of building and maintaining lasting relationships with our most important clients. The ideal candidate will be adept at managing key accounts, driving renewals, and ensuring overall customer success. Responsibilities: Key Account Management: Effectively manage a portfolio of key accounts, serving as the primary point of contact and fostering long-term relationships. Renewal Management: Take ownership of client renewals, ensuring high retention rates and continued business. Cross-Selling: Identify opportunities and actively cross-sell partner solutions that add value to client operations. Customer Success: Proactively work to ensure the success and satisfaction of key customers by understanding their needs and facilitating solutions. Case Study Creation: Develop compelling case studies highlighting client success stories and the value derived from our solutions. Qualifications: Bachelor's degree in Business or a related field. Strong communication and interpersonal skills. Proven ability to build and maintain strong client relationships. Desired Qualities & Skills: Experience in selling IT or SaaS solutions. Ability to analyze, calculate, and reason a situation effectively. Strong capability in establishing credibility and being decisive. Aptitude for getting along with diverse personalities easily. Proficient in handling deadlines and taking responsibility. Possesses a sharp eye for detail. Possesses superior presentation skills. Excellent ability to speak and write clearly and correctly. Demonstrated ability to manage a large number of prospect situations simultaneously. Skilled in positioning company products effectively against direct and indirect competitors.

We're Hiring: IT Procurement Specialist Location: Vijayawada Experience: 5-10 Years | Type: Full-Time | Industry: IT Procurement, Public Sector, Contract Management Are you experienced in procuring IT solutions and managing vendor contracts within government frameworks? Were looking for an IT Procurement Specialist who can lead strategic sourcing initiatives, ensure compliance, and drive value from technology vendors. Role Overview As an IT Procurement Specialist, you’ll lead procurement operations for software, hardware, and cloud-based services while ensuring alignment with both technical requirements and regulatory standards. Key Responsibilities Design and execute IT procurement strategies covering software, hardware, and professional services Draft and review RFPs, SoWs, and contract documentation Ensure compliance with government procurement policies and standards Analyze vendor proposals through technical and financial evaluation frameworks Negotiate contract terms, SLAs, pricing, and renewal terms with vendors Required Skills In-depth knowledge of government procurement frameworks and practices Proven experience in IT contract management, vendor evaluation, and strategic negotiation Familiarity with low-code/no-code platforms, AI tool sourcing, and cloud service procurement Ability to manage complex procurement lifecycles in a regulated environment Preferred Certifications CIPS – Chartered Institute of Procurement & Supply ITIL – For IT Service Management Role & responsibilities Preferred candidate profile

Job description for an FNB (Fellow of the National Board). Would involve tasks related to managing and supporting the accreditation and renewal process for medical fellowship programs, including ensuring compliance with NBEMS regulations and processing applications accurately and efficiently. Application and Renewal Management: Application Processing: Reviewing and processing applications for fresh and renewal of accreditation for FNB programs, ensuring all required documents and information are submitted and complete. Compliance: Ensuring that all applications comply with NBEMS guidelines, regulations, and requirements. Accreditation Standards: Understanding and applying the accreditation standards for FNB programs, ensuring that institutions meet the necessary criteria. Online Portal: Managing and maintaining the online application portal for FNB accreditation, including user registration, application submission, and status updates. Data Entry: Accurately entering and updating information on the application portal, ensuring data integrity and accuracy. Documentation: Maintaining accurate records of all application and renewal processes, including correspondence, supporting documents, and audit trails. Renewal Process: Managing the renewal process for existing accredited institutions, including providing necessary information, reminders, and updates. Supporting Roles: Communication: Responding to inquiries from applicants and institutions regarding the application and renewal process, providing clear and concise information. Training: Providing training and guidance to institutions on how to apply for accreditation and renewal, ensuring they understand the process and requirements. Advisory: Providing advice and guidance to institutions on how to meet accreditation standards and requirements. Data Analysis: Analyzing data related to applications and renewals to identify trends and patterns, providing insights for improvement. Reporting: Preparing reports on application and renewal processes, providing insights on performance and areas for improvement. Additional Notes: Familiarity with the NBEMS (National Board of Examinations in Medical Sciences) guidelines and regulations is essential. (BAMS/BHMS/MMBS)

Renewal Processing Manage the complete end-to-end renewal process for assigned accounts Ensure accuracy, timeliness, and smooth execution of contract renewals Leverage knowledge of Quickbase products, services, and entitlements to support renewal activities Metrics Management Monitor and contribute toward achieving Gross Retention Rate (GRR) targets Track and improve on-time renewal performance Participate in post-renewal CSAT survey implementation and analysis Support ROI and cost-effectiveness assessments against operational goals Team Collaboration Work in close alignment with the AeriesQuickbase team to share renewal updates and insights Coordinate with Quickbase leads and AERIES renewal specialists to resolve challenges and enhance efficiency Training and Development Stay updated on Quickbase and Fast-Field offerings, services, and market trends Engage in training initiatives to deepen knowledge relevant to the renewal lifecycle Systems Management Utilize CRM and renewal management tools effectively for tracking, reporting, and customer engagement Contribute to system/process improvements aimed at optimizing efficiency and accuracy Qualifications Bachelor's degree in Business, Marketing, or related discipline Demonstrated experience in renewals, customer success, or account management Strong communication and negotiation skills High attention to detail, with excellent organizational and time management capabilities Proven ability to work cross-functionally and collaboratively

Job Title: Vice President - Account Management As a Vice President of Account Management, you will be responsible for overseeing the strategy and execution of account management operations to enhance client relationships, drive client satisfaction, and generate revenue growth. This role requires a strategic mindset and exceptional leadership skills to ensure that the account management team delivers high-quality service while effectively aligning with the organization's goals and objectives. Roles and Responsibilities: 15 years of progressive experience in account management, customer success, or sales leadership Develop and implement effective account management strategies to achieve business objectives. Oversee and guide the account management team in managing client relationships to ensure satisfaction and retention. Analyze client feedback and market trends to identify opportunities for improvement and growth. Work collaboratively with sales, marketing, and product teams to define account growth strategies. Provide leadership and mentorship to account managers, fostering professional development and high performance. Conduct regular performance reviews and set actionable goals for the account management team. Ensure the alignment of account management practices with company policies and compliance standards. Proven track record in B2B SaaS environment, preferably within HR technology or related verticals Qualifications: Bachelor's degree in Business Administration, Marketing, or a related field; Master's degree preferred. Proven experience in account management or a similar leadership role within a client-facing environment. Strong analytical skills with the ability to derive insights from data to inform decision-making. Excellent communication and interpersonal skills, with the capacity to build relationships at all organizational levels. Demonstrated ability to lead and inspire teams to achieve performance objectives. Proficiency in CRM tools and account management software.

What You'll Do The Renewals Manager is responsible for overseeing and guiding the Renewals team to ensure timely and efficient management of all contract renewals. This includes driving proactive renewal activities, stakeholder management, collaborating with Customer Account Managers (CAMs) and to identify risks, product usage issues, downgrades, and cancellations, and ensuring all relevant renewal information is communicated for successful customer engagement. The leader will manage to ensure proper contract pricing, and strategies to minimize churn and protect revenue along with forecasting monthly renewal activity. What Your Responsibilities Will Be Duties: Team Leadership: Oversee the Renewals team, ensuring all renewal opportunities are worked on 120 days prior to contract renewal dates for both H1 and H2 periods. Renewal Coordination: Making sure Customer Account Managers (CAM) and Managers are informed about upcoming monthly renewals, risks, product usage (including zero/low usage products), and any downgrades or cancellations, enabling proactive customer conversations. Account Review & Collaboration: Coordinate with your Renewals Sales Analysts (RSA) to ensure CAM managers meet their 95% AR quota along with timely update of decks to the CAMs. Contract & Pricing Management: Reviewing price lock clauses; identifying risk portfolios for the accounts held by RSAs under you. Ensure that pricing changes are communicated clearly to the CAMs for accurate quoting. Quote Creation & Approval: Lead the team in creating accurate renewal quotes in collaboration with CAMs, ensuring all changes are captured and that customer approval is obtained via email before processing it further. Forecast & Reporting: Identify anchor renewal lists, monitor monthly cancellations requests, cases, create renewal and reviving strategy with the CAM managers and RSA for high risk accounts Forecast MRR for your team and identify retention risks highlighting it to the AE managers Measure churn MoM basis and drive strategies to minimise it with the CAM Managers (to be discussed) Discount Strategy: Maintain and communicate a discount grid based on product usage and new tiers, ensuring CAMs follow established discounting practices to avoid over-discounting. Track over discounting and impact on GRR Tool Management and audit: Ensure the team is effectively utilizing tools such as Salesforce, CPQ, Gong, and Gainsight for tracking renewal opportunities, managing quotes, and maintaining up-to-date records. Regular audit on renewal next steps and progress Enablement: Work with the enablement team to ensure RSA team has required trainings to understand Cases & Cancellation cases, SmartTasks, Invoices & Payments, GoLive Implementation summary, Finance and Accounting processes, CPQ, Gainsight Account Health module and Collections Guide the team in creating compelling renewal decks for these calls. What You'll Need to be Successful Qualifications: 3+ years experience in managing renewal/sales teams or similar customer-focused roles. Strong understanding of subscription based contract renewal processes, pricing models, and discounting strategies. Proficiency in Salesforce, CPQ, Gong, and Gainsight or similar CRM and CPQ tools. Exceptional stakeholder management, communication, and organizational skills. Ability to collaborate with cross-functional teams to achieve business objectives.

What You'll Do The Renewal Analyst will help drive the renewal process for contracts, working with Customer Account Managers (CAMs) and other teams to ensure timely, accurate, and efficient contract renewals. You will manage the end-to-end renewal process, from early-stage preparation and contract reviews to finalizing the renewal quote, all while maintaining a strong focus on customer retention and maximizing revenue opportunities. You will collaborate with CAMs, Finance, CX, and other stakeholders to ensure that the renewal process aligns with business goals and customer expectations. You will report to the RSA Manager. (This is an individual contributor role). What Your Responsibilities Will Be Proactive Renewal Opportunity Management: You will work on renewal opportunities 120 days prior to the renewal date for Anchor contracts in both the 1st and 2nd halves of the year (H1 & H2). Work with CAMs to schedule account review calls with customers and ensure that the renewal process is aligned with customer needs. You will create the renewal presentation deck in collaboration with the CAM, ensuring all relevant details are covered. Contract Review and Price Lock Management: You will review existing and previous contracts to identify price lock conditions, ensuring that all pricing terms are following customer agreements. You will inform the CAM of any necessary changes to quote pricing based on the contract review. Discount Guidelines and Discount Grid Management: You will maintain the discount grid for each product based on usage and new pricing tiers. You will ensure CAMs are communicated on the discount grid and effect of unauthorized or excessive discounts Collaboration on Downgrades, Cancellations, and Adjustments: You will collaborate with CAMs to understand any customer-focused product downgrades or cancellations and incorporate these changes into the renewal quotes. You will help evaluate opportunities for additional discounts or adjustments for the upcoming subscription year and ensure these changes are reflected in the renewal quotes. Renewal Communication and Notifications: You will inform CAMs of all upcoming contract renewals for both halves of the year, ensuring that renewal deadlines and timelines are tracked. You will notify CAMs about products with zero or low usage within customer accounts and ensure these topics are addressed during the customer meeting to maximize engagement. Renewal Quote Creation and Customer Approval: You will collaborate with CAMs to create accurate and comprehensive renewal quotes, capturing all agreed-upon changes and adjustments. You will secure email approval from customers for renewal quotes to ensure that all terms are agreed upon before finalizing the contract. System Efficiency and Data Management: You will use Salesforce, CPQ, Gong, and Gainsight to manage renewal opportunities and ensure all data is updated and accurate ensuring processing and tracking of renewals, quotes, and customer interactions. Cross-Functional Collaboration: You will work with the CAM, Finance, CX, and Global Services Organization (GSO) to resolve issues, improve processes, and ensure that all renewal requirements are met. You will provide proactive support and insights to our teams to provide a smooth renewal process. Key Performance Indicators (KPIs): On-Time Renewals: Ensure renewals are completed 15 days before the renewal date to support our overall renewal targets. Gross Revenue Retention (GRR%): Maintain high retention rates by focusing on customer satisfaction and timely, accurate renewal processes. Post-Renewal Concessions: Keep post-renewal concession rates low by ensuring pricing and discounting protocols are followed. Renewal Quote Accuracy: Ensure all renewal quotes are accurate, capturing all changes made during the renewal process. Follow Discounting Grid: Maintain agreement on the discounting guidelines, ensuring discounts are within the approved grid. System Efficiency: Efficient use of Salesforce, CPQ, Gong, and Gainsight, ensuring that data is updated and renewal tasks are managed. Customer Approval: Ensure renewal quotes are sent to customers promptly and secured with email approvals promptly. What You'll Need to be Successful Experience: 3+ years of experience in renewal management, account management, or customer success in a B2B or SaaS environment. Education: Bachelors degree or equivalent experience .

Day-to-day responsibilities for the Renewal Growth Specialist (RG Specialist) may include, but are not limited to: Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquiries Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system

Day-to-day responsibilities for the Renewal Growth Specialist (RG Specialist) may include, but are not limited to: Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquiries Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system

Day-to-day responsibilities for the Renewal Growth Specialist (RG Specialist) may include, but are not limited to: Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquiries Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system

Day-to-day responsibilities for the Renewal Growth Specialist (RG Specialist) may include, but are not limited to: Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquiries Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system

Day-to-day responsibilities for the Renewal Growth Specialist (RG Specialist) may include, but are not limited to: Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquiries Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system