Renewals Specialist

Derivia Intelligence Limited; Greater London; On-site; GBP 23,000 - 36,000; Full time

Job summary

Derivia Intelligence Limited is seeking an entry-level Renewals Specialist to manage renewals for a portfolio of subscription accounts and ensure on-time processing. You will learn how customers use our products, identify risks, and spot growth opportunities while receiving full training and support.

You will build relationships with key contacts, support onboarding, and maintain renewal data in Salesforce as you develop with the Sales Team across product lines and markets.

Qualifications

• Degree-level education or equivalent is preferred.
• Some experience in a customer-facing, sales or account management role is preferred.
• Interest in financial services markets and a willingness to learn is required.
• Knowledge of derivatives or capital markets is desirable.
• Strong written and verbal communication skills are required.
• Good organisational skills and attention to detail are required.
• Comfortable with numbers and reviewing usage data is required.
• Confident with Microsoft Office is required.
• Experience of Salesforce or another CRM is desirable.

Responsibilities

• Manage the renewal process for an assigned portfolio of accounts, ensuring renewals are processed accurately and on time.
• Aim to achieve renewal and retention targets, collaborating with senior colleagues on larger accounts.
• Monitor customer usage and engagement and flag cancellation risks early.
• Identify upsell and cross-sell opportunities during renewal conversations and pass them to the relevant Account Manager.
• Build relationships with key contacts in accounts and learn how they use Derivia’s services.
• Support onboarding of new users and run product training sessions as knowledge develops.
• Act as a point of contact for customer queries on renewals, access and invoicing.
• Keep accurate, up-to-date account and renewal records in Salesforce.
• Develop knowledge of products, markets, and company goals.

Skills

Communication skills

Organisational skills

Attention to detail

Numerical data analysis

Microsoft Office proficiency

Education

Degree-level education or equivalent

Tools

Microsoft Office

Salesforce CRM

Job description

Job Description

Derivia Intelligence is a leading provider of specialist data and insights to the global financial services industry. Through its brands Structured Retail Products (SRP), GlobalCapital (GC) and Futures & Options World (FOW), the group delivers mission-critical products that enable clients to navigate complexity and drive performance across some of the most intricate areas of global finance.

Job Purpose

The Renewals Specialist is an entry-level role in the Account Management team, suited to a recent graduate or someone early in their commercial career. You will manage the renewal process for a portfolio of subscription accounts, making sure customers keep getting value from Derivia Intelligence’s services and renew on time. You will learn how our customers use our products, spot early signs of risk and pass growth opportunities to the wider team. To succeed in this role you will need to be organised, curious and keen to build a career in B2B sales and account management. Full training and support will be provided.

Key Objectives

• Manage the renewal process for an assigned portfolio of accounts, making sure renewals are processed accurately and on time.
• Achieve agreed renewal and retention targets, working with senior colleagues on more complex or higher-value accounts.
• Monitor customer usage and engagement, and flag cancellation risks to your manager early.
• Identify upsell and cross-sell opportunities during renewal conversations and pass them to the relevant Account Manager.
• Build working relationships with key contacts in your accounts and learn how they use Derivia’s services.
• Support the onboarding of new users and run product training sessions as your knowledge develops.
• Act as a point of contact for customer queries on renewals, access and invoicing, escalating where needed.
• Keep accurate, up-to-date account and renewal records in Salesforce.
• Build your knowledge of our products, the markets we serve and the company’s short, medium and long-term goals.

Key Interfaces

• Work with the Director of Account Management to track performance against agreed targets and set your development goals.
• As a member of the Derivia Intelligence Sales Team, support colleagues where needed so that individual and company targets are met.
• Share customer feedback with the relevant teams to help improve our service and content.
• Maintain regular contact with the Global Sales Team, Operations, Finance and Marketing.
• Consider how your decisions and suggestions affect other areas of the company, and be aware of the positive and negative impacts they may have on those departments.

Knowledge, Experience And Skills

• Degree-level education or equivalent experience, preferred
• Some experience in a customer-facing, sales or account management role, including internships or placements, preferred
• Interest in financial services markets and a willingness to learn, required
• Knowledge of derivatives or capital markets, desirable
• Strong written and verbal communication skills, required
• Good organisational skills and attention to detail, required
• Comfortable with numbers and reviewing usage data, required
• Confident with Microsoft Office, required
• Experience of Salesforce or another CRM, desirable

Attributes

• Self-motivated and results-oriented, with a positive outlook
• Customer mind-set
• Eager to learn and open to feedback and coaching
• Adaptable and relishes new challenges
• Well organised, able to manage deadlines across multiple accounts
• Ambitious for own development, the team and the business