Account Management & Renewals Coordinator

Michael Sullivan & Assoc; Sacramento (CA); Remote; USD 40,000 - 48,000; Full time

Benefits offered by this job

Medical plan

Dental coverage

Vision coverage

Life/AD&D

EAP

401(k) retirement plan

FSA

Pet Insurance

Job summary

Sullivan on Comp is hiring an Account Management & Renewals Coordinator to support renewals, account management, and growth in a primarily remote role with travel. You will work with the Account Executive responsible for renewals and customer retention, ensuring timely handling of requests and accurate account data.

The role requires 2+ years in sales/business development in related industries, experience with HubSpot, and strong organizational and communication skills.

Qualifications

• 2+ years in sales or business development in Workers’ Compensation, Insurance, Legal Tech, SAAS or similar Legal Services industry.
• Experience using HubSpot or similar CRM.
• Experience providing client activation and renewal support to account management, sales, or customer success teams.
• Strong organizational skills, detail-oriented, excellent time management and follow-through.
• Willingness to travel for conferences, trade shows, and firm meetings.

Responsibilities

• Manage end-to-end renewal process, track upcoming renewals, coordinate communications, process standard renewal requests, and maintain renewal status in HubSpot.
• Monitor accounts and proactively identify renewals, retention risks, account changes, or nonstandard situations needing AE involvement.
• Maintain accurate CRM records and coordinate routine account updates with internal teams.
• Support retention and growth by identifying upgrade opportunities and escalating to AE.
• Prepare quotes, contracts, renewal documents, reviews, and related documentation; track outstanding items.
• Maintain renewal forecasts, reports, and account-status tracking for decision-making.
• Respond to standard account and renewal inquiries and maintain client engagement between strategic conversations.
• Coordinate with Sales, Customer Service, Finance and others to ensure timely resolution and positive client experience.
• Provide account intelligence on upcoming renewals, key accounts, retention opportunities and customer trends.

Skills

HubSpot CRM

Renewals support

Customer service

Organizational skills

Time management

Multi-tasking

Communication

Travel-ready

Tools

HubSpot

CRM systems

Job description

Account Management & Renewals Coordinator (Travel/Remote)

Sullivan on Comp is a subscription-based legal research and technology platform serving the California workers’ compensation industry. The sales team is also expanding its business-development efforts for Cadence, an AI platform used by law firms and claims organizations to review and analyze workers’ compensation matters. Sullivan on Comp is seeking a highly organized, detail-oriented Account Management & Renewals Coordinator to provide direct support to the Account Executive responsible for renewals, account management, customer retention, and account growth. The primary focus of this role is to ensure that renewals, customer requests, account changes, documentation, and follow-up activities are handled accurately and on time, while promptly identifying matters that require Account Executive involvement.

Compensation

• Compensation: $29 – $35/hour ($60,320 – $72,800 annually)
• Annual performance incentive of 5% target / 7.5% maximum

This position is classified as non-exempt and is eligible for overtime in accordance with applicable law.

Travel & Work Location

• Candidate must reside in CA.
• This position can be performed primarily in a remote environment, with up to 15% - 25% travel.
• Travel may include but is not limited to 2-3 meetings in SoCal Office, approximately 10 industry conferences or trade shows each lasting 2-4 days, and additional occasional business travel on an as-needed basis.

Daily Objectives

• Manage the end-to-end renewal process, including tracking upcoming renewals, coordinating customer communications, processing standard renewal requests, and maintaining accurate renewal status in HubSpot.
• Monitor customer accounts and proactively identify renewals, retention risks, account changes, or nonstandard situations requiring Account Executive involvement.
• Maintain accurate group-account, subscription, billing, user, and account information while coordinating routine account updates with internal teams.
• Support customer retention and growth initiatives by identifying potential upgrade, expansion, and Cadence opportunities and escalating them to the Account Executive.
• Prepare quotes, contracts, renewal documents, account reviews, and related documentation while tracking outstanding forms, requests, and customer commitments through completion.
• Maintain accurate CRM records, customer interactions, renewal activities, forecasts, reports, and account-status tracking to support informed decision-making.
• Conduct routine customer follow-up, respond to standard account and renewal inquiries, and help maintain engagement between strategic account conversations.
• Coordinate with Sales, Customer Service, Finance, and other internal stakeholders to ensure timely resolution of customer requests and a positive client experience.
• Provide actionable account intelligence by identifying upcoming renewals, accounts requiring attention, retention opportunities, and customer trends that support account management strategy.
• Support industry conferences, trade shows, and firm events through event preparation, on-site participation, customer engagement, lead follow-up, and business travel as needed.

Skills & Experience

• 2+ years of experience in sales and/or business development in the Workers’ Compensation, Insurance, Legal Tech, SAAS, or similar Legal Services industry.
• Experience using HubSpot or similar CRM.
• Experience providing client activation and renewal support to account management, sales, or customer success teams.
• Strong organizational skills, highly detail-oriented, excellent time management, and holding strong follow-through abilities.
• Strong multi-tasking abilities, ability to work independently, and proactively work as part of a team.
• Be comfortable working with spreadsheets, reports, databases, and sales systems.
• Strong customer service and ability to communicate professionally on the phone and via email.
• Exercise good judgment regarding when an issue should be escalated.
• Be willing and able to travel for conferences, trade shows, and firm meetings.

Health & Wellness

• Medical plan options including Kaiser Permanente HMO, Cigna EPO, and Cigna PPO.
• Dental coverage through Delta Dental with DHMO and PPO options.
• Vision coverage through VSP.
• Firm-Paid Life/AD&D (up to $150k) & Long-term Disability (LTD) Insurance.
• Firm-Paid Employee Assistance Program (EAP) offering confidential support.
• Retirement & Voluntary Benefits: 401(k) retirement plan with employer contribution.
• Critical Illness, Accident, and Hospital Indemnity Coverage, available at group rates.
• Flexible Spending Account (FSA) and Dependent Care Assistance Program (DCAP) options for eligible pre-tax expenses.
• Voluntary short-term disability (STD) coverage.
• Supplemental Life and AD&D Insurance.
• Optional Pet Insurance, because family comes in many forms.

Sullivan on Comp provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, gender identity or expression, age, disability, pregnancy, childbirth and related medical conditions, genetic makeup, marital status, military service, or any other classification protected by applicable local, state or federal laws.