Account Specialist

Jobtailor; Minnesota; On-site; USD 65,000 - 110,000; Full time

Job summary

Jobtailor seeks a Renewal Manager to own renewals for a U.S.-based account portfolio, engaging customers to confirm renewal intent and communicate value. You will prepare quotes, contracts, and related documentation while coordinating internal teams to ensure timely execution.

You will drive upsell opportunities, discuss pricing, and maintain CRM-based renewal forecasts, aiming to retain and expand customer relationships across a SaaS portfolio.

Qualifications

• 2+ years of experience in account management, renewals, inside sales, or customer-facing commercial roles.
• Experience managing a portfolio of customer accounts in SaaS or recurring-revenue environments.
• Bachelor's degree in Business, Marketing, Communications, or related field or equivalent experience.
• Professional written and verbal English communication skills.
• Commercial acumen and ability to discuss pricing, renewals, and expansion opportunities.
• Strong CRM, quoting, and sales-tools experience (Salesforce, CPQ, or similar).
• Ability to manage multiple renewals and deadlines in a fast-paced setting.
• Strong organizational skills and attention to detail.
• Experience traveling periodically within the United States as needed.

Responsibilities

• Own the end-to-end renewal process for an assigned portfolio of U.S.-based accounts.
• Engage customers to confirm renewal intent, communicate product value, and clarify contract terms.
• Prepare and manage quotes, order forms, contracts, and related documentation.
• Respond to inbound commercial inquiries about pricing, products, billing, and terms.
• Identify and execute upsell and cross-sell opportunities.
• Support pricing discussions and coordinate internal approvals and deal structure.
• Build trusted customer relationships and understand business needs and challenges.
• Create value-based propositions to support retention and growth.
• Analyze account data, renewal trends, and performance to identify risks and opportunities.
• Maintain accurate renewal, opportunity, and forecast information in CRM and quoting systems.
• Provide renewal pipeline visibility and revenue forecasts to leadership.
• Partner with Account Executives, Customer Success, Finance, Legal, and Operations.
• Coordinate internal resources to resolve issues and facilitate timely transactions.
• Share customer feedback and market insights to improve products and processes.
• Achieve or exceed renewal, retention, expansion, and engagement goals.

Skills

Account Management

Renewal Management

Salesforce

Pricing Discussions

Contract Negotiation

Customer Relationship Management

Upselling & Cross-Selling

Forecasting

Education

Bachelor's degree in Business/Marketing/Communications

Tools

Salesforce CPQ

Microsoft Dynamics

CRM Systems

Quoting Tools

Job description

• Own the end-to-end renewal process for an assigned portfolio of U.S.-based customer accounts
• Engage customers to confirm renewal intent, communicate product value, clarify contract terms, and ensure timely execution
• Prepare and manage quotes, order forms, contracts, and related commercial documentation
• Respond to inbound commercial inquiries about pricing, products, billing, and contract terms
• Identify and execute low- to moderate-complexity upsell and cross-sell opportunities
• Support pricing discussions and coordinate internal approvals, deal structure, and contract terms
• Build trusted customer relationships and understand customer business needs, objectives, and challenges
• Create and communicate value-based propositions supporting retention and account growth
• Analyze account data, customer activity, renewal trends, and commercial performance to identify risks and growth opportunities
• Maintain accurate account, opportunity, renewal, and forecasting information in CRM and quoting systems
• Provide renewal pipeline visibility and revenue forecasts to leadership and internal stakeholders
• Partner with Account Executives, Customer Success Managers, Finance, Legal, Operations, and other internal teams
• Coordinate internal resources to resolve customer issues and facilitate timely commercial transactions
• Share customer feedback and market insights to improve products, processes, and customer outcomes
• Achieve or exceed assigned renewal, retention, expansion, and customer engagement goals

Requirements

• 2+ years of experience in account management, renewals, inside sales, customer success, sales support, or another customer-facing commercial role
• Experience managing a portfolio of customer accounts in a SaaS, subscription, recurring-revenue, technology, professional services, legal, tax, financial, or information-services environment
• Bachelor's degree in Business, Marketing, Communications, or a related field, or equivalent relevant professional experience
• Professional written and verbal English communication skills
• Demonstrated commercial acumen and ability to discuss pricing, contract terms, renewal value, and expansion opportunities
• Strong customer relationship management, communication, and interpersonal skills
• Experience using CRM, quoting, and sales tools, such as Salesforce, CPQ platforms, or comparable systems
• Ability to manage multiple renewals, customer requests, and deadlines in a fast-paced environment
• Strong organizational skills, attention to detail, prioritization, and follow-through
• Analytical and solution-oriented mindset, with ability to identify account risks, trends, and growth opportunities
• Ability to work independently while collaborating effectively with cross-functional teams
• Ability to travel periodically within the United States, if required by business needs
• Experience supporting U.S.-based customers and familiarity with U.S. business practices, commercial buying cycles, and contracting processes
• Experience selling or supporting web-based, cloud-based, SaaS, data, workflow, research, compliance, legal, tax, financial, or technology solutions
• Experience with recurring-revenue metrics, including renewal rate, gross retention, customer retention, churn, upsell, cross-sell, pipeline health, and forecast accuracy
• Strong negotiation, objection-handling, and value-selling skills
• Experience developing customer-specific value propositions tied to business outcomes, efficiency gains, risk mitigation, or return on investment
• Familiarity with consultative selling or account-management methodologies
• Experience working with Salesforce, Salesforce CPQ, Microsoft Dynamics, or similar CRM and sales-technology platforms
• Proven history of meeting or exceeding renewal, retention, revenue, or account-growth targets
• Experience collaborating with Account Executives, Customer Success, Finance, Legal, Operations, Marketing, and Product teams

Core Competencies

Demonstrates expertise in managing customer renewals and account growth within a SaaS environment, leveraging strong analytical skills to identify risks and opportunities. Proficient in building customer relationships and communicating value propositions to drive retention and expansion.

Highest-signal resume keywords

• Account Management
• Customer Relationship Management
• SaaS Experience
• Salesforce Proficiency
• Analytical Skills

ATS Optimization Keywords

Hard Skills

• Renewal Management
• Contract Negotiation
• Value Selling
• Upselling
• Cross-Selling
• Forecasting
• Commercial Acumen
• Pricing Discussions
• Customer Retention Metrics
• Consultative Selling

Soft Skills

• Communication Skills
• Interpersonal Skills
• Organizational Skills
• Attention to Detail
• Problem-Solving

Industry Keywords

• SaaS
• Subscription Services
• Recurring Revenue
• Customer Success
• Commercial Buying Cycles

Tools & Technologies

• Salesforce
• Salesforce CPQ
• Microsoft Dynamics
• CRM Systems
• Quoting Tools