Customer Success & Renewal Specialist

Tricerat Inc; Baltimore (MD); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Hybrid schedule

Job summary

Tricerat is hiring a Customer Success Coordinator to drive day-to-day customer experience across our install base and manage migrations from legacy versions to ScrewDrivers releases. You’ll work inside HubSpot, maintaining renewals, reducing churn, and guiding customers with a health-first approach.

This role focuses on retention, advocacy, and data integrity within our CS motion. You’ll identify expansion signals, prepare renewal quotes, and coordinate with sales for clean handoffs, all while

Qualifications

• 1-2 years in customer success, renewals, account coordination, or revenue operations (B2B software strongly preferred)
• Working proficiency in HubSpot from day one — workflows/automations, sequences, deal pipelines, and reporting
• Strong written and verbal customer communication — you'll be the voice of Tricerat to hundreds of accounts
• A proactive, relationship-first instinct: you'd rather prevent churn than react to it
• Organized and reliable at scale: high volume, high accuracy, nothing dropped

Responsibilities

• Run proactive customer touchpoints through our established HubSpot cadence system — check-ins, health monitoring, and renewal outreach
• Spot early churn signals (non-responsive accounts, low engagement, support friction) and act on them before they become losses
• Support the renewal process end to end, including preparing and delivering renewal quotes and following them through to close
• Champion the customer experience — gather feedback, close the loop on issues, and make sure customers feel heard
• Build our public proof: drive G2 reviews, identify reference customers, and surface case study candidates
• Track customer satisfaction and share what you're hearing with product, support, and revenue leadership
• Help maintain and refine the HubSpot automations behind our CS motion — workflows, sequences, task queues, and reporting
• Keep customer and pipeline data clean and reliable, reconciling with NetSuite where needed
• Suggest and implement improvements as the cadence system matures
• Manage the pipeline of customers on legacy product versions and coordinate their migration to current ScrewDrivers releases
• Communicate migration timelines, requirements, and benefits; coordinate scheduling with support and engineering
• Track migration status per account and report on progress
• Identify expansion opportunities during renewal and migration conversations (seat growth, additional environments, upgraded editions)
• Qualify the basics — who, what, why now — document it in HubSpot, and hand off to sales with a clean summary
• No quota, no closing responsibility: your win is a well-qualified handoff
• Churn reduction: measurable improvement in retention across your book of accounts
• Customer experience: healthier accounts, faster issue resolution loops, and rising satisfaction signals
• Advocacy: steady growth in G2 reviews, referenceable customers, and case study pipeline
• Migration progress: quarter-over-quarter reduction in customers on legacy versions
• Qualified expansion handoffs: volume and quality of opportunities passed to sales

Skills

HubSpot

Renewals

Customer success

CRM

Communication

Tools

NetSuite

Job description

Tricerat is hiring a Customer Success Coordinator to drive day-to-day customer experience across our install base and manage migrations from legacy versions to ScrewDrivers releases. You’ll work inside HubSpot, maintaining renewals, reducing churn, and guiding customers with a health-first approach.

This role focuses on retention, advocacy, and data integrity within our CS motion. You’ll identify expansion signals, prepare renewal quotes, and coordinate with sales for clean handoffs, all while