Remote Renewals & Accounts 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

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.