Renewal Specialist

Crisis24; Annapolis (MD); On-site; USD 52,000 - 76,000; Full time

Job summary

The Renewal Specialist at Crisis24 supports the Account Management Team by overseeing the contract renewal process for select accounts, digitally managing agreements, and assisting clients with account inquiries, additions, and modifications.

You'll collaborate with Account Managers to complete renewal opportunities, update client information in Salesforce and Contract Management systems, and proactively anticipate client needs while building lasting relationships.

Qualifications

• 2-4 years’ experience in sales support or customer service.
• Strong communication, organization, and follow-through skills.
• Proven time management with ability to manage multiple projects and prioritizing competing tasks.
• Experience with CRM software (Salesforce) and MS Office suite.

Responsibilities

• Oversee renewal opportunities and collaborate with Account Managers.
• Update Salesforce and contract management systems with client information.
• Communicate with clients to address inquiries and modifications.
• Negotiate terms to prevent revenue loss and foster renewals.

Skills

Salesforce

MS Office

SharePoint

MS Teams

Help Desk Software

Communication skills

Education

Bachelor's degree

Tools

Salesforce

SharePoint

MS Teams

Job description

Who We Are Looking For

The Renewal Specialist plays a vital role in supporting our Account Management Team by overseeing the contract renewal process for select accounts. This position involves digitally managing agreements and assisting external clients with their account inquiries, additions, and modifications.

What You Will Work On

• Communicate & collaborate as needed with Account Manager’s to successfully complete renewal opportunities and offer the client a seamless experience
• Facilitate the renewal of client opportunities at least 45 days in advance of their contract expiration date internally and externally
• Update client information within Salesforce, and within client agreements in the Contract Management application and or SharePoint in a timely manner, as needed
• Proactively anticipate client needs and effectively communicate ways to support them including outreach to Crisis24 subject matter experts
• Negotiate any new terms that may arise such as upsells, downgrades, using defined parameters agreed by the business to ensure the clients continued patronage and minimizing any potential revenue loss
• Build relationships with clients to develop, retain and secure future business
• Document all client and sales activities in Salesforce and associated outcomes to track success from initiation to completion.
• Effectively utilize all internal and technological resources for intentional client outreach
• Collaborate with Contracts Team and Operations Team to make any necessary changes or updates to client agreements/subscriptions/programs.
• Provide support to Accounts Receivable (A/R) to achieve on-time payment of all Client invoices based on contractual payment terms.

What You Will Bring

• 2-4 years’ experience sales, sales support or customer service preferred
• Excellent active listening, communication, organization, and follow through skills
• Proven time management with ability to manage multiple projects and prioritizing competing tasks
• Ability to understand clients’ business and fit with Crisis24 Integrated Risk Management products and services
• Strong interpersonal skills including oral and written communications
• Experience with CRM software (e.g. Salesforce), MS Office, MS Teams, SharePoint and Help Desk Support Software
• Bachelor’s degree required or relevant proven experience