Renewal Specialist

OAT Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 49,000 - 71,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Parental leave

Pet benefits

Job summary

OAT Orion Advisor Technology, LLC is seeking a Renewal Specialist to drive customer retention and revenue through proactive renewals and strategic partnerships. You will own a portfolio of accounts, collaborate with Sales and Customer Success, and negotiate terms.

Hybrid work model with three on-site days weekly; candidates located near offices; strong emphasis on relationship-building, data analysis, and forecasting renewal activity.

Qualifications

• 3+ years of proven success in renewals.
• Experience renewing SaaS or financial services contracts.
• Strong rapport-building and negotiation with executives.
• Ability to analyze customer data and forecast renewal outcomes.
• Proficient with CRM platforms, especially Salesforce.

Responsibilities

• Proactively engage with clients and guide them through renewals.
• Build relationships with key decision-makers at client firms.
• Identify upsell, cross-sell and expansion opportunities.
• Collaborate with Sales, Customer Success, Product and others on renewal strategy.
• Maintain renewal forecasts and communicate risks to management.
• Negotiate renewal terms balancing client and Orion goals.
• Adhere to renewal processes and leverage CRM to track progress.
• Mentor teammates and share renewal best practices.

Skills

Renewals

SaaS

Financial services

Executive communication

CRM (Salesforce)

Education

High school diploma or equivalent

Tools

Salesforce

Job description

About this Opportunity:

As a Renewal Specialist, you will be a key driver of customer retention and revenue growth. You will own and manage a portfolio of renewals, working closely with Sales and Customer Success to ensure successful outcomes and identify opportunities to expand relationships. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you’ll get to:

• Proactively engage with clients, understand their evolving needs, and guide them through a smooth and efficient renewal experience
• Build and maintain strong relationships with key decision-makers at client firms, acting as a trusted consultant and advocate
• Secure renewals while identifying opportunities to increase customer lifetime value through upsells, cross-sells, and expansions
• Partner effectively with Sales, Customer Success, Product, and other internal teams to develop and execute winning renewal strategies
• Deeply understand client requirements, identify potential roadblocks, and proactively address challenges to ensure timely renewals
• Maintain accurate renewal forecasts and provide management with clear visibility into renewal performance and potential risks
• Skillfully negotiate renewal terms that balance customer satisfaction with Orion's business objectives
• Adhere to established renewal processes and leverage CRM systems to manage customer interactions and track progress
• Proactively adopt new initiatives and programs and share your expertise as a mentor to other team members
• Advocate for the importance of renewals within Orion and contribute to a culture of customer success

We’re looking for talent who:

• Has 3+ years of proven success in Renewals
• Has a strong track record in managing and securing renewals, ideally within the SaaS industry or financial services sector
• Has ability to build rapport, handle objections, and negotiate effectively with clients at all levels, including C-suite executives
• Has proven ability to navigate and negotiate multi-year agreements with favorable terms
• Has strong understanding of key financial metrics and ability to analyze customer data to identify opportunities
• Has experience using CRM platforms, specifically Salesforce, to manage customer relationships and track renewal progress
• Has a genuine passion for customer success and a commitment to building long-term relationships
• Has the ability to anticipate challenges, develop solutions, and adapt to changing circumstances
• Collaborates and thrives in a team environment and enjoys sharing knowledge and expertise
• Has a minimum of a high school diploma or equivalent

#LI-AP1 #LI-Onsite #LI-Hybrid

Recommended Skills:

• Client-Centric
• Effective Communication
• Innovation
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range: $49,034.00 - $71,142.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.