Renewal Specialist

Confidant Recruiting, Inc.; United States; Remote; USD 90,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Generous PTO

Remote, flexible schedule

Job summary

Confidant Recruiting, Inc. is seeking a Renewals Specialist to manage a portfolio of existing clients and secure renewals in a fully remote, fast-paced environment. The role emphasizes proactive client engagement, cross-sell opportunities, and strong relationship management across a large database.

The candidate should excel in communication, negotiation, and Salesforce CRM usage to track renewals. This is a fully remote, full-time position with generous benefits and a focus on growth.

Qualifications

• Proven success in high-volume, transactional sales environments.
• Strong relationship management, presentation, and negotiation skills.
• Tech-savvy with CRM experience (Salesforce preferred).
• Hunter mindset—comfortable prospecting within a large database.
• Self-starter with excellent communication and time management.
• Able to thrive in a fully remote, fast-paced setting.

Responsibilities

• Proactively engage clients ahead of renewal dates to discuss refinancing, renewal, and additional funding options
• Identify, position, and close additional financing solutions that support client growth goals
• Serve as the primary point of contact: provide updates, answer questions, and build trust
• Guide clients through the renewal process from proposal to close
• Track pipeline activity, tasks, and client interactions in Salesforce

Skills

Relationship management

Presentation skills

Negotiation

Salesforce CRM

Prospecting

Communication

Time management

Tools

Salesforce

Job description

A trusted leader in alternative business financing is seeking a Renewals Specialist to assist with growing a portfolio of existing clients. You’ll deepen relationships, secure renewals, and uncover new opportunities.

You’ll be the go-to resource for business owners looking to extend or expand their access to capital. This is a high-impact role in a fast-paced, performance-driven environment where strong communication, persistence, and customer empathy are key.

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Renewal Specialist Responsibilities

• Proactively engage clients ahead of renewal dates to discuss refinancing, renewal, and additional funding options
• Identify, position, and close additional financing solutions that support client growth goals
• Serve as the primary point of contact: provide updates, answer questions, and build trust
• Guide clients through the renewal process from proposal to close
• Track pipeline activity, tasks, and client interactions in Salesforce

Renewal Specialist Requirements

• Proven success in high-volume, transactional sales environments
• Strong relationship management, presentation, and negotiation skills
• Tech-savvy with CRM experience (Salesforce preferred)
• Hunter mindset—comfortable prospecting within a large database
• Self-starter with excellent communication and time management
• Able to thrive in a fully remote, fast-paced setting
• Base + commission; OTE: $90,000-$95,000
• Fully remote, flexible full-time schedule
• Medical, dental, vision, and 401(k) with company match
• Generous PTO, sick leave, and paid holidays