Renewals Manager: Own Growth for Trusted Clients

MCAJobBoard; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Uncapped commission on renewals

Health, Dental & Vision Insurance

20 Days Paid Time Off

Mentorship from leadership

Modern Charlotte office near Bank of A

Business growth opportunities

Job summary

Small Biz Heroes is seeking a Renewal Manager in our Charlotte, NC office to own an active portfolio of existing clients, deepen relationships, and drive renewal opportunities. You will coordinate renewals end-to-end, present tailored proposals, and collaborate with sales and leadership to protect revenue.

Ideal candidates bring experience in financial services or B2B account management, comfort with CRM analytics, and a track record of negotiating mutually beneficial terms.

Qualifications

• Experience in financial services, lending, or B2B account management.
• Ability to manage a renewal cycle and a portfolio, not just close one deal.
• Strong negotiation skills and ability to structure terms.
• Comfortable using data/CRM to drive decisions.

Responsibilities

• Review expiring agreements and manage end-to-end renewal for your portfolio.
• Build and present tailored renewal proposals based on client needs.
• Coordinate timely execution of renewal contracts to maintain service continuity.
• Monitor renewal pipeline and forecast retention and revenue.
• Spot opportunities to expand or optimize a client's capital solution.
• Negotiate terms that work for the client and Small Biz Heroes.
• Collaborate with sales, funding operations, and leadership to resolve renewal risks.
• Keep CRM records accurate so team can trust the numbers.

Skills

Financial services

Lending

B2B account management

Renewal management

CRM proficiency

Data-driven decisions

Portfolio ownership

Negotiation

Education

Bachelor's degree in Business, Finance, Communications, or related field

Tools

Salesforce

Job description

Small Biz Heroes is seeking a Renewal Manager in our Charlotte, NC office to own an active portfolio of existing clients, deepen relationships, and drive renewal opportunities. You will coordinate renewals end-to-end, present tailored proposals, and collaborate with sales and leadership to protect revenue.

Ideal candidates bring experience in financial services or B2B account management, comfort with CRM analytics, and a track record of negotiating mutually beneficial terms.