Renewals & Strategy Coordinator — Remote (India)

Level AI; United States; Remote; USD 6,200 - 10,000; Full time

Job summary

Level AI is looking for a Renewal Coordinator to support a growing renewals and upsell function. This role is being created to take on the coordination, documentation and process work that keeps that motion running smoothly and to free up time for higher-value account strategy and business growth support.

This is an internal-facing role to start. You will work behind the scenes with Account Management, Legal and Revenue Operations to keep renewals on schedule and well-documented.

Qualifications

• 1–3 years of experience in a customer-facing role such as inside sales, customer support, or account coordination.
• Familiarity with SaaS contracts and standard commercial terms.
• Strong attention to detail and highly organized, with the ability to manage many concurrent renewals accurately.
• Action-oriented and comfortable working with cross-functional partners, holding them accountable to contract-driven deadlines.
• Strong written and verbal communication skills.
• Solid working knowledge of Salesforce CRM and Google Workspace.
• Good judgment about when to resolve something independently and when to escalated.
• Confident and curious about using AI tools to work more efficiently.
• Genuine interest in learning the Level AI platform and the customer experience space it serves.

Responsibilities

• Own the renewal calendar and drive the timeline, surfacing upcoming renewals to Account Management early enough to allow for internal planning and to support renewal kickoff conversations with customers at least 90–120 days before the renewal date.
• Build the internal renewal planning kit for each account, including active contract details, usage data, contractual considerations, known changes in customer needs, and additional SKUs discussed over the course of the current contract term.
• Schedule and lead recurring internal planning sessions covering renewal planning kits for upcoming renewals, status of in-progress renewals and upsell opportunities, and roll-up into the customer base forecast.
• Prepare renewal kickoff presentations.
• Prepare renewal and upsell order forms, partnering with Account Management, Legal and Revenue Operations on special contract terms as needed.
• Support tracking and status reporting for renewal opportunities run by partners.
• Maintain a weekly renewals and upsell forecast for Account Management based on inputs tracked in Salesforce.
• Track Account Management forecast accuracy on a quarterly basis.

Skills

Customer-facing

Renewals

Salesforce CRM

Google Workspace

Attention to detail

Cross-functional collaboration

Communication

AI tooling interest

Learning Level AI platform

Tools

Salesforce CRM

Google Workspace

Job description

Level AI is looking for a Renewal Coordinator to support a growing renewals and upsell function. This role is being created to take on the coordination, documentation and process work that keeps that motion running smoothly and to free up time for higher-value account strategy and business growth support.

This is an internal-facing role to start. You will work behind the scenes with Account Management, Legal and Revenue Operations to keep renewals on schedule and well-documented.