SaaS Renewal Specialist: Growth & Cross‑Sell

Reltio, Inc.; New York (NY); On-site; USD 68,000 - 113,000; Full time

Job summary

Reltio is seeking a Renewal Representative in the United States to manage a portfolio of standard renewals, proactively engaging customers, supporting pricing, and closing renewals on time. You will identify cross-sell and upsell opportunities and collaborate with Account Executives and Customer Success Managers to maximize value.

You’ll work with Salesforce and CPQ, maintain renewal records, and help drive retention and recurring revenue in a fast-growing SaaS environment.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant professional experience.
• 1–2 years of related experience in renewals, sales, account management, customer success, sales operations, deal desk, or another customer-facing or commercial role, preferably within a SaaS or technology environment.
• Strong customer service and relationship-building skills, with the ability to communicate professionally and establish credibility with customers and internal stakeholders.
• Strong written and verbal communication skills, with the ability to communicate clearly, concisely, and professionally.
• Strong organizational and time-management skills, with the ability to manage multiple customer renewals, deadlines, and priorities simultaneously.
• Analytical and problem-solving skills, with strong attention to detail and the ability to identify discrepancies, risks, and potential issues and elevate them as appropriate
• Proficiency in Microsoft Excel, including experience creating and modifying formulas, working with large data sets, performing calculations, and analyzing customer, pricing, or financial data.
• Basic understanding of SaaS business models and deal structures, including ARR, annual and multi-year subscriptions, pricing, discounts, price increases, contract terms, and expansion or contraction.

Responsibilities

• Manage the end-to-end renewal process for an assigned portfolio of standard customer renewals, following established renewal processes, commercial guidelines, and escalation procedures.
• Drive timely renewals while delivering a positive customer experience and supporting Reltio’s retention and recurring revenue goals.
• Manage standard renewal transactions independently while partnering with senior team members and cross-functional stakeholders on complex or non-standard renewals.
• Prioritize renewal activities based on renewal date, ARR, customer health, risk, and required actions.
• Maintain clear next steps and action plans for all assigned renewal opportunities.
• Begin internal renewal preparation at least 120 days prior to renewal, partnering with the Account Executive and Customer Success Manager to review customer health, product usage, contract details, pricing, and potential risks.
• Review existing contracts, order forms, amendments, pricing, and customer entitlements to understand the current deal structure and identify relevant renewal terms.
• Engage customers proactively 90–120 days prior to renewal to confirm renewal timing, understand customer requirements, communicate next steps, and begin the renewal process.
• Prepare renewal proposals and quotes based on approved pricing, contractual terms, and commercial guidelines.
• Follow up consistently with customers and internal stakeholders to maintain momentum and ensure renewals progress toward completion.

Skills

Renewals

Negotiation

Communication

Team collaboration

Time management

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Salesforce

CPQ

Excel

Job description

Reltio is seeking a Renewal Representative in the United States to manage a portfolio of standard renewals, proactively engaging customers, supporting pricing, and closing renewals on time. You will identify cross-sell and upsell opportunities and collaborate with Account Executives and Customer Success Managers to maximize value.

You’ll work with Salesforce and CPQ, maintain renewal records, and help drive retention and recurring revenue in a fast-growing SaaS environment.