Senior Relationship Manager — Renewals Rep

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

Charlotte, NC | Full-Time | In-Office (Relocation Assistance Available)

Competitive Base + Uncapped Commission

Ready to Turn Great Relationships Into Long-Term Growth?

You've built real experience in financial services, lending, or account management. You know how to read a book of business, spot risk before it becomes a problem, and keep a client's trust long after the deal closes.

Now you want more ownership. More impact. A seat at a company where retention isn't an afterthought, it's the job.

If that's you, welcome to Small Biz Heroes.

Small Biz Heroes exists to help entrepreneurs win. We give business owners honest guidance, responsible capital, and a full range of loan programs and credit solutions built around their real qualifications and needs.

We don't disappear after the first funding event. We stay in the client's corner, help them build a stronger financial foundation, and guide them toward better capital as their business grows. That's where you come in.

As our Renewal Manager, you won't be starting from zero every day. You'll own an active portfolio of existing clients, people who already trust Small Biz Heroes, and your job is to deepen that trust, protect the relationship, and find the next right move for their business.

This is a full-time, on-site role based in our Charlotte, NC office.

What You Will Do

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

You'll Thrive Here If You…

• Have experience in financial services, lending, or B2B account management.
• Know how to manage a renewal cycle and a portfolio, not just close one deal.
• Can negotiate and structure terms with confidence and clarity.
• Build long-term relationships and genuinely want to see your clients win, not just renew.
• Communicate well and solve problems under pressure.
• Take ownership of your portfolio like it's your own business.
• Are comfortable in a CRM and comfortable using data to make decisions.
• Hold a bachelor's degree in Business, Finance, Communications, or a related field, or have equivalent practical experience. Preferred, not required. What matters most is what you can do.

Your Career Path…

We're building leaders, not just account managers.

This role sits inside our Client Success and Renewals path, one of the core growth tracks at Small Biz Heroes. Strong performance here can lead toward portfolio leadership, cross-division opportunities with our Partnerships team, or a strategic growth seat working directly with leadership.

If you're looking for a place where your work protects real relationships and shapes the future of the company, you'll find that here.

Compensation & Benefits

• Competitive base salary (details shared during the interview process)
• Uncapped commission on renewals, tiered and paid retroactively (20-30% on new business and 10% for renewals)
• Health, Dental & Vision Insurance
• Syndication opportunities
• 20 Days Paid Time Off
• Relationship and negotiation training, plus ongoing professional development
• Direct mentorship from Small Biz Heroes leadership
• Modern Charlotte office near Bank of America Stadium
• Best-in-class technology, Salesforce, and automation tools
• Free parking, snacks, beverages, and a collaborative team environment

Our HERO Values

Everything We Do Is Built Around Four Core Values

H — Honest We tell the truth and always do what's right.

E — Enduring We embrace challenges and stay committed to excellence.

R — Responsible We own our actions, commitments, and results.

O — Optimistic We focus on solutions, opportunities, and continuous growth.

Ready to Build Something Bigger?

If you're ready to join a company where relationships matter, your experience is valued, and your work protects and grows what our clients have already built, we'd love to meet you.

Small Biz Heroes is proud to be an Equal Opportunity Employer. We believe diverse backgrounds, experiences, and perspectives make us stronger. Employment decisions are made based on qualifications, character, capability, and business needs, without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable law.