Strategic Renewal Architect

Orion Advisor Solutions, Inc.; Omaha, Northern (NE, KY); Hybrid; USD 49,000 - 71,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion Advisor Solutions is seeking a Renewal Specialist to own a portfolio of renewals and drive retention and revenue growth. The role requires collaboration with Sales and Customer Success, and involves hybrid work with three on-site days weekly in the Omaha area.

You will build strong client relationships, negotiate multi-year terms, and pursue upsells to expand lifetime value while maintaining renewal forecasts and risk visibility.

Qualifications

• 3+ years proven success in Renewals.
• SaaS industry or financial services sector experience.
• Ability to build rapport, handle objections, and negotiate with clients at all levels, including C-suite executives.
• Proven ability to navigate and negotiate multi-year agreements with favorable terms.
• Strong understanding of key financial metrics and ability to analyze customer data to identify opportunities.
• Experience using Salesforce to manage customer relationships and track renewal progress.
• Genuine passion for customer success and long-term relationships.
• Ability to anticipate challenges, develop solutions, and adapt to changing circumstances.
• Collaborates and thrives in a team environment and enjoys sharing knowledge.
• Minimum of a high school diploma or equivalent.

Responsibilities

• Proactively engage with clients, understand evolving needs, and guide them throughRenewal experience.
• Build and maintain strong relationships with key decision-makers at client firms, acting as a trusted consultant.
• Secure renewals while identifying opportunities to increase customer lifetime value through upsells, cross-sells, and expansions.
• Partner effectively with Sales, Customer Success, Product, and other internal teams to develop renewal strategies.
• Deeply understand client requirements, identify roadblocks, and proactively address challenges to ensure timely renewals.
• Maintain accurate renewal forecasts and provide management with visibility into renewal performance and risks.
• Skillfully negotiate renewal terms balancing customer satisfaction with Orion's objectives.
• Adhere to renewal processes and leverage CRM systems to manage interactions and track progress.
• Adopt new initiatives and share expertise as a mentor to team members.
• Advocate for renewals within Orion and contribute to a culture of customer success.

Skills

Client-Centric

Effective Communication

Negotiation

Relationship Building

Time Management

Team Collaboration

Education

High school diploma or equivalent

Tools

Salesforce

Job description

Orion Advisor Solutions is seeking a Renewal Specialist to own a portfolio of renewals and drive retention and revenue growth. The role requires collaboration with Sales and Customer Success, and involves hybrid work with three on-site days weekly in the Omaha area.

You will build strong client relationships, negotiate multi-year terms, and pursue upsells to expand lifetime value while maintaining renewal forecasts and risk visibility.