Strategic Renewal & Growth Specialist

Orion Advisor Technology; Omaha (NE); Hybrid; USD 49,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) match

Paid parental leave

Pet insurance

Pawternity leave

Student loan repayment

Job summary

Orion Advisor Technology is seeking a Renewal Specialist to own and manage a portfolio of renewals, driving retention and revenue. The role collaborates with Sales and Customer Success to secure renewals and explore upsell opportunities.

The position is hybrid, requiring on-site presence three days per week at an Orion office. Candidates should live within commuting distance to an office; location flexibility may be considered based on business needs.

Qualifications

• 3+ years of proven success in renewals.
• Strong track record in managing and securing renewals, ideally in SaaS or financial services.
• Ability to build rapport, handle objections, and negotiate with clients at all levels, including C-suite.
• Experience negotiating multi-year agreements with favorable terms.
• Strong understanding of key financial metrics and ability to analyze customer data to identify opportunities.
• Experience using CRM platforms, specifically Salesforce, to manage customer relationships and track renewal progress.

Responsibilities

• Proactively engage with clients, understand evolving needs, and guide them through a smooth renewal experience.
• Build and maintain relationships with key decision-makers at client firms as a trusted consultant.
• Secure renewals while identifying opportunities to increase customer lifetime value through upsells, cross-sells, and expansions.
• Partner with Sales, Customer Success, Product, and other internal teams to develop and execute renewal strategies.
• Maintain accurate renewal forecasts and provide management with visibility into renewal performance and potential risks.
• Skillfully negotiate renewal terms balancing customer satisfaction with Orion's objectives.

Skills

Renewals

Relationship building

Negotiation

Communication

Cross-functional collaboration

Education

High school diploma

Tools

Salesforce

Job description

Orion Advisor Technology is seeking a Renewal Specialist to own and manage a portfolio of renewals, driving retention and revenue. The role collaborates with Sales and Customer Success to secure renewals and explore upsell opportunities.

The position is hybrid, requiring on-site presence three days per week at an Orion office. Candidates should live within commuting distance to an office; location flexibility may be considered based on business needs.