Renewals Specialist

IQbusiness South Africa; Gauteng; On-site; ZAR 240,000 - 360,000; Full time

Job summary

iqbusiness is seeking a Renewals Specialist to support the Customer Success team in managing renewals accurately and on time. The role emphasizes financial accuracy, data integrity, and adherence to internal processes with limited client interaction.

You will prepare renewal calculations, maintain commercial records, and ensure all renewal and expansion activities are recorded across systems, collaborating with Finance and Operations to support recurring revenue.

Qualifications

• Diploma or Bachelor’s degree in Finance, Business, Commerce, or a related field, or equivalent.
• 1–3 years’ experience in bookkeeping, renewals, sales ops, or similar admin/commercial role.
• Strong proficiency in Excel.
• Experience with CRM or commercial systems such as Planhat, Salesforce, or HubSpot.
• Exposure to SaaS or subscription-based environments is advantageous.
• Experience with quoting, contract management, or pricing structures is beneficial.

Responsibilities

• Manage renewal timelines and ensure quotes and agreements are prepared and processed on time.
• Maintain accurate records and data integrity across systems.
• Support renewal forecasting and pipeline visibility; escalate risks of churn per processes.
• Collaborate with Head of Customer Success to support renewal readiness and execution.
• Prepare renewal calculations including proration, multi-year pricing, and discounts.
• Ensure compliance with pricing models and internal controls.
• Contribute to retention reporting and performance metrics.
• Prepare and validate expansion quotes; handle pricing disputes for approval.
• Record all activities and maintain audit-ready documentation.
• Support partner renewal activities and maintain records.

Skills

Attention to detail

Numerical ability

Structured processes

Organisational skills

Time management

Communication skills

Cross-team collaboration

Risk awareness

Accountability

Education

Finance/Business/Commerce degree or equivalent

Tools

Excel

Planhat

Salesforce

HubSpot

Job description

For over 15 years, we have delivered enterprise software solutions to people and project focused businesses. We are committed to helping our clients improve performance through better business management, deeper insights, and more efficient operations.

We have partnered with hundreds of organisations across various industries, supporting them in optimising their services environments and driving sustainable growth. Our approach is built on strong operational processes, accuracy, and a consistent focus on delivering quality outcomes.

We value individuals who are detail focused, accountable, and motivated to contribute within a structured and high performing team environment.

About the Role

We are seeking a Renewals Specialist to support the Customer Success team in managing the renewals process accurately and on time.

This role is administrative and operational in nature, with a strong emphasis on financial accuracy, data integrity, and adherence to internal processes. The successful candidate will be responsible for preparing renewal calculations and agreements, maintaining commercial records, and ensuring that all renewal and expansion activities are correctly recorded across systems.

The role involves limited client interaction and works closely with the Head of Customer Success, Finance, and Operations to support retention and recurring revenue processes.

Responsibilities

• Manage renewal timelines, ensuring quotes and agreements are prepared and processed accurately and on time
• Maintain accurate records and ensure data integrity across all relevant systems
• Support renewal forecasting and pipeline visibility, and elevate risks or potential churn in line with internal processes
• Work with the Head of Customer Success to support renewal readiness and execution
• Prepare renewal calculations, including proration, multi year pricing, and discount structures
• Ensure compliance with approved pricing models and internal controls
• Contribute to retention reporting and performance tracking
• Prepare and validate expansion quotes in line with pricing guidelines
• Process expansion requests accurately and elevate non standard pricing for approval
• Support partner related renewal activities and maintain accurate records
• Ensure all activities are recorded and documentation is audit ready
• Maintain data quality and follow established processes and approval workflows

Attributes

• Strong attention to detail and high level of accuracy
• Good numerical and analytical ability
• Ability to follow structured processes and maintain consistency
• Strong organisational and time management skills
• Ability to manage multiple tasks and meet deadlines
• Clear and professional communication skills
• Ability to work effectively across teams
• Proactive approach to identifying and escalating risks
• High level of accountability and ownership

Qualification and Experience

• Diploma or Bachelor’s degree in Finance, Business, Commerce, or a related field, or equivalent
• 1 to 3 years’ experience in bookkeeping, renewals, sales operations, or a similar administrative or commercial role
• Strong proficiency in Excel
• Experience working with CRM or commercial systems such as Planhat, Salesforce, or HubSpot
• Exposure to SaaS or subscription based environments is advantageous
• Experience with quoting, contract management, or pricing structures is beneficial

Please Note: As all iqbusiness roles require honesty in the handling of or access to cash, finances, financial systems, or confidential information; our recruitment process requires that the following background checks be completed: credit, criminal, ID, and qualification verification.

iqbusiness is committed to sustainable growth and transformation, we embrace diversity and employ previously disadvantaged individuals