Client Renewal Specialist
Role Summary:
Manage a portfolio of annual customer renewals, ensuring on-time customer retention and growth in
year-over-year renewal rates. Own, drive, and lead the renewal process to preserve and improve customer
agreements and relationships.
Responsibilities:
● Build and maintain strong relationships with the existing customers to ensure their satisfaction and loyalty.
● Act as the primary point of contact for assigned customers, addressing their inquiries, concerns, and requests promptly and professionally.
● Manage customer contracts, renewals, and negotiations, ensuring contract renewals and changes are
completed on schedule.
● Identify chances for upselling or cross-selling additional items or services to existing clients on a proactive basis.
● Collaborate with internal teams to effectively meet the needs of customers.
● Develop a deep understanding of customers’ businesses, industries, and objectives to provide tailored
solutions and value-added services.
● Conduct regular check-ins and business reviews with customers to assess their satisfaction, identify areas for improvement, and explore growth opportunities.
● Track and analyze customer metrics, such as usage, adoption, and satisfaction, to drive customer success and retention.
● Provide accurate and timely reports on customer activities, revenue forecasts, and account status to
management.
● Stay informed about industry trends, competitors, and market conditions that may impact customer accounts.
Qualifications:
● Bachelor’s degree in business, marketing, or a related field.
● Previous experience in account management, customer success, or sales.
● Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers.
● Strong problem-solving and negotiation skills.
● Strong time management skills.
● Knowledge of the industry services.
● Familiarity with CRM software.