Renewals Specialist
About this role
The Renewal Specialist owns the commercial renewal process beginning 120 days prior to contract expiration, including CPQ Renewal Opportunity management, quote creation, and forecast accuracy.
While the Renewal Specialist owns renewal execution mechanics, pricing changes that result in contraction require documented alignment from the assigned Customer Success Manager (CSM), who retains churn accountability for their Book of Business.
The Renewal Specialist ensures:
-
Contraction rationale is documented in the Renewal Opportunity
-
Forecast adjustments reflect approved revenue changes
-
No renewal proceeds without cross-functional visibility
-
Accurate and timely records of renewal activities in CRM and ERP tools (e.g., Salesforce, CPQ systems, Intacct)
