Renewals Manager

• Own the full renewal lifecycle: manage a portfolio of upcoming renewals from early-stage planning through contract execution, ensuring on-time renewal rates and minimizing churn risk.


• Drive renewal pipeline management: maintain a rolling forecast of renewals, track status and health indicators, and proactively flag at-risk accounts to Sales and Customer Success leadership.


• Collaborate cross-functionally with Sales, Finance, and Legal to coordinate pricing, contract terms, and approval workflows for each renewal.


• Engage clients directly as needed to communicate renewal timelines, address questions, and facilitate smooth execution of renewal agreements.


• Prepare renewal quotes, proposals and order forms/ amendments, and handle renewal contract negotiations with clients.


• Identify opportunities for upsell or expansion in tandem with the Sales team during the renewal process.


• Partner with Finance to ensure accurate billing, invoicing, and revenue recognition on renewed contracts in alignment with company policies.


• Build and maintain scalable renewal processes, playbooks, and automation in our CRM (Salesforce) to improve efficiency as the business grows.


• Produce regular reporting and analytics on renewal performance, win/loss rates, ARR retention, and key renewal metrics for leadership review.


• Continuously improve the renewal experience by gathering client feedback and working with internal stakeholders to remove friction from the process.

Required

• 8-10 years of experience in B2B SaaS company, out of which 5+ years in Revenue Operations, Sales Operations, Renewals Management, or a similar role at a B2B SaaS company or relevant market experience.


• Deep understanding of SaaS pricing models, subscription lifecycle management and contracting processes


• Proven track record of owning a renewal book of business and meeting or exceeding renewal rate targets.


• Strong proficiency with Salesforce CRM; experience building reports, managing opportunity pipelines, and maintaining data hygiene.


• Highly organized with excellent attention to detail — you can juggle a large portfolio of accounts and deadlines without things falling through the cracks.


• Effective communicator who can work confidently with external clients in a professional, client-facing context and with internal stakeholders.


• Analytical mindset with the ability to build and maintain renewal forecasts, dashboards, and performance reports.

Nice to Have

• Experience in fintech, wealthtech, or the alternative investment/financial services industry.


• Familiarity contract management software (e.g., Ironclad, DocuSign), or billing platforms.


• Exposure to AI-driven SaaS products and an understanding of how AI features affect customer value and retention conversations.


• Experience working in a high-growth, Series B or later startup environment.