Customer 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.