Renewals Specialist

🕒 Junho 25

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ActiveProspect

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2015

🛡️ Seguros

💼 Consultoria

📦 Logística

💰 Series A em 2020-04

Insurance • Consulting • Logistics

ActiveProspect é uma empresa de tecnologia especializada em soluções de marketing baseadas em consentimento que ajudam as empresas a agilizar seus processos de compra de leads. Sua plataforma foca na aquisição de prospects qualificados, na proteção contra riscos de ações judiciais por meio de comprovação documentada de consentimento e na melhoria da qualidade dos leads. Os principais produtos da ActiveProspect incluem o TrustedForm, para certificação independente de leads e compliance legal, o LeadConduit, para otimizar a aquisição de leads, e o LeadsBridge, para automatizar workflows. A empresa atende setores como seguros, serviços financeiros, serviços para o lar e outros, fornecendo ferramentas para que profissionais de marketing adquiram leads em escala, garantindo conformidade com padrões legais como a TCPA. Com mais de 20 anos no mercado, a ActiveProspect traz transparência e confiança para a geração de leads online.

Descrição

• Manage a portfolio of customer renewals and proactively engage customers regarding upcoming contract expiration dates. • Serves as a primary point of contact for routine renewal communications and inquiries. • Prepare renewal quotes, order forms, and supporting documentation. • Coordinate with Customer Success Managers (CSMs) and Account Executives to support successful renewals. • Assist customers with contract-related questions and ensure a smooth renewal experience. • Maintain accurate renewal records and customer information within the CRM system. • Monitor and manage a pipeline of upcoming renewals to ensure timely outreach and contract execution (120/90/60/30). • Track renewal progress and update opportunity stages within Salesforce and other internal systems. • Identify renewal risks and escalate concerns to appropriate stakeholders. • Assist with renewal forecasting by maintaining accurate data and reporting. • Support reporting efforts related to renewal performance, retention, and customer trends. • Coordinate contract reviews and approvals with internal teams. • Ensure renewal agreements are completed accurately and in compliance with company policies. • Support contract execution and document management processes. • Assist with pricing updates, product changes, and customer communications related to renewals. • Help identify opportunities to improve renewal workflows, processes, and customer communications.

🎯 Requisitos

• 3-4 years of experience in customer service, account management, sales support, customer success, operations, or a related field. • Experience working in a SaaS, technology, or subscription-based business is preferred but not required. • Strong organizational skills with the ability to manage multiple priorities and deadlines. • Excellent written and verbal communication skills. • Detail-oriented with strong problem-solving abilities. • Comfortable working with CRM systems such as Salesforce, Google and Microsoft. • Ability to collaborate effectively across multiple teams. • Customer-focused mindset with a commitment to delivering a positive experience. • Ability to learn and adapt in a fast-paced, evolving environment. • Minimum 5-10% travel required.

🏖️ Benefícios

• Professional and responsive customer service throughout the renewal lifecycle. • Positive relationships with customers and internal stakeholders. • Opportunities to improve renewal workflows, processes, and customer communications. • Gathering and sharing customer feedback with internal teams to support ongoing product and service improvements.