Renewals Manager

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FinQuery, Formerly LeaseQuery

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

☁️ SaaS

💳 Fintech

💰 Venture Round on 2020-01

Finance • SaaS • Fintech

FinQuery, formerly known as LeaseQuery, is a company that provides finance and accounting software solutions designed to simplify complex accounting tasks and ensure compliance with various financial standards. Their platform offers tools for lease accounting, prepaid and accrual accounting, contract management, and SBITA accounting. The software is CPA-built and automates processes such as amortization schedules, journal entries, and expense management, which facilitates compliance with ASC 842, IFRS 16, GASB 87, and other standards. FinQuery uses AI-enabled technology to streamline accounting tasks, making it easier for professionals and organizations to manage leases, contracts, and financial forecasts effectively. With a focus on audit readiness and supporting over 8,000 organizations worldwide, FinQuery aims to improve the accuracy and efficiency of financial accounting processes.

📋 Description

• Execute the renewals process for a portfolio of subscription customers, leveraging proven strategies that support revenue retention while maintaining customer trust • Manage customer communications, support pricing discussions, and address objections to facilitate successful on-time renewals, expansions, and cross-sells • Partner with Customer Success to review account health and usage data ahead of contract end dates, identifying renewal risk and growth opportunities • Initiate proactive outreach to customers at defined intervals prior to contract expiration (90, 60, and 30 days) to ensure renewals are completed on schedule • Conduct renewal and contract change discussions with customers, applying defined negotiation parameters and escalating complex situations as needed • Respond to questions from customers on any aspect of the renewal including contract amendments, contract expansions, and contract contractions • Generate, review, and send renewal quotes to customers to ensure timely processing through procurement, resulting in issuance of PO to drive renewal to on-time closure • Track contract cancellations and document reasons for loss • Collaborate with cross-functional teams, including Customer Success, Sales, Legal, and Finance, to identify opportunities that reduce operational friction and improve efficiency in renewals, expansion, and cross-sell processes • Maintain all required CRM data, including but not limited to tracking customer interactions and managing renewal opportunities • Conduct all business in accordance with FinQuery policies and procedures • Complete all other duties as assigned

🎯 Requirements

• Strong written, verbal, and interpersonal communication skills to engage effectively with customers, internal stakeholders, and cross-functional partners • Strong negotiation and objection handling skills, with the ability to hold value-based, persuasive renewal conversations within defined parameters • Strong understanding of Net Revenue Retention (NRR) and the key drivers of recurring revenue in a SaaS business • Strong analytical capabilities to analyze issues, identify solutions, and make sound decisions with general supervision • Ability to interpret customer health signals, engagement data, and renewal performance metrics to prioritize outreach, identify at-risk accounts, and support accurate forecasting • Strong process management, time management, and organizational skills, with the ability to manage multiple concurrent renewals against competing deadlines while maintaining accuracy and adherence to policy • Ability to assess when situations require independent handling versus escalation to Customer Success, Sales, or Legal, and act accordingly within defined guidelines • Ability to read and interpret subscription agreements, contract amendments, and order forms to support accurate renewal execution and contract administration • Excellent financial acumen and policy management skills • Proficiency in CRM platforms with familiarity with HubSpot or comparable tools preferred • Possession of a 4-year degree or equivalent experience • Experience of 3 or more years in customer renewals or account management in a SaaS or subscription-based business • Proven track record of achievement against quota and KPIs • Experience with Microsoft Office and Google Suite preferred • Experience working in a CRM platform with HubSpot experience preferred

🏖️ Benefits

• Annual employee development program stipend of $1,000 for each employee • Mentorship program available • Sabbatical program of 4 weeks after 5 years of service • Advancement opportunities based on results • Signing stipend for a work-from-home setup • Paid Time Off • Parental Leave Benefits • Fertility/Adoption Assistance • Annual tutoring stipend for your children