Renewals Specialist

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ActiveProspect

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

📋 Compliance

💰 Series A on 2020-04

Marketing • Compliance • Technology

ActiveProspect is a technology company specializing in consent-based marketing solutions that help businesses streamline their lead-buying processes. Their platform focuses on acquiring qualified prospects, protecting against litigation risk through documented proof of consent, and enhancing lead quality. ActiveProspect's key products include TrustedForm for independent lead certification and legal compliance, LeadConduit for optimizing lead acquisition, and LeadsBridge for automating workflows. The company serves industries such as insurance, financial services, home services, and more, providing tools for marketers to acquire leads at scale while ensuring compliance with legal standards like TCPA. With over 20 years in the industry, ActiveProspect brings transparency and trust to online lead generation.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.