Renewals & Growth Representative – Accounting & Legal

🕒 October 16

🍑 Georgia – Remote

🍑 Georgia – Remote

💵 $50k / year

⏰ Full Time

🟢 Junior

🧾 Accounting Manager

🚫👨‍🎓 No degree required

👻 Ghost score 3%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 26 days.
• Jobs at this company usually fill in 21 days.

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CeriFi

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

CeriFi is a company focused on professional education and training across various fields, including financial planning, tax and accounting, insurance, financial crimes, and legal education. With brands such as West LegalEdcenter, CheckPoint Learning, Bionic Turtle, Mark Meldrum Financial Planning, Dalton Education, and others under its umbrella, CeriFi offers continuing education and certification programs. The company emphasizes tech and innovation to enhance its educational platforms and services.

📋 Description

• Manage an assigned portfolio of automatic and manual subscription renewals across CeriFi’s Accounting & Legal solutions, including CPL, WLEC, and CPE Network • Re-engage customers for eligible non-subscription products, including seminars, self-study courses, live events, and webinars • Proactively engage customers through phone, email, digital outreach, and automated sales sequences • Own renewal and restart opportunities from initial outreach through close • Meet or exceed established renewal, retention, and restart goals • Build relationships with customers to understand their evolving CPE, CLE, and professional education needs • Identify appropriate upsell and cross-sell opportunities within existing customer relationships • Connect customers with the appropriate Account Executive or territory representative when additional sales support is required • Partner with Account Managers and other Sales team members to support opportunities within assigned accounts • Develop understanding of CeriFi’s Accounting, Tax, Legal, and Financial Education solutions • Maintain accurate opportunities, customer activity, pipeline stages, and next steps in Salesforce • Use Revenue Grid and other sales-enablement tools to manage renewal campaigns, outreach sequences, and customer follow-up • Maintain a healthy and current pipeline to support accurate forecasting • Respond to inbound sales inquiries, calls, emails, and leads in a timely and customer-focused manner • Process customer orders accurately and ensure account and transaction information is complete • Deliver a responsive, consultative experience throughout the renewal process • Maintain current knowledge of products, pricing, promotions, schedules, and relevant customer offerings • Partner with Sales leadership to improve renewal strategies, outreach, and sales processes • Collaborate across Sales and other CeriFi teams to resolve customer needs and support broader company objectives • Share customer feedback and insights to strengthen products, processes, and customer experience

🎯 Requirements

• 1+ years of sales, renewals, account management, customer retention, or related customer-facing experience preferred • Bachelor’s degree preferred or an equivalent combination of education and relevant experience • Strong relationship-building and customer communication skills • Confidence engaging customers by phone, email, and other digital channels • Ability to identify customer needs and translate them into appropriate product solutions • Goal-oriented mindset with an interest in achieving measurable renewal and revenue results • Strong organizational skills with the ability to manage multiple customer opportunities and follow-ups • Attention to detail and commitment to maintaining accurate CRM and pipeline information • Experience with Salesforce or another CRM is a plus • Ability to quickly learn new products, systems, and sales tools • Collaborative approach and willingness to partner across teams to create the best outcome for the customer

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