Own the renewal cycle for your portfolio—creating and managing quotes, coordinating timing, collaborating with internal teams, communicating (via phone, email, meeting) with customers, and ensuring renewals are closed on or ahead of schedule.
Engage with customers proactively ahead of renewal to confirm renewal value, highlight upcoming enhancements, and support renewal alignment. Renewal Managers collaborate closely with Customer Success Managers and Sales Executives but must be equipped to lead renewal conversations independently when needed, ensuring clarity and continuity in the customer experience.
Collaborate cross-functionally with Customer Success, Sales, Finance, and Compliance to ensure accuracy in renewal terms, compliance documentation, pricing, and contract structure. Attend internal and customer-facing meetings as needed to support a coordinated renewal experience and uphold Everway’s high standards for partnership and service.
Identify and collaborate on renewal risk and retention strategies by partnering with Customer Success and Sales when churn or downsell concerns arise—joining or leading customer conversations to reinforce value, uncover needs, and help shape strategic solutions that drive continued partnership.
Use tools and data (e.g. Salesforce, Gong,) to ensure renewal activities are accurately tracked, renewal stages are accurate, monitor progress toward retention goals, forecast quarterly revenue retention, and pro-actively surface insights into customer journey trends, risks, and potential expansion opportunities.
Support process improvements by helping identify and shape more efficient, automated, and customer-friendly renewal workflows.
Maintain compliance with pricing guidelines, discount thresholds, and business policies —escalating exceptions with clear strategic rationale and proper approvals.
Champion customer voice internally by sharing feedback and identifying opportunities to improve value delivery.
Stay informed on state, local, and district policy and procurement climates that may impact customer purchasing behavior—leveraging this knowledge to work effectively with procurement teams, identify potential risks, and uncover renewal or expansion opportunities within your portfolio.
Requirements
Minimum 3 years in a renewals, account management, strategic customer success, or similar customer-facing role in a SaaS or EdTech environment that included renewals oversight.
Proven ability to consistently hit or exceed renewal/retention targets across a dynamic book of business
Demonstrated ownership and accountability for outcomes, with a clear ability to align work and decisions to revenue goals.
Experience managing opportunities, quotes, contracts, opportunity hygiene and forecasting using Salesforce (or similar CRM).
Strong communication, discovery, relationship building and negotiation skills with a focus on driving value and securing successful renewal outcomes
Demonstrated ability to analyze numerical data and incorporate findings into decision-making.
Organized, self-motivated, and able to manage competing priorities across multiple accounts
Demonstrated problem-solving skills with the ability to independently seek guidance and take initiative when needed
Proven ability to thrive in a collaborative, fast paced, and team environment—contributing meaningfully as part of a high-performing renewals team