Renewal Specialist (SMB) (Hybrid) - job 1 of 3
Fast Facts
The SMB Renewal Specialist is responsible for managing customer renewals, coordinating with CSMs, generating pricing quotes, and achieving bookings targets while ensuring customer satisfaction.
Responsibilities: Key responsibilities include managing customer opportunities, strategizing on renewals and upsells, conducting customer discovery, negotiating terms, and maintaining accurate CRM documentation.
Skills: Required skills include experience with CRM systems (preferably Salesforce), strong communication abilities, time management, customer service, and collaborative skills.
Qualifications: Preferred qualifications include an Associate’s Degree or equivalent experience, familiarity with IT security concepts, and previous sales or negotiation experience.
Location: This position is based in Clearwater, Florida, with opportunities for candidates in the greater Tampa Bay area.
Compensation: Not provided by employer. Typical compensation ranges for this position are between $50,000 - $70,000.
Clearwater positions open to candidates located in greater Tampa Bay area.
The SMB Renewal Specialist is responsible for coordinating with SMB CSMs and customers to provide pricing quotes for renewals and then successfully and efficiently close those opportunities.
Responsibilities:
- Manage all opportunities within assigned customer portfolio and perform research to understand customer health and account status as it pertains to those opportunities
- Coordinate with SMB CSMs and Account Managers to strategize on renewals, add-on and upsells for their customers to maximize bookings
- Be proactive when conducting discovery with customers on opportunities and handle any objections to ensure predictability of successfully closing those opportunities
- Negotiate with customers on opportunities to prevent churn and secure optimal terms
- Employ pricing strategies that meet the Company’s standards, policies, and procedures
- Generate pricing quotes for renewals
- Manage your assigned 30, 60, and 90 day opportunity pipeline, weekly and daily forecasts and meet regularly with the Renewal Specialist Regional Director to review
- Thoroughly and accurately complete deal sheets in Salesforce for each opportunity
- Meet and exceed bookings targets and quotas
- Maintain impeccable administration of your opportunities in the Company’s CRM
Minimum Qualifications:
- Associate’s Degree or equivalent work experience and education preferred
- Experience with Gmail and Google Docs
- Experience with MS Office (Word and Excel)
- Experience with web browsers (Chrome, Internet Explorer, etc.)
- Experience with Salesforce or other CRM preferred
- Familiarity with standard concepts, practices and procedures within the IT Security Field
- Previous sales or negotiation experience
- Strong verbal and written communications
- Excellent time management and organization skills
- Superior customer service skills
- Strong collaborative and team work skills
- Ability to work with minimal supervision
- Ability to build rapport with customers via phone, email and video conferencing
Average salary estimate
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