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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing renewal processes, including forecasting, documentation, and customer communication, while leveraging Salesforce and Totango for tracking and reporting. Strong organizational skills and attention to detail are essential for improving efficiency and supporting customer retention.
Highest-signal resume keywords
Salesforce ExperienceCustomer CommunicationRenewal Process ManagementAttention to DetailProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales OperationsAccount ManagementCustomer ServiceQuoting SoftwareRenewal Forecasting
Soft Skills
Clear CommunicationCollaborationIndependent WorkJudgment
Tools & Technologies
SalesforceTotango
Industry Keywords
Renewal QuotesContract ComplianceCustomer RetentionRevenue GrowthSales Processes
About the role
Key responsibilities & impact- Forecast upcoming renewals and prepare and deliver renewal quotes
- Support more complex growth quotes when needed
- Manage renewal timelines, documentation, and follow-ups
- Coordinate with Sales Operations, Order Processing, Billing, Finance, and Legal to resolve renewal requirements and meet customer requests
- Communicate directly with customers about renewals and account health, including closing renewal sales by phone
- Review contract terms and work with Finance and Legal to support compliant agreements and maintain contractual documentation
- Create and execute customer nurture campaigns in Totango
- Build and analyze reports on renewal rates and account usage in Salesforce and Totango
- Respond to renewal questions and escalations from customers and internal teams
- Manage renewal opportunities, tracking, and forecasting in Salesforce
- Maintain accurate and current customer records in Salesforce
- Identify ways to improve the renewal process and increase efficiency
- Support other projects as assigned by management
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent relevant experience
- 1–3 years of experience in sales operations, sales support, account management, customer service, or a related field
- Experience leading discussions with customers or internal partners to clarify complex requirements and develop workable solutions
- Strong organization and attention to detail, with the ability to manage multiple projects and deadlines
- Ability to work independently, exercise sound judgment, and produce polished, customer-ready materials
- Clear, professional written and verbal communication skills in English
- Confidence collaborating with stakeholders across teams and managing inquiries and escalations
- Solid understanding of sales processes and renewal timelines
- Preferred: Experience with Salesforce
- Preferred: Familiarity with quoting software
- Preferred: Track record of supporting customer retention or revenue growth within existing accounts
Benefits
Comp & perks- Healthcare benefits
- Dental benefits
- Parental planning benefits
- Mental health benefits
- Disability income benefits
- Life and AD&D insurance
- 401(k) plan and match
- Paid time off
- Fitness reimbursements
- Variable compensation may be included