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Renewal Representative

🇺🇸 United States

CRM

Management

Finance

Account Management

Sales

Customer Support

Renewal Representative

from 🇺🇸 United States

The Renewal Representative is responsible for managing subscription renewals for existing customers. This role plays a critical part in maintaining long-term customer relationships, supporting revenue continuity, and ensuring continued access to authoritative tax information for a diverse, international subscriber base.

 

Working closely with the assigned territory Sales Representative, the Renewal Representative manages the renewal process, serves as a trusted point of contact for customers, and helps identify opportunities for expanded access to Tax Analysts’ products. The position is not quota-carrying; success is measured by renewal performance, accuracy, and collaboration with the Sales Representative.

Essential Duties and Key Responsibilities:

  • Manage the renewal lifecycle for an assigned book of international subscription accounts, across all customer sizes, including law firms, corporate, accounting and government accounts.
  • Proactively engage customers in advance of renewal dates to confirm continuation of service, pricing, and terms
  • Serve as a knowledgeable and reliable point of contact for renewal-related inquiries
  • Clearly communicate the value of Tax Analysts’ publications and research tools in support of continued subscriptions
  • Work in close partnership with the territory Sales Representative to support account strategy and customer needs
  • Identify potential upsell or cross-sell opportunities and coordinate with the Sales Representative for execution
  • Accurately process renewals and maintain contract and communication records in NetSuite
  • Ensure renewal data, customer records, and documentation are complete and up to date
  • Monitor renewal timelines and flag at-risk accounts early to prevent service interruptions
  • Coordinate with internal teams as needed to resolve customer issues efficiently and professionally
  • Meet or exceed established renewal percentage expectations and related performance goals

Skills & Competencies:

  • Customer-focused, service-oriented approach
  • Strong organizational and follow-up skills
  • Ability to work collaboratively with Sales and internal stakeholders
  • Professional judgment in handling customer questions and renewal discussions
  • Respect for confidentiality and the importance of reliable information

 

Performance Measures:

  • Subscription renewal percentage
  • Timeliness and accuracy of renewal processing
  • Contribution to account stability and churn reduction
  • Effective collaboration with Sales on account management
  • Quality and consistency of CRM data and documentation

Compensation & Benefits:

  • Competitive base salary plus performance-based bonus tied to renewal and retention outcomes
  • Comprehensive benefits package
  • None required but experience in subscription renewals, account management, customer success, or a related customer service type of role helpful.
  • Experience working with digital subscriptions or information services strongly preferred
  • Strong written and verbal communication skills, with the ability to engage professionally with an international audience
  • High attention to detail and accuracy, particularly in contract and account management
  • Ability to manage multiple renewal cycles and deadlines simultaneously
  • Proficiency with CRM systems; experience with NetSuite highly desirable
  • Health/Dental/Vision
  • 401K: Immediately vested
  • Tuition assistance
  • Qualified employer under the Public Service Loan Forgiveness program (PFSL)
  • Generous Paid Time Off
  • Dog-friendly office
  • Private gym onsite
  • Medical, Dental, Vision Insurance
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • Employee Assistance Program (EAP)
  • Life and AD&D Insurance
  • Disability Insurance
  • Pet Insurance
  • Tuition Assistance
  • Trade Publication/News Subscription Reimbursement
  • Exercise Room
  • Paid Holidays
  • Vacation and Sick Leave
  • Parental Leave

Tax Analysts is an Equal Employment Opportunity Employer.

by @maxrusakovic