Renewal Ownership: Manage the renewal lifecycle for AppZen s customer contracts, ensuring timely and accurate completion.
Customer Communication: Act as the primary point of contact for customers during the renewal process, providing clear and professional communication.
Quoting and Documentation: Generate and deliver renewal quotes and order forms accurately and in a timely manner.
Contract Management: Facilitate the review, negotiation, and execution of renewal contracts, ensuring alignment with customer and company requirements.
CRM Management: Accurately update and maintain renewal records in Salesforce, ensuring all information is current and complete.
Collaboration: Work closely with Customer Success, Sales, and Finance teams to ensure alignment and smooth execution of renewals.
Retention Metrics: Contribute to usage, value, and retention and churn metrics by managing renewals efficiently and identifying opportunities for improvement.
Process Optimization: Continuously identify and implement improvements to the renewal process to enhance efficiency and customer satisfaction.
Required Experience Qualifications:
3+ years of experience in contract management, renewals, or customer-facing roles within a B2B SaaS organization.
Proficiency in Salesforce or similar CRM systems; ability to manage and update customer records accurately.
Strong organizational skills with the ability to manage multiple renewals simultaneously and meet deadlines across 150-200+ renewals per year.
Excellent verbal and written communication skills; ability to convey complex information clearly and professionally.
Detail-oriented mindset the fine print, MSA, contract terms, customer history with a commitment to accuracy and quality in documentation and communication.
Proven ability to build and maintain strong customer relationships.
Familiarity with FinTech is a plus.
Bachelor s degree in business, finance, or a related field preferred but not required.
Nice-to-have: previous experience using a Customer Success Platform such as Catalyst or Gainsight.
Why Join AppZen
Opportunity to work at the cutting edge of AI-driven finance technology.
Collaborative and inclusive company culture.
Professional growth opportunities in a rapidly growing industry on new team.