Customer Renewal Specialist

ClickUpPhilippines

Remote Full-time

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Experience Level

Entry Level

Qualifications

The ideal candidate will possess strong analytical skills, excellent communication abilities, and a proven track record in customer engagement and retention strategies. A Bachelor's degree in Business, Finance, or a related field is preferred. Previous experience in a renewal or account management role is advantageous. Familiarity with CRM tools and data analysis is essential, as is the ability to work collaboratively in a fast-paced, team-oriented environment.

About the job

We are currently seeking a skilled Customer Renewal Specialist to maintain ongoing engagement with our customers, ensuring timely contract renewals, fostering customer loyalty, and identifying opportunities for expansion. In this vital role, you will be instrumental in securing renewals, reducing churn, and driving revenue growth through upselling and cross-selling initiatives.

As a key member of our Growth organization, you will be integrated into a global Renewals Team, collaborating closely with Account Executives, Finance, Legal, Customer Success, and Sales Leadership to refine renewal strategies. Your focus will also be on continuously enhancing playbooks, processes, and forecasting accuracy to improve efficiency and maximize customer retention.

Responsibilities

Take charge of the entire renewal process, from initial customer outreach and negotiations to finalizing contracts and execution.
Develop renewal strategies that harmonize customer expectations with internal pricing structures, commercial guidelines, and revenue objectives.
Work collaboratively across functions with Customer Success, Finance, Legal, and Sales to enhance customer retention, ensure contract precision, and facilitate timely renewals.
Negotiate renewal conditions, pricing modifications, seat adjustments, contract durations, and package offerings to meet customer needs while aligning with organizational goals.
Maintain a dynamic 90-day renewal forecast segmented by territory with precise close dates, risk indicators, and anticipated outcomes.
Identify signs of expansion proactively and create upsell, add-on, and cross-sell opportunities based on product engagement, adoption metrics, and evolving customer demands.
Evaluate customer health and risk indicators, addressing potential churn early and collaborating with internal teams on retention strategies.
Refine renewal playbooks, outreach sequences, and internal processes to enhance account retention and boost ARR.

About ClickUp

ClickUp is an innovative technology company dedicated to enhancing productivity and efficiency in the workplace. Our mission is to create a unified platform that integrates various work tools into one seamless experience, empowering teams to maximize their potential and achieve their goals.

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