Renewals Specialist

Summary

INNERGY provides cloud-based ERP software for custom woodworking manufacturers. The Renewals Specialist manages straightforward customer renewals from pre-renewal coordination through signature, while maintaining forecasts, identifying account risks, updating CRM data, and helping establish the renewals process.

Responsibilities

• Own the renewal calendar and drive the timeline, surfacing upcoming renewals to the Account Manager and CSM early enough for the pre-renewal conversation to happen on schedule, then running the renewal to signature once it's confirmed as a straight renewal
• Lead renewal conversations: confirming intent, answering questions, handling straightforward pushback on terms
• Keep the renewal moving. Where a customer raises a need beyond what they own today, log it and loop in the Account Manager the same day. The renewal continues unless the Account Manager decides to hold it. You're never the one deciding whether to pause a renewal
• Prepare renewal quotes and drive agreements through to signature
• Work your book of business by tier, not uniformly — high-value and multi-module accounts get a full touch sequence, while smaller, stable renewals are handled efficiently with lighter intervention
• Maintain a weekly forecast of what’s renewing, what’s wobbling and what’s, unfortunately, churning
• Give the business a renewal number it can plan against by month, by product line, and by confidence
• Report accurately rather than optimistically — flagging a problem early is always the right call
• Spot at-risk accounts early and route them to the right owner: Customer Success for adoption issues, Account Management for commercial ones, Support for unresolved problems
• Work a standing check-in with Customer Success on accounts showing warning signs
• Keep renewal dates, contract terms, contacts and outcomes accurate in HubSpot
• Surface patterns in why customers stay and why they leave — you’ll hear this more often than anyone else in the company
• Help build and document the renewals process, which does not fully exist yet

Skills

• 1–3 years in a role where you dealt with customers directly and had something concrete to deliver — SaaS, inside sales, customer support, account coordination or similar
• Organizedin a way people can rely on; strong follow-through across many accounts atdifferent stages
• Comfortable talking to customers by phone as well as email — clear, warm, and willing to call beforeyouverehearsed it
• Comfortable with volume and repetition.This is a large bookof businessand the work rewards consistency over improvisation
• Willing to deliverbad newsearly and report an honest number
• Solid written communication — short, clear, friendly emails
• Comfortable in a CRM (we use HubSpot) and able to track abookof businessin a spreadsheet
• Judgment to know when to handle something yourself and when to escalate
• Exposure to renewals or subscription contracts
• Candidates residing in Texas, Florida, Missouri, Arizona, Indiana, North Carolina, or Wisconsin
• Any background in manufacturing, construction,woodworkingorthe trades
• Experience learning a technical product from scratch

Qualifications

Must Haves

• 1–3 years in a role where you dealt with customers directly and had something concrete to deliver — SaaS, inside sales, customer support, account coordination or similar
• Organizedin a way people can rely on; strong follow-through across many accounts atdifferent stages
• Comfortable talking to customers by phone as well as email — clear, warm, and willing to call beforeyouverehearsed it
• Comfortable with volume and repetition.This is a large bookof businessand the work rewards consistency over improvisation
• Willing to deliverbad newsearly and report an honest number
• Solid written communication — short, clear, friendly emails
• Comfortable in a CRM (we use HubSpot) and able to track abookof businessin a spreadsheet
• Judgment to know when to handle something yourself and when to escalate
• Exposure to renewals or subscription contracts
• Candidates residing in Texas, Florida, Missouri, Arizona, Indiana, North Carolina, or Wisconsin

Nice to Haves

• Any background in manufacturing, construction,woodworkingorthe trades
• Experience learning a technical product from scratch

Benefits

• This is a U.S.-based remote role.
• We prioritize employee wellbeing, flexibility, and a safe, supportive work environment across all regions.