Renewal Account Specialist I

Summary

Vertosoft is a small business focused on accelerating technology adoption in government and simplifying access to innovative solutions for public-sector customers. The Government Renewal Account Specialist I supports software and technology subscription renewals for Federal and SLED customers by coordinating renewals, preparing quotes, maintaining CRM accuracy, and aligning cross-functional teams to ensure timely and compliant processing.

Responsibilities

• Support and manage assigned renewal opportunities under guidance of senior team members
• Track renewal dates and maintain renewal calendar accuracy
• Coordinate renewal notifications and required documentation
• Assist in quote preparation aligned with supplier pricing and contract terms
• Monitor PO receipt and ensure timely handoff to order processing
• Support co-terming and entitlement alignment activities
• Escalate identified renewal risks (funding timing, scope shifts, pricing discrepancies)
• Maintain accurate renewal records in Salesforce (or designated CRM)
• Update renewal stage, forecast category, and close dates
• Document customer communication and renewal risks
• Participate in renewal pipeline reviews with assigned Account Managers
• Assist with quote creation in coordination with Deal Desk and Contracts
• Validate pricing against supplier price lists and approved discount structures
• Ensure documentation aligns with applicable public-sector contract vehicles
• Maintain awareness of compliance requirements (TAA, Section 889, basic FAR/DFARS concepts)
• Coordinate with: Account Managers; Contracts; Finance; Deal Desk; Suppliers / Distributors (as assigned)
• Confirm pricing, SKUs, renewal terms, and entitlements
• Track internal SLA adherence for renewal processing
• Identify basic expansion signals (seat growth, product add-ons)
• Flag upsell/cross-sell opportunities to Account Managers
• Support renewal-related customer communication
• Maintain clean CRM data hygiene
• Follow renewal playbooks and SOPs
• Contribute feedback to improve renewal processes
• Complete required supplier certifications
• Other duties as assigned

Skills

• Bachelor's degree or equivalent experience
• 0–2 years of experience in renewals, customer success, sales operations, order management, or related field
• Strong organizational and documentation skills
• Professional written and verbal communication skills
• Ability to manage multiple deadlines
• Proficiency in Microsoft Office (Excel, Outlook, Teams)
• Ability to learn CRM systems (Salesforce preferred)
• Exposure to SaaS or subscription renewals
• Familiarity with public-sector procurement basics
• Experience in distribution, reseller, OEM, or technology environments
• Basic understanding of contract vehicles (GSA, SEWP, NITAAC, NASPO)

Qualifications

Must Haves

• Bachelor's degree or equivalent experience
• 0–2 years of experience in renewals, customer success, sales operations, order management, or related field
• Strong organizational and documentation skills
• Professional written and verbal communication skills
• Ability to manage multiple deadlines
• Proficiency in Microsoft Office (Excel, Outlook, Teams)
• Ability to learn CRM systems (Salesforce preferred)

Nice to Haves

• Exposure to SaaS or subscription renewals
• Familiarity with public-sector procurement basics
• Experience in distribution, reseller, OEM, or technology environments
• Basic understanding of contract vehicles (GSA, SEWP, NITAAC, NASPO)

Benefits

• Bonus potential
• Comprehensive benefits package including health, dental, and vision
• 401(k) with company match
• Paid Time Off (PTO) and all Federal holidays
• Hybrid work schedule (Leesburg, VA)
• Career development, certifications, and growth opportunities