
Strategic Portfolio Manager
6 days ago
This strategic Renewal Manager position involves providing top-notch management and execution across a portfolio of existing customers. Serving as their primary point of contact for contract extension, you will foster trust, satisfaction, and engagement across assigned accounts.
Developing and executing renewal strategies is key to this role. You will manage the end-to-end renewal process, negotiation, and contract terms. Partnering with the Client Account Executive and Customer Success Manager ensures our customers realize the value of their investment and demonstrate differentiation from competitors.
You will be a member of the Client Sales organization, carrying a revenue renewal quota and reporting directly to the Director of Renewals Management.
Key Responsibilities:
- Drive and lead the renewals process in collaboration with the CAE and CSM to preserve and improve customer contracts and relationships.
- Engage with key decision-makers to identify customer requirements and uncover roadblocks to ensure timely commitments.
- Achieve or exceed quarterly revenue goals tied to retention, growth, and term extension of existing customer contracts.
- Maintain and report an accurate forecast of renewals.
- Negotiate and execute renewal contracts that align to customer goals.
- Discover and identify upsell/cross-sell opportunities during contract renewal to maximize customer growth.
- Communicate risk clearly and partner with the CSM in developing resolution strategies.
- Escalate whenever appropriate to help resolve customer concerns.
- Serve as the voice of the customer and collect feedback to drive continuous improvement across all areas including product.
- Effectively communicate the benefits of the customer's solution and differentiate from competitive solutions.
- Own the renewal sales cycle, from developing a strategy, to building relationships with key stakeholders to negotiation and contracting.
Requirements
To succeed in this role, you will need:
Skills and Qualifications:
- 2-3 years of experience in Renewals, Account Management, Customer Success, or other applicable customer-facing roles.
- Proven success in meeting and exceeding revenue targets while managing renewals.
- History of managing a high volume of transactions.
- Passionate about providing a top-notch, best-in-class customer experience.
- Strong presentation, meeting facilitation, and written communication skills.
- Comfortable analyzing and understanding data.
- Excellent time management skills with the ability to track numerous details.
- Willingness to travel to customer locations or events as needed.
- Desire to work in a fast-paced startup environment where your input is desired to help craft offerings and interactions with clients.
- Experience with CRM software (e.g., Salesforce) and GSuite tools (Google Sheets).
- Ability to communicate, present, and influence key stakeholders at all levels of an organization.
- Deep understanding of how businesses operate and the priorities that drive decisions from C-level down.
- Able to work US core hours (7am - 5pm Pacific Time) while 100% on-camera in a dedicated, technically enabled remote workspace that supports team meetings, client interactions, and collaborative sessions.
- Must be comfortable with a hybrid work arrangement, requiring 1 day onsite per week.
- Excellent internet connectivity required.
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