About this Opportunity:
As a Renewal Specialist, you will be a key driver of customer retention and revenue growth. You will own and manage a portfolio of renewals, working closely with Sales and Customer Success to ensure successful outcomes and identify opportunities to expand relationships. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you’ll get to:
- Proactively engage with clients, understand their evolving needs, and guide them through a smooth and efficient renewal experience
- Build and maintain strong relationships with key decision-makers at client firms, acting as a trusted consultant and advocate
- Secure renewals while identifying opportunities to increase customer lifetime value through upsells, cross-sells, and expansions
- Partner effectively with Sales, Customer Success, Product, and other internal teams to develop and execute winning renewal strategies
- Deeply understand client requirements, identify potential roadblocks, and proactively address challenges to ensure timely renewals
- Maintain accurate renewal forecasts and provide management with clear visibility into renewal performance and potential risks
- Skillfully negotiate renewal terms that balance customer satisfaction with Orion's business objectives
- Adhere to established renewal processes and leverage CRM systems to manage customer interactions and track progress
- Proactively adopt new initiatives and programs and share your expertise as a mentor to other team members
- Advocate for the importance of renewals within Orion and contribute to a culture of customer success
We’re looking for talent who:
- Has 3+ years of proven success in Renewals
- Has a strong track record in managing and securing renewals, ideally within the SaaS industry or financial services sector
- Has ability to build rapport, handle objections, and negotiate effectively with clients at all levels, including C-suite executives
- Has proven ability to navigate and negotiate multi-year agreements with favorable terms
- Has strong understanding of key financial metrics and ability to analyze customer data to identify opportunities
- Has experience using CRM platforms, specifically Salesforce, to manage customer relationships and track renewal progress
- Has a genuine passion for customer success and a commitment to building long-term relationships
- Has the ability to anticipate challenges, develop solutions, and adapt to changing circumstances
- Collaborates and thrives in a team environment and enjoys sharing knowledge and expertise
- Has a minimum of a high school diploma or equivalent
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
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Recommended Skills:
Client-Centric, Effective Communication, Innovation, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$49,034.00 - $71,142.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Skills Required
- 3+ years of proven success in renewals
- Proven track record managing and securing renewals
- Experience in the SaaS industry or financial services sector
- Ability to build rapport, handle objections, and negotiate with clients at all levels, including C-suite executives
- Experience navigating and negotiating multi-year agreements
- Strong understanding of key financial metrics and ability to analyze customer data
- Experience using CRM platforms, specifically Salesforce
- Passion for customer success and building long-term relationships
- Ability to anticipate challenges, develop solutions, and adapt to changing circumstances
- Ability to collaborate effectively and share knowledge with team members
- High school diploma or equivalent
- Ability to manage stakeholder relationships and work effectively with people at all organizational levels
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
