How You Will Make an Impact:
Execute the renewals process for a portfolio of subscription customers, leveraging proven strategies that support revenue retention while maintaining customer trust
Manage customer communications, support pricing discussions, and address objections to facilitate successful on-time renewals, expansions, and cross-sells
Partner with Customer Success to review account health and usage data ahead of contract end dates, identifying renewal risk and growth opportunities
Initiate proactive outreach to customers at defined intervals prior to contract expiration (90, 60, and 30 days) to ensure renewals are completed on schedule
Conduct renewal and contract change discussions with customers, applying defined negotiation parameters and escalating complex situations as needed
Respond to questions from customers on any aspect of the renewal including contract amendments, contract expansions, and contract contractions
Generate, review, and send renewal quotes to customers to ensure timely processing through procurement, resulting in issuance of PO to drive renewal to on-time closure
Track contract cancellations and document reasons for loss
Collaborate with cross-functional teams, including Customer Success, Sales, Legal, and Finance, to identify opportunities that reduce operational friction and improve efficiency in renewals, expansion, and cross-sell processes
Maintain all required CRM data, including but not limited to tracking customer interactions and managing renewal opportunities
Conduct all business in accordance with FinQuery policies and procedures
Complete all other duties as assigned
The Expertise You'll Bring:
Strong written, verbal, and interpersonal communication skills to engage effectively with customers, internal stakeholders, and cross-functional partners
Strong negotiation and objection handling skills, with the ability to hold value-based, persuasive renewal conversations within defined parameters
Strong understanding of Net Revenue Retention (NRR) and the key drivers of recurring revenue in a SaaS business
Strong analytical capabilities to analyze issues, identify solutions, and make sound decisions with general supervision
Ability to interpret customer health signals, engagement data, and renewal performance metrics to prioritize outreach, identify at-risk accounts, and support accurate forecasting
Strong process management, time management, and organizational skills, with the ability to manage multiple concurrent renewals against competing deadlines while maintaining accuracy and adherence to policy
Ability to assess when situations require independent handling versus escalation to Customer Success, Sales, or Legal, and act accordingly within defined guidelines
Ability to read and interpret subscription agreements, contract amendments, and order forms to support accurate renewal execution and contract administration
Excellent financial acumen and policy management skills
Proficiency in CRM platforms with familiarity with HubSpot or comparable tools preferred
Education & Experience DesiredPossession of a 4-year degree or equivalent experience
Experience of 3 or more years in customer renewals or account management in a SaaS or subscription-based business
Proven track record of achievement against quota and KPIs
Experience with Microsoft Office and Google Suite preferred
Experience working in a CRM platform with HubSpot experience preferred
Skills Required
- Strong written, verbal, and interpersonal communication skills
- Strong negotiation and objection-handling skills
- Understanding of Net Revenue Retention and recurring revenue drivers in a SaaS business
- Strong analytical and decision-making capabilities
- Ability to interpret customer health signals, engagement data, and renewal performance metrics
- Strong process management, time management, and organizational skills
- Ability to manage multiple concurrent renewals and competing deadlines accurately
- Ability to assess when issues require escalation to Customer Success, Sales, or Legal
- Ability to read and interpret subscription agreements, contract amendments, and order forms
- Excellent financial acumen and policy management skills
- Proficiency with CRM platforms
- Four-year degree or equivalent experience
- At least three years of experience in customer renewals or account management within a SaaS or subscription-based business
- Proven achievement against quota and KPIs
- HubSpot or comparable CRM experience
- Microsoft Office experience
- Google Suite experience
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way. More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs. And what makes it truly intelligent? We let you do it all on one platform. FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools. You’ll see the most where you’re spending the most.









