The Role
Own and optimize the end-to-end renewals process for a B2B SaaS client base: manage renewal pipeline, coordinate cross-functionally with Sales/Finance/Legal, prepare quotes and contracts, engage clients, identify upsell opportunities, ensure accurate billing, build scalable Salesforce-based processes, and report renewal metrics to leadership.
Summary Generated by Built In
InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactions with increased productivity and transparency.
We are looking for a Renewals Specialist to own and optimize the end-to-end renewal process for InvestorFlow's client base. This is a high-impact role within our Revenue Operations function, sitting at the intersection of Sales, Finance, and Customer Success. You will be responsible for ensuring renewals close on time, at the right terms, and with minimal revenue leakage — while delivering a smooth, professional experience for our clients.
The ideal candidate is process-oriented and data-driven, comfortable working cross-functionally, and confident engaging directly with clients when needed to drive renewal outcomes.
You Will:
- Own the full renewal lifecycle: manage a portfolio of upcoming renewals from early-stage planning through contract execution, ensuring on-time renewal rates and minimizing churn risk.
- Drive renewal pipeline management: maintain a rolling forecast of renewals, track status and health indicators, and proactively flag at-risk accounts to Sales and Customer Success leadership.
- Collaborate cross-functionally with Sales, Finance, and Legal to coordinate pricing, contract terms, and approval workflows for each renewal.
- Engage clients directly as needed to communicate renewal timelines, address questions, and facilitate smooth execution of renewal agreements.
- Prepare renewal quotes, proposals and order forms/ amendments, and handle renewal contract negotiations with clients.
- Identify opportunities for upsell or expansion in tandem with the Sales team during the renewal process.
- Partner with Finance to ensure accurate billing, invoicing, and revenue recognition on renewed contracts in alignment with company policies.
- Build and maintain scalable renewal processes, playbooks, and automation in our CRM (Salesforce) to improve efficiency as the business grows.
- Produce regular reporting and analytics on renewal performance, win/loss rates, ARR retention, and key renewal metrics for leadership review.
- Continuously improve the renewal experience by gathering client feedback and working with internal stakeholders to remove friction from the process.
You Have:
- 8-10 years of experience in B2B SaaS company, out of which 5+ years in Revenue Operations, Sales Operations, Renewals Management, or a similar role at a B2B SaaS company or relevant market experience.
- Deep understanding of SaaS pricing models, subscription lifecycle management and contracting processes
- Proven track record of owning a renewal book of business and meeting or exceeding renewal rate targets.
- Strong proficiency with Salesforce CRM; experience building reports, managing opportunity pipelines, and maintaining data hygiene.
- Highly organized with excellent attention to detail — you can juggle a large portfolio of accounts and deadlines without things falling through the cracks.
- Effective communicator who can work confidently with external clients in a professional, client-facing context and with internal stakeholders.
- Analytical mindset with the ability to build and maintain renewal forecasts, dashboards, and performance reports.
- Experience in fintech, wealthtech, or the alternative investment/financial services industry.
- Familiarity contract management software (e.g., Ironclad, DocuSign), or billing platforms.
- Exposure to AI-driven SaaS products and an understanding of how AI features affect customer value and retention conversations.
- Experience working in a high-growth, Series B or later startup environment.
Required
Nice to Have
InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in San Francisco, California. To learn more, please visit www.investorflow.com
Skills Required
- 8-10 years experience in B2B SaaS, including 5+ years in Revenue Operations, Sales Operations, Renewals Management, or similar
- Deep understanding of SaaS pricing models, subscription lifecycle management and contracting processes
- Proven track record of owning a renewal book of business and meeting or exceeding renewal rate targets
- Strong proficiency with Salesforce CRM, including building reports, managing opportunity pipelines, and maintaining data hygiene
- Highly organized with excellent attention to detail and ability to manage large portfolios and deadlines
- Effective communicator comfortable in client-facing contexts and working with internal stakeholders
- Analytical mindset with ability to build and maintain renewal forecasts, dashboards, and performance reports
- Experience in fintech, wealthtech, or alternative investment/financial services
- Familiarity with contract management software (e.g., Ironclad, DocuSign) or billing platforms
- Exposure to AI-driven SaaS products and understanding of how AI features affect retention conversations
- Experience working in high-growth, Series B or later startup environments
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The Company
What We Do
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
