Renewal Specialist

Join our growing account management team and help build a process built on collaboration, innovation, and customer-centricity are at the forefront. As the first Renewal Specialist at Crossbeam. Work the team,  you will work closely with our Customer Success team and Account Managers, guiding the renewal process with a keen eye for opportunity and a commitment to enhancing the customer experience. Your drive, curiosity, and passion for excellence fuel your efforts as you strive to achieve best-in-class retention rates. With your intelligence and customer-centric approach, you're dedicated to delivering exceptional value and ensuring each renewal reflects our commitment to excellence.

Responsibilities include:

• Renewal Ownership: Lead the renewal process in collaboration with the account team to preserve and enhance our customer contracts and relationships.
• Customer Growth & Retention: Discover and identify upsell opportunities upon contract renewal to maximize customer growth while identifying and mitigating renewal churn risk.
• Proactive Customer Engagement: Engage with key decision-makers to identify customer requirements and uncover roadblocks to ensure on-time commitments.
• Forecasting & Reporting: Maintain and report an accurate 90-day rolling forecast of renewals in your territory using tools like Salesforce & Clari.
• Contract Negotiation: Negotiate and execute renewal contracts that are on time and align with customer goals. Understand the nuances of working through Crossbeam’s deal desk process
• Process Building. Work with the Senior Sales manager to develop a playbook for renewal engagement maximizing revenue retention & customer experience. 
• Cross Collaboration: Work closely with the Customer Success, RevOps, & Account Management teams to ensure a united customer experience.
• Customer Consultation. Act as a trusted resource for our customers by maintaining a deep understanding of the Crossbeam products and the value they deliver.

These are some of your traits:

• You have 2+ years of Renewals, Sales Operations, Account Management, or Customer Success.
• You have experience problem solving and overcoming objections. 
• You keep the customer’s experience at the center of what you do.
• You can balance between being operational and value-driven with strong communication skills.
• You have a high bar for attention to detail and are highly organized.
• You are collaborative and thrive when you take challenges and objections head-on.
• You are passionate about business technology. The problem that Crossbeam solves — and how we are solving it — excites you. Geeking out about it will come naturally. 
• You speak your mind, and have no issue raising concerns with company leaders, but are also able to “disagree and commit” when things don’t go your way.
• When you don’t know how to do something, you’ll admit it and make a quick assessment of whether it’s something you can figure out, if you’ll need help, and where that help should come from.
• You just read this whole list and got more excited than concerned.

Interview Process

We go through the same interview steps for all Renewal candidates to ensure equity in our hiring process. Our process is designed to learn as much about each candidate as possible, as well as to give candidates access to our team and learn about what it's like to be a team member at Crossbeam. Topics will range from technical skills to problem-solving approaches and collaboration. 

Process

• Call with recruiter
• Call with Hiring Manager, Senior Sales Manager, Growth
• Project
• Individual interviews with core team members
• Final call with the VP Sales

Benefits

This is a salaried* role + commission. In addition, Crossbeam offers:

• Health Care Plan (Medical, Dental & Vision)
• Flexible PTO Policy
• Parental leave
• Stock Option Plan
• 401k Plan + Match
• Learning & Development Budget
• Coworking Budget
• Generous Wellness Stipend

*This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to Crossbeam. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. In Colorado, Connecticut, Nevada and New York City the standard base pay range for this role is $70,000- $80,000 Annually. This base pay range is specific to Colorado, Connecticut, Nevada and New York City and may not be applicable to other locations. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.

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