Renewals Specialist

How you'll add value:

CPQ & Forecast Ownership 

This role is fully accountable for: 

• Activating and managing Renewal Opportunities in Salesforce CPQ 

• Generating accurate Renewal Quotes 

• Maintaining forecast precision within ±5% variance 

• Driving on-time renewal completion 

• Coordinating approvals and exception workflows 

Digital/Scaled Renewal Motion 

For Digital/Scaled (DST) customers under $50K ARR, the Renewal Specialist owns the full renewal lifecycle through an automation-driven model, including: 

• Monitoring automated usage and payment risk signals 

• Triggering save plays when thresholds are breached 

• Issuing renewal quotes via CPQ automation 

• Maintaining forecast ownership for the DST portfolio 

• Identify growth opportunities for Sales 

CSM and Account Executive (AE) involvement occurs only when escalation thresholds are met. 

Success Metrics (Refined) 

• Gross Revenue Retention (GRR) influence 

• Net Revenue Retention (NRR) influence 

• Forecast Accuracy (±5%) 

• On-Time Renewal Rate (>95%) 

• Reduction in Surprise Churn 

• Reduction in Last-Minute Concessions 

• DST Renewal Completion Rate 

What you'll need to be successful in this role:

 

• 3–6+ years’ experience in renewals management (preferably SaaS renewals), account management, sales operations, or Customer Success with commercial responsibility. 

• Strong experience processing renewals and contract amendments, including pricing adjustments and approvals. 

• Experience supporting Enterprise and/or Mid-Market SaaS accounts 

• Strong experience and proficiency with Salesforce, renewal forecasting, contracting workflows and SaaS pricing structures (ARR, multi-year, uplifts). 

• Demonstrated professional proficiency in both verbal and written English to effectively communicate with global customers, internal teams, and stakeholders across various channels (email, chat, video, phone). 

• Excellent attention to detail and ability to manage multiple renewal cycles simultaneously. 

• Analytical mindset with the ability to track and report on key retention and renewal metrics. 

• Ability to work cross-functionally with multiple teams to drive customer success.  

• Experience with automation or AI-enabled tools to optimize processes. 

• Experience working with subscription-based or recurring revenue models is a plus. 

• Ability to work a hybrid schedule with three days per week onsite in our Mexico City office. 

• Flexibility to support U.S. operations, including working on select Mexico public holidays based on business and operational needs. 

Benefits and Compensation

We also offer a comprehensive benefits package.
Benefit options include:
• Law Benefits
• Major Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Meal Vouchers
• 30-day Christmas bonus
• Saving Fund
• And more!
This role is hybrid, balancing flexibility with the value of in-person collaboration. To support connection, partnership, and team effectiveness, employees are expected to work onsite each Tuesday, Wednesday, and Thursday.