Renewal Coordinator

About The Role

Join Level AI as a Renewal Coordinator supporting a dynamic renewals and upsell team. This position focuses on managing the coordination, documentation, and procedural tasks essential for smooth renewal operations, enabling account managers to concentrate on strategic growth initiatives.

Responsibilities

• Manage the renewal calendar to ensure timely alerts at least 90 to 120 days before renewals, facilitating internal planning and customer engagement.
• Develop comprehensive renewal planning kits per account, detailing contract data, usage, customer needs, and additional SKUs.
• Organize and lead regular internal planning meetings to review renewal preparations, progress on renewals and upsell chances, and consolidate forecasts.
• Gather and track feedback from account management and oversee follow-up actions.
• Create kickoff presentations for renewals.
• Prepare renewal and upsell order documentation, collaborating with Account Management, Legal, and Revenue Operations teams to address contractual specifics.
• Maintain tracking and status updates for partner-handled renewal opportunities.
• Maintain weekly forecasts of renewals and upsells derived from Salesforce data.
• Assess Account Management’s forecast accuracy quarterly.
• Work with Revenue Operations to keep Salesforce records of renewal dates, terms, contacts, and outcomes precise and current.
• Contribute to evolving and documenting renewal and upsell processes as the team and client base expand.
• Identify and implement workflow efficiencies, including leveraging AI tools for day-to-day operations.

Qualifications

• 1 to 3 years in customer-oriented roles such as inside sales, customer support, or account coordination.
• Understanding of SaaS contracts and standard commercial terms.
• Exceptional organizational skills and acute attention to detail managing multiple renewals concurrently.
• Proactive approach with the ability to collaborate across functions and enforce contract deadlines.
• Excellent written and verbal communication capabilities.
• Proficient in Salesforce CRM and Google Workspace.
• Sound judgment in resolving issues independently or escalating when required.
• Interest and confidence in utilizing AI for operational efficiency.
• Motivation to learn about Level AI’s platform and the customer experience domain it addresses.

Additional Information

• Reports to the Head of Account Management.
• Works remotely from India, with working hours aligned to EST time zone (starting at 3:30 AM IST).
• Initial internal-facing role, with potential progression towards customer-facing responsibilities.