[Hiring] Renewals Specialist @INNERGY

Role Description

The Renewals Specialist is a new role, and it exists because our RAVING FANS shouldn't have to wait. A large share of renewals — particularly on the CAD/CAM side — involve customers who are happy, fully adopted, and simply want to keep going. Those renewals deserve fast, clean execution, not a queue behind deals that need discovery. You sit on the Account Management team. Ahead of each renewal, the Account Manager and Customer Success Manager meet with the customer to confirm needs. Where there's an expansion, cross-sell, or unresolved need, the AM keeps it. Where the customer is fully served by what they have today, it comes to you — and you take it from confirmation to signature.

Responsibilities

• THE RENEWAL BOOK
  • Own the renewal calendar and drive the timeline, surfacing upcoming renewals to the Account Manager and CSM early enough for the pre-renewal conversation to happen on schedule.
  • Lead renewal conversations: confirming intent, answering questions, handling straightforward pushback on terms.
  • Keep the renewal moving; log any customer needs beyond what they own today and loop in the Account Manager the same day.
  • Prepare renewal quotes and drive agreements through to signature.
  • Work your book of business by tier, with high-value and multi-module accounts receiving a full touch sequence, while smaller, stable renewals are handled efficiently.
• FORECASTING AND REPORTING
  • Maintain a weekly forecast of what’s renewing, what’s wobbling, and what’s unfortunately churning.
  • Provide a renewal number for business planning by month, product line, and confidence.
  • Report accurately rather than optimistically; flagging a problem early is always the right call.
• RISK AND COLLABORATION
  • Spot at-risk accounts early and route them to the right owner: Customer Success for adoption issues, Account Management for commercial ones, Support for unresolved problems.
  • Work a standing check-in with Customer Success on accounts showing warning signs.
• DATA AND INSIGHT
  • Keep renewal dates, contract terms, contacts, and outcomes accurate in HubSpot.
  • Surface patterns in why customers stay and why they leave.
  • Help build and document the renewals process, which does not fully exist yet.

Qualifications

• 1–3 years in a role dealing with customers directly and delivering concrete results — SaaS, inside sales, customer support, account coordination, or similar.
• Organized in a way people can rely on; strong follow-through across many accounts at different stages.
• Comfortable talking to customers by phone and email — clear, warm, and willing to call before rehearsing.
• Comfortable with volume and repetition; the work rewards consistency over improvisation.
• Willing to deliver bad news early and report an honest number.
• Solid written communication — short, clear, friendly emails.
• Comfortable in a CRM (we use HubSpot) and able to track a book of business in a spreadsheet.
• Judgment to know when to handle something yourself and when to escalate.
• Exposure to renewals or subscription contracts.
• Any background in manufacturing, construction, woodworking, or the trades.
• Experience learning a technical product from scratch.

Additional Information

• All your information will be kept confidential according to EEO guidelines.
• INNERGY is committed to fostering an inclusive and accessible workplace, supporting reasonable adjustments for individuals with disabilities.
• This role is primarily computer-based and may involve extended periods of screen time and frequent communication through digital tools.
• Work may be performed remotely or in an office setting, depending on the role and location.
• INNERGY is an Equal Opportunity Employer that values diversity at every level of the organization.
• This is a U.S.-based remote role; candidates residing in certain U.S. states are eligible.