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Deltek · 1 month ago

Renewal & Growth Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

Deltek is a recognized global standard for project-based businesses, delivering software and information solutions to help organizations achieve their purpose. The Renewal & Growth Specialist will collaborate with various teams to ensure customer requirements are met, achieve renewal and expansion revenue targets, and provide a seamless customer experience.

ConsultingEnterprise SoftwareInformation TechnologySoftware

Growth Opportunities

Responsibilities

Collaborates with Sales, Customer Success Managers, Legal, and Finance teams to ensure customer requirements are met and to provide a seamless customer experience and achieve renewal, uplift, retention, and expansion revenue targets, and to ensure successful, timely renewals and reduced churn risk

Creates proposals and contracts for all existing customer renewals and expansions within assigned territory. This includes renewal documentation, quotes, and amendments including as upgrades, downgrades, pricing, transfers, and migrations, ensuring timely and accurate processing of renewals

Identifies and pursues expansion opportunities by aligning product solutions and add-ons with customers’ evolving needs and goals. Migrates existing customers from legacy plans onto new packaging and pricing

Proactively provides product renewal date and pricing details to the customer, including notifications, reminders, and any necessary documentation; addresses customer billing questions or inquires

Forecasts and manages pipeline on a monthly and quarterly basis, maintaining accurate customer and contract details, updates, and forecast status in the relevant systems (Salesforce, Gainsight, etc.) daily to enable proper planning and seamless collaboration

Monitors account health indicators and flags any at-risk renewals to the Customer Success Managers for further action

Tracks and analyzes financial, renewal, and forecasts metrics, tracking progress against targets and timelines, proactively addresses risks to retention or satisfaction, and provides updates to management

Analyzes customer feedback to capture product expectations, experience, satisfaction, and abandonment propensity in the CRM system

Qualification

Customer SuccessSalesforceGainsightRevenue trackingAI integrationMicrosoft ExcelCRM systemsCommunication skillsTime managementProblem-solving

Required

3+ years of experience in Customer Success, Account Management, or Sales, with a focus on revenue growth and retention

Experience with forecasting or revenue tracking

Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry

Ability to effectively communicate and build trusting internal and external relationships with a best in class, customer-oriented approach

Ability to manage multiple accounts, deadlines, and demands, and provide accurate, timely deliverables in a fast-paced environment

Ability to accurately forecast and manage pipeline on a monthly and quarterly basis

Ability to analyze and anticipate needs, applying flexibility to adapt to changes, growth opportunities, or risks

Ability to identify and apply creative solutions to problems

Ability to effectively use Microsoft Excel, Outlook and CRM systems

Ability to learn and apply strong product knowledge