Client Success Representative - Renewals Specialist 

Confidential

Not specified permanent

Posted: January 30, 2026

Job Description

Position Overview

As a Client Success Representative - Renewals Specialist, you'll be responsible for fostering strong relationships with our clients by providing timely responses to inquiries and addressing questions and concerns regarding Sage Intacct, Acumatica, Sage 100 Contractor, and additional product renewals. Through targeted outreach, you will help reduce churn, ensure timely subscription renewals, and drive revenue through add-on sales. The ideal candidate will have a combination of exceptional skills in communication (both verbal and written), mathematics, organization, and product knowledge.

Key Responsibilities

Generate and review renewal and expansion quotes with clients; respond to related questions or concerns 

Cultivate client relationships, identify opportunities for growth, and work directly with CSM sales team members to expand their current subscription  

Collaborate cross-functionally to align client feedback with ongoing client needs and initiatives 

Assist clients in making informed decisions about their software subscriptions 

Required Skills & Qualifications

1+ yr of experience completing Sage Intacct, Sage 100 Contractor renewals 

Exceptional organizational and prioritization skills 

1+ year of experience ensuring software subscription renewals 

1+ year of experience driving revenue through upselling and subscription expansion 

1+ year of experience in a client experience or customer service role 

Previous experience working in Salesforce 

Strong communication and presentation skills across organizational levels, including the C-suite 

Ability to navigate ambiguity and improve processes for efficiency 

Preferred Qualifications

Proficiency with Salesforce CRM 

Previous experience creating new processes & procedures 

Project management or strategic planning background 

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation

Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.

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