Renewals Coordinator (Remote)

Job overview

Summit Oak Financial is recruiting a remote Renewals Coordinator to support customers as their subscriptions and contracts approach renewal. You will help maintain the renewal calendar, contact customers with timely reminders, prepare renewal documentation, update CRM records, and coordinate next steps with account managers, customer success, finance, and legal teams.

This is a customer retention and coordination role. Unlike sales development, which primarily focuses on finding new prospects, or customer support, which typically responds to service issues, renewals work helps existing customers understand the renewal process and complete the next contract period on time. It combines careful administration, professional communication, and consistent follow-up.

What you'll do

• Monitor upcoming contract and subscription renewal dates and maintain an accurate renewal calendar.
• Reach out to customers ahead of renewal dates with clear reminders, relevant information, and next steps.
• Coordinate renewal activities with account managers and customer success teams.
• Prepare renewal quotes, proposals, and supporting documentation using approved account and pricing information.
• Track renewal opportunities, stages, dates, and follow-up actions in a CRM such as Salesforce, HubSpot, or Gainsight.
• Follow up with customers who have not responded and document outreach consistently.
• Escalate at-risk accounts, potential churn, objections, and unusual customer requests to the appropriate account manager.
• Process renewal paperwork and coordinate contract details with finance and legal teams.
• Answer basic questions about renewal timing, process, and approved pricing information, escalating anything outside your authority.
• Update account records, contact information, contract details, and renewal dates so teams can rely on accurate data.
• Track renewal rate, churn, and expansion indicators and prepare weekly renewal reports.
• Help identify missing information or recurring process issues that could delay renewals.

A typical renewal workflow

Exact procedures vary by team, but a renewal often follows a repeatable cycle:

For example, you may review the next month’s renewal calendar, check the account record, send a reminder, and record the response in the CRM. If the customer needs a quote or contract update, you coordinate with the account manager and relevant internal teams. If the customer is unresponsive or signals that they may not renew, you flag the account for follow-up and include the status in the renewal report.

Required qualifications

• High school diploma or equivalent required; no college degree or certification required.
• Strong written English and a professional, customer-friendly communication style.
• Strong organization, follow-up, and deadline-management skills.
• Comfort using spreadsheets to track renewal stages, dates, and basic metrics.
• Familiarity with Salesforce, HubSpot, or Gainsight, or willingness to learn through paid training.
• Attention to detail when handling contract dates, pricing information, documents, and account records.
• Ability to follow documented workflows, maintain accurate records, and escalate questions appropriately.
• Reliable internet connection and a quiet workspace suitable for full-time remote work.

Preferred qualifications

• Previous customer success, renewals, account management, or customer service experience.
• Familiarity with Salesforce, HubSpot, Gainsight, or another customer relationship management system.
• Exposure to subscription-based services, SaaS businesses, or contract administration.
• Experience preparing quotes, maintaining account records, or producing spreadsheet reports.
• Spanish/English bilingual ability.
• Interest in customer success, account management, sales operations, or revenue operations.

Pay and benefits

Is this a sales job?

The role supports customer retention and renewal completion, so it may involve customer outreach and discussing approved renewal information. It is not primarily a cold-prospecting or new-customer acquisition role. Some assignments may include performance bonuses tied to renewal outcomes, but commission structures and targets are not guaranteed and should be confirmed before accepting an offer. Coordinators should not make unauthorized discounts, promise contract terms, or handle escalations beyond their responsibilities.

Remote-work setup

You will need a reliable computer, stable internet access, and a quiet workspace for customer communication and accurate recordkeeping. The team may use CRM software, spreadsheets, email, calendars, and document tools. Confirm which systems are provided and how training works during the hiring process. Do not purchase software or equipment on the assumption that reimbursement is guaranteed.

Application process

Frequently asked questions

Do I need previous renewals or customer success experience?

No. Prior renewals, customer success, account management, or sales experience is not required. Paid training is provided. Strong communication, organization, and follow-up skills are important.

What tools will I use?

Depending on the assignment, tools may include Salesforce, HubSpot, or Gainsight, along with spreadsheets, email, calendars, and document tools. Confirm the specific systems and training plan during the hiring process.

Is this a sales job or a customer support job?

It is primarily a customer retention and coordination role. You help existing customers complete renewals, keep records accurate, and coordinate next steps. It differs from sales development, which focuses on acquiring new customers, and support roles that mainly handle service issues.

Is there commission or a bonus?

Some roles may include bonuses tied to renewal rates. A bonus or commission is not guaranteed for every assignment. Ask for written details about targets, calculations, eligibility, and payment timing before accepting an offer.

What is the pay range?

The stated range is $18–$26 per hour, based on experience and account volume. Entry-level candidates typically start near the lower end. Actual pay and any bonus terms should be confirmed with the hiring team.

What schedule should I expect?

This is a full-time role, typically about 40 hours per week during standard business hours. Workload may peak around quarterly renewal cycles. Confirm time-zone expectations and the normal workday during the interview.

Do I need a college degree or certification?

No. A high school diploma or equivalent is required, but a college degree and professional certifications are not required. Paid training covers CRM tools and renewal workflows.

Can this role lead to other careers?

Experience may support progression toward Customer Success Manager, Renewals Manager, Account Manager, or Revenue Operations Specialist roles. Advancement depends on performance, experience, and available opportunities.

Who can apply for this remote job?

The position is remote across multiple U.S. states and applicants must be authorized to work in the United States. Confirm any assignment-specific state or time-zone eligibility with the hiring team.

Is there an application deadline, and does it cost anything to apply?

The role is open until filled, with no fixed application deadline listed. Applying through JobSphereHR is free. Do not pay a recruiter or supposed employer to secure the job.

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