Renewal Specialist

A trusted leader in alternative business financing is seeking a Renewals Specialist to assist with growing a portfolio of existing clients. You’ll deepen relationships, secure renewals, and uncover new opportunities.

You’ll be the go-to resource for business owners looking to extend or expand their access to capital. This is a high-impact role in a fast-paced, performance-driven environment where strong communication, persistence, and customer empathy are key.

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Renewal Specialist Responsibilities

• Proactively engage clients ahead of renewal dates to discuss refinancing, renewal, and additional funding options
• Identify, position, and close additional financing solutions that support client growth goals
• Serve as the primary point of contact: provide updates, answer questions, and build trust
• Guide clients through the renewal process from proposal to close
• Track pipeline activity, tasks, and client interactions in Salesforce

Renewal Specialist Requirements

• Proven success in high-volume, transactional sales environments
• Strong relationship management, presentation, and negotiation skills
• Tech-savvy with CRM experience (Salesforce preferred)
• Hunter mindset—comfortable prospecting within a large database
• Self-starter with excellent communication and time management
• Able to thrive in a fully remote, fast-paced setting

Compensation & Benefits

• Base + commission; OTE: $90,000-$95,000
• Fully remote, flexible full-time schedule
• Medical, dental, vision, and 401(k) with company match
• Generous PTO, sick leave, and paid holidays

How to apply: Send your resume.