Renewal Specialist

ClickUp ClickUp · Enterprise · Philippines · Customer Experience

This role is for a Renewal Specialist at ClickUp, a company that offers an AI-powered workspace. The specialist will manage the end-to-end renewal process for customers, focusing on retention, identifying expansion opportunities, and collaborating with various internal teams. The role involves negotiation, forecasting, and improving renewal workflows. While the company heavily features AI in its product, this specific role is focused on the commercial and customer relationship aspects of renewals, not the direct development or deployment of AI models.

What you'd actually do

  1. Own and manage the end-to-end renewal process, from customer outreach and commercial negotiation to contract confirmation and execution.
  2. Build renewal strategies that balance customer requirements with internal pricing guardrails, commercial rules of engagement, and revenue targets.
  3. Collaborate cross-functionally with Customer Success, Finance, Legal, and Sales to drive customer retention, ensure contract accuracy, and secure on-time renewals.
  4. Negotiate renewal terms, pricing adjustments, seat right-sizing, contract length, and packaging to align with customer needs and company objectives.
  5. Maintain a rolling 90‑day renewal forecast by segment and/or territory with accurate close dates, risk flags, and expected outcomes.

Skills

Required

  • B2B sales
  • account management
  • renewals
  • customer success
  • SaaS experience
  • full renewal cycle management
  • customer engagement
  • quote creation
  • negotiation
  • expansion identification
  • contract closure
  • interpersonal skills
  • communication skills
  • customer relationship management
  • results-driven
  • proactive
  • customer-first mindset
  • fast-paced environment
  • quarterly target-driven environment
  • cross-functional collaboration
  • Salesforce proficiency
  • forecasting
  • reporting tools
  • attention to detail
  • organizational discipline
  • high-volume portfolio management
  • problem-solving
  • strategic approach
  • empathetic approach

Nice to have

  • Tableau
  • Gainsight

What the JD emphasized

  • Minimum of 2 years of experience in B2B sales, account management, renewals, or customer success, ideally within SaaS.
  • Proven experience managing the full renewal cycle, including customer engagement, quote creation, negotiation, expansion identification, and contract closure.
  • Salesforce (required)