Junior Renewals Specialist
Core
Manage the renewal cycle for an assigned client portfolio in Latin America, tracking renewal dates, preparing quotes, and updating CRM data while using AI tools.
Role type
Junior Account Renewals Specialist
Builds
Client retention and contract renewals for Clio's legal AI platform
Domain
Legal Technology / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
CRM management, quote preparation, risk identification, multi-priority management, data validation
Preferred skills
AI tool usage, upselling, cross-selling
Technologies
Vincent, HubSpot, Salesforce
Responsibilities
Manage the renewal cycle for an assigned client portfolio, track renewal dates and contact clients, prepare quotes and contract updates, maintain CRM data, handle routine client inquiries, escalate complex cases, collaborate with Sales and Customer Success teams
Seniority
Junior, entry-level IC