续费经理,Velocity
Renewals Manager, Velocity
职位描述
我们正在寻找一名续约经理,以支持CaptivateIQ的Velocity(规模化)业务板块,负责该规模化中小客户/中型企业(SMB/MM)板块的大部分续约交易。
这是一个高产量、注重商业价值的售后岗位,专注于客户留存、价值证明、续约执行和主动风险管控。你将管理大量即将到期的续约订单,与客户进行恰当紧迫性和价值定位的沟通,并与客户成功团队、销售、财务、法务、专业服务和支持团队紧密合作,推动及时结果。
这个职位适合那些在可扩展、可重复的流程中表现出色的人:能够合理优先排序,执行有纪律的流程,及早发现流失风险,清晰表达价值,并帮助客户有信心地续约。
如果你喜欢在快速发展的SaaS环境中结合客户沟通、商业执行和运营严谨性,那么这个职位适合你。
职责
- 负责Velocity客户的大规模续约组合,确保合同准确且按时续约。
- 在合同到期前尽早开展主动续约工作,包括联系客户、跟进、时间管理及内部协调。
- 通过客户信号、活动趋势和内部信息,早期识别流失和缩减风险;必要时提出明确建议并上报。
- 为交易型客户清晰且自信地展示续约价值,利用客户成果、产品使用情况和业务背景来支持对话。
- 与客户成功经理、客户经理、财务、法务、专业服务、支持和管理层合作,解决障碍并推动交易进展。
- 保持准确的预测和CRM数据整洁,包括续约状态、风险等级、障碍、下一步行动和预期结果。
- 使用指南、细分和自动化工具,在不牺牲客户体验的前提下,将工作规模扩展到大客户群。
- 在获得批准的让步路径上,以良好的判断力和强大的内部沟通支持挽救交易。
- 在Velocity业务板块中发现可重复的模式,并分享能提升续约策略、风险检测和运营效率的想法。
- 建立对CaptivateIQ平台和客户使用案例的深入了解,以便在续约对话中连接到真实的客户价值。
- 作为该职能的首位成员:你将与管理层密切合作,将最佳实践制度化
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About the Role
We're looking for a Renewals Manager to support CaptivateIQ's Velocity (scaled) segment by owning the majority of our renewal transactions in aligned to this scaled SMB/MM segment.
This is a high-volume, commercially minded post-sales role focused on retention, value justification, renewal execution, and proactive risk management. You will manage a large portfolio of upcoming renewals, engage customers with the right level of urgency and value framing, and partner closely with Customer Success, Sales, Finance, Legal, Professional Services and Support to drive timely outcomes.
This role is built for someone who thrives in scaled, repeatable motions: prioritizing well, running a disciplined process, spotting churn risk early, articulating value, and helping customers renew with confidence.
If you enjoy blending customer communication, commercial execution, and operational rigor in a fast-moving SaaS environment, this role is for you.
Responsibilities
- Own a high-volume renewal portfolio across Velocity accounts, ensuring contracts are renewed accurately and on time.
- Run proactive renewal motions well before contract end dates, including outreach, follow-up, timeline management, and internal coordination.
- Identify churn and contraction risk early using customer signals, activity trends, and internal context; escalate with clear recommendations when needed.
- Position renewal value clearly and confidently for transactional customers, using customer outcomes, product usage, and business context to support the conversation.
- Partner with CSMs, Account Directors, Finance, Legal, PS, Support, and leadership to resolve blockers and move deals forward.
- Maintain accurate forecasts and CRM hygiene, including renewal status, risk level, blockers, next steps, and expected outcomes.
- Use playbooks, segmentation, and automation to scale your work across a large book of business without sacrificing customer experience.
- Support save motions and approved concession paths with sound judgment and strong internal communication.
- Spot repeatable patterns across the Velocity segment and share ideas that improve renewal plays, risk detection, and operational efficiency.
- Build working knowledge of CaptivateIQ's platform and customer use cases so you can connect renewal conversations to real customer value.
- First in function: As our first Renewals Manager, you will work closely with leadership to operationalize best practices, build and improve processes and directly contribute to retention results in our scaled segment.
What You'll Bring
- 2-4 years of experience in Renewals, Customer Success, Account Management, or another customer-facing SaaS role.
- Experience managing a high-volume portfolio or pipeline with multiple concurrent deadlines.
- Proven ability to drive or support renewal execution in a structured, deadline-oriented environment.
- Strong written and verbal communication skills, especially in concise customer-facing outreach.
- Good commercial instincts: comfortable discussing value, navigating basic objections, and partnering on deal strategy when needed.
- Strong organizational discipline across systems, documentation, forecasting, and follow-through.
- Comfort working in an evolving environment where processes are improving and not every scenario has a perfect playbook.
- Experience using AI tools to improve efficiency, prioritization, and customer prep.
- Experience with SaaS renewals, subscription businesses, or recurring revenue models.
- Exposure to pricing, procurement, or lightweight contract negotiation.
Nice to have
- Familiarity with Salesforce, ChurnZero, and workflow / automation tooling.
- Experience in SMB, pooled-book, or Velocity-style customer coverage models.
Note to Prospecting Candidates
- Only emails from @captivateiq.com should be trusted.
- We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
- Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
- Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
- Ask candidates to make a payment in order to be considered for a position.
- Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
- Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.