Position Details

Type Not Specified

Experience entry

Exp. Years 1-3 years

Education Not specified

Category Customer Success & Support

About this role

The Digital Renewal & Customer Success Associate owns the renewal process for ~325 digital customers, ensuring renewals are tracked and won. The role focuses on at-risk identification, renewal conversations, and forecast accuracy in Salesforce with playbook adherence.

Key Responsibilities

Own the end-to-end renewal process for all ~325 digital customers across a rolling 12-month pipeline
Identify and prioritize at-risk renewals based on health signals and engagement data
Conduct renewal conversations with customers and maintain accurate forecasting and pipeline hygiene in Salesforce
Execute structured customer satisfaction touchpoints and escalate issues to protect retention
Ensure process consistency and adherence to renewal playbooks

Technical Overview

CRM-focused renewal operations centered on Salesforce; data-driven approach using health signals and engagement metrics to drive renewal forecasting and pipeline hygiene; no software development involved.

Ideal Candidate

The ideal candidate is a junior customer success professional with 1-3 years in SaaS or CS, capable of managing a large renewal book and maintaining pipeline hygiene. Salesforce familiarity is a plus; strong communication and attention to detail are essential.

Must-Have Skills

1-3 years in Customer Success or Account Management or client-facing SaaS rolestrong organizational skillsability to manage a high-volume book of businesspipeline hygieneforecast accuracy

Nice-to-Have Skills

Salesforce familiarityExperience with renewal conversationsExperience in Revenue OperationsLarge book of business management

Tools & Platforms

SalesforceCRM systems

Required Skills

1-3 years in Customer Success or Account Management or client-facing SaaS role; Salesforce familiarity preferred; renewal pipeline ownership; forecast accuracy; pipeline hygiene; renewal conversations; high-volume account management; customer success; health signals; engagement data; playbooks

Hard Skills

SalesforceSalesforce familiarityrenewalrenewal forecastingpipeline hygienecustomer successaccount managementSaaSrenewalsplaybookscustomer satisfactionhealth signalsengagement dataforecast accuracyrenewal conversationspipeline ownership

Soft Skills

communicationattention to detailtime managementproactive problem-solvingcustomer focusorganizationpipeline disciplineforecast accuracyteam collaboration

Industry & Role

Industry Cybersecurity

Job Function Own end-to-end renewal process and forecast accuracy for digital customer portfolio

Role Subtype Customer Success & Support

Tech Domains Salesforce, CRM Systems, Customer Relationship Management, SaaS, Renewals, Forecasting, Pipeline Management, Data Analysis, Engagement Data, Health Signals

Keywords for Your Resume

digital renewalcustomer successrenewalrenewal pipelineSalesforcepipeline hygieneforecastingrenewal conversationshealth signalsengagement dataAt-Risk IdentificationAt-Risk Identification & Prioritizationplaybookscustomer satisfactionrenewalspipeline ownershipSaaSrenewal conversations directly with customershigh-volumecustomer engagementsalesforce

Deal Breakers

1-3 years of CS or SaaS experience, Must be authorized to work in the United States; visa sponsorship not provided

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