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Summary

The SMB Renewal Specialist manages customer renewals and maximizes bookings through strategic coordination and negotiation within the Tampa Bay area. This role focuses on preventing churn, securing optimal terms, and meeting revenue targets for the SMB segment.

Key Responsibilities: Manage assigned customer portfolios, provide pricing quotes for renewals, coordinate with CSMs on upsells and add-ons, and negotiate with customers to close opportunities efficiently. Maintain accurate forecasting in Salesforce, handle objections proactively, and meet weekly and daily pipeline targets.
Skills & Tools: Strong verbal and written communication, negotiation, and organizational skills are essential, along with proficiency in Salesforce CRM, MS Office (Word and Excel), and Google Workspace. Excellent customer service, time management, and ability to build rapport via phone, email, and video conferencing are required.
Qualifications: Associate's Degree or equivalent work experience is preferred, along with prior sales or negotiation experience. Familiarity with IT Security field concepts and ability to work with minimal supervision are valued.
Location: Hybrid in Clearwater, Florida, United States (greater Tampa Bay area)
Compensation: Not provided by employer. Typical compensation for this role is $50,000 – $70,000/year based on title, seniority, and location.

Job Description

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Fast Facts

The SMB Renewal Specialist role focuses on managing customer renewals and maximizing bookings through strategic coordination and negotiation within the Tampa Bay area.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Responsibilities: Responsible for managing a customer portfolio to provide pricing quotes for renewals, strategizing with CSMs on upsells, and ensuring successful closure of opportunities.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Skills: Strong communication, negotiation, and organizational skills along with proficiency in Salesforce and MS Office are required.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Qualifications: An Associate's Degree or equivalent experience is preferred, along with prior sales or negotiation experience.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Location: This position is hybrid and open to candidates in the greater Tampa Bay area, specifically Clearwater, Florida.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Compensation: Not provided by employer. Typical compensation ranges for this position are between $50,000 - $70,000.



Clearwater positions open to candidates located in greater Tampa Bay area.

The SMB Renewal Specialist is responsible for coordinating with SMB CSMs and customers to provide pricing quotes for renewals and then successfully and efficiently close those opportunities.

Responsibilities:

  • Manage all opportunities within assigned customer portfolio and perform research to understand customer health and account status as it pertains to those opportunities
  • Coordinate with SMB CSMs and Account Managers to strategize on renewals, add-on and upsells for their customers to maximize bookings
  • Be proactive when conducting discovery with customers on opportunities and handle any objections to ensure predictability of successfully closing those opportunities
  • Negotiate with customers on opportunities to prevent churn and secure optimal terms
  • Employ pricing strategies that meet the Company’s standards, policies, and procedures
  • Generate pricing quotes for renewals
  • Manage your assigned 30, 60, and 90 day opportunity pipeline, weekly and daily forecasts and meet regularly with the Renewal Specialist Regional Director to review
  • Thoroughly and accurately complete deal sheets in Salesforce for each opportunity
  • Meet and exceed bookings targets and quotas
  • Maintain impeccable administration of your opportunities in the Company’s CRM

 Minimum Qualifications:

  • Associate’s Degree or equivalent work experience and education preferred
  • Experience with Gmail and Google Docs
  • Experience with MS Office (Word and Excel)
  • Experience with web browsers (Chrome, Internet Explorer, etc.)
  • Experience with Salesforce or other CRM preferred
  • Familiarity with standard concepts, practices and procedures within the IT Security Field
  • Previous sales or negotiation experience 
  • Strong verbal and written communications
  • Excellent time management and organization skills
  • Superior customer service skills
  • Strong collaborative and team work skills
  • Ability to work with minimal supervision
  • Ability to build rapport with customers via phone, email and video conferencing 

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