InvestorFlow

Customer Renewals Manager

Clark, NJ

Sponsorship not specified$140k-$160kDetected 27 days ago

SalesforceCRMSalesPipeline ManagementContract ManagementCustomer SuccessLeadershipOrganizational Skills

About the role

This is a high-impact role within our Revenue Operations function, sitting at the intersection of Sales, Finance, and Customer Success.
You will be responsible for ensuring renewals close on time, at the right terms, and with minimal revenue leakage - while delivering a smooth, professional experience for our clients.

InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction.
manage a portfolio of upcoming renewals from early-stage planning through contract execution, ensuring on-time renewal rates and minimizing churn risk.
Collaborate cross-functionally with Sales, Finance, and Legal to coordinate pricing, contract terms, and approval workflows for each renewal.
Partner with Finance to ensure accurate billing, invoicing, and revenue recognition on renewed contracts in alignment with company policies.
Build and maintain scalable renewal processes, playbooks, and automation in our CRM (Salesforce) to improve efficiency as the business grows.

8-10 years of experience in B2B SaaS company, out of which 5+ years in Revenue Operations, Sales Operations, Renewals Management, or a similar role at a B2B SaaS company or relevant market experience.
Proven track record of owning a renewal book of business and meeting or exceeding renewal rate targets.
Strong proficiency with Salesforce CRM
Highly organized with excellent attention to detail - you can juggle a large portfolio of accounts and deadlines without things falling through the cracks.

Experience in fintech, wealthtech, or the alternative investment/financial services industry.
Familiarity contract management software (e.g., Ironclad, DocuSign), or billing platforms.
Exposure to AI-driven SaaS products and an understanding of how AI features affect customer value and retention conversations.
Experience working in a high-growth, Series B or later startup environment.
InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform.
InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform.
InvestorFlow is a privately held company based in San Francisco, California.
To learn more, please visit www.investorflow.com

We are looking for a Renewals Specialist to own and optimize the end-to-end renewal process for InvestorFlow's client base.

This listing is sourced directly from InvestorFlow's careers page and normalized into a canonical job model.