Process high-volume customer account renewals, prepare and validate pricing quotes, maintain accurate account data, track renewal progress, and respond to customer inquiries. The role follows structured workflows, escalates complex issues, updates systems, collaborates with teammates, supports training, and identifies process improvements while adapting to changing procedures.
Account Specialist - SmartRenew
Role Overview
The Account Specialist supports the renewal process for a high-volume portfolio of customer accounts. This role focuses on executing established workflows, maintaining accuracy in pricing and account data, and supporting timely renewal completion and ongoing account support.
This position is ideal for someone who is highly adaptable, detail-oriented, organized, and comfortable working within structured processes that frequently change due to department needs.
Key Responsibilities
Renewal Processing & Execution
Customer & Account Support
Workflow & Process Adherence
Team Collaboration
Success Metrics (What Good Looks Like)
Qualifications
Required
Preferred
Role Overview
The Account Specialist supports the renewal process for a high-volume portfolio of customer accounts. This role focuses on executing established workflows, maintaining accuracy in pricing and account data, and supporting timely renewal completion and ongoing account support.
This position is ideal for someone who is highly adaptable, detail-oriented, organized, and comfortable working within structured processes that frequently change due to department needs.
Key Responsibilities
Renewal Processing & Execution
- Process assigned renewal accounts using established workflows
- Prepare and validate pricing quotes based on defined guidelines
- Ensure accuracy of account data, pricing, and renewal details
- Track renewal progress and follow through on required steps to completion
Customer & Account Support
- Respond to customer inquiries related to renewals, addons and customer questions, using provided resources and templates. Phone and teams meetings with customers are required as needed.
- Escalate complex or non-standard issues to senior team members
- Support clear and timely communication to ensure a smooth renewal experience
Workflow & Process Adherence
- Follow standardized procedures and documentation for all renewal activities
- Identify situations that don't follow standardized procedures and adapt the processes to meet the need
- Utilize training materials and knowledge tools to complete tasks efficiently
- Maintain organized records and update systems consistently
Team Collaboration
- Partner with team members to ensure continuity and coverage across accounts
- Participate in training and onboarding activities
- Share feedback on process gaps or inefficiencies observed during daily work
Success Metrics (What Good Looks Like)
- Accuracy and completeness of renewal processing
- Timely completion of assigned accounts
- Ability to follow workflows with minimal errors
- Responsiveness to customer and internal requests
- Progression in learning systems, tools, and processes
Qualifications
Required
- Strong attention to detail and organizational skills
- Ability to follow structured processes and workflows
- Strong analytical and problem-solving skills
- Clear written and verbal communication
- Comfort working with multiple systems and tools
- Ability to work in a fast-paced environment where procedures are rapidly changing to meet program needs
Preferred
- Bachelor's Degree preferred
- 3 - 5 years of experience in customer support, sales, operations, or administrative roles
- Experience with CRM, ERP, or quoting systems
- Intermediate Microsoft Excel skills (basic formulas, data organization)
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Processes high-volume customer renewals by preparing pricing quotes, validating account data, tracking completion, responding to customer inquiries, and following structured workflows. The role escalates complex issues, maintains accurate records across multiple systems, supports team coverage and onboarding, and identifies process improvements while adapting to changing procedures.
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Information Technology • Machine Learning • Software • Conversational AI • Generative AI • Manufacturing
Processes high-volume customer renewals by preparing pricing quotes, validating account data, tracking completion, responding to customer inquiries, and following structured workflows. The role escalates complex issues, maintains accurate records across multiple systems, supports team coverage and onboarding, and identifies process improvements while adapting to changing procedures.
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