Renewals & Growth Representative – Accounting & Legal

• Manage an assigned portfolio of automatic and manual subscription renewals across CeriFi’s Accounting & Legal solutions, including CPL, WLEC, and CPE Network
• Re-engage customers for eligible non-subscription products, including seminars, self-study courses, live events, and webinars
• Proactively engage customers through phone, email, digital outreach, and automated sales sequences
• Own renewal and restart opportunities from initial outreach through close
• Meet or exceed established renewal, retention, and restart goals
• Build relationships with customers to understand their evolving CPE, CLE, and professional education needs
• Identify appropriate upsell and cross-sell opportunities within existing customer relationships
• Connect customers with the appropriate Account Executive or territory representative when additional sales support is required
• Partner with Account Managers and other Sales team members to support opportunities within assigned accounts
• Develop understanding of CeriFi’s Accounting, Tax, Legal, and Financial Education solutions
• Maintain accurate opportunities, customer activity, pipeline stages, and next steps in Salesforce
• Use Revenue Grid and other sales-enablement tools to manage renewal campaigns, outreach sequences, and customer follow-up
• Maintain a healthy and current pipeline to support accurate forecasting
• Respond to inbound sales inquiries, calls, emails, and leads in a timely and customer-focused manner
• Process customer orders accurately and ensure account and transaction information is complete
• Deliver a responsive, consultative experience throughout the renewal process
• Maintain current knowledge of products, pricing, promotions, schedules, and relevant customer offerings
• Partner with Sales leadership to improve renewal strategies, outreach, and sales processes
• Collaborate across Sales and other CeriFi teams to resolve customer needs and support broader company objectives
• Share customer feedback and insights to strengthen products, processes, and customer experience

• 1+ years of sales, renewals, account management, customer retention, or related customer-facing experience preferred
• Bachelor’s degree preferred or an equivalent combination of education and relevant experience
• Strong relationship-building and customer communication skills
• Confidence engaging customers by phone, email, and other digital channels
• Ability to identify customer needs and translate them into appropriate product solutions
• Goal-oriented mindset with an interest in achieving measurable renewal and revenue results
• Strong organizational skills with the ability to manage multiple customer opportunities and follow-ups
• Attention to detail and commitment to maintaining accurate CRM and pipeline information
• Experience with Salesforce or another CRM is a plus
• Ability to quickly learn new products, systems, and sales tools
• Collaborative approach and willingness to partner across teams to create the best outcome for the customer