What are the responsibilities and job description for the Renewal Representative position at Tax Analysts?
The Renewal Representative is responsible for managing subscription renewals for existing customers. This role plays a critical part in maintaining long-term customer relationships, supporting revenue continuity, and ensuring continued access to authoritative tax information for a diverse, international subscriber base.
Working closely with the assigned territory Sales Representative, the Renewal Representative manages the renewal process, serves as a trusted point of contact for customers, and helps identify opportunities for expanded access to Tax Analysts’ products. The position is not quota-carrying; success is measured by renewal performance, accuracy, and collaboration with the Sales Representative.
Essential Duties and Key Responsibilities:
- Manage the renewal lifecycle for an assigned book of international subscription accounts, across all customer sizes, including law firms, corporate, accounting and government accounts.
- Proactively engage customers in advance of renewal dates to confirm continuation of service, pricing, and terms
- Serve as a knowledgeable and reliable point of contact for renewal-related inquiries
- Clearly communicate the value of Tax Analysts’ publications and research tools in support of continued subscriptions
- Work in close partnership with the territory Sales Representative to support account strategy and customer needs
- Identify potential upsell or cross-sell opportunities and coordinate with the Sales Representative for execution
- Accurately process renewals and maintain contract and communication records in NetSuite
- Ensure renewal data, customer records, and documentation are complete and up to date
- Monitor renewal timelines and flag at-risk accounts early to prevent service interruptions
- Coordinate with internal teams as needed to resolve customer issues efficiently and professionally
- Meet or exceed established renewal percentage expectations and related performance goals
Skills & Competencies:
- Customer-focused, service-oriented approach
- Strong organizational and follow-up skills
- Ability to work collaboratively with Sales and internal stakeholders
- Professional judgment in handling customer questions and renewal discussions
- Respect for confidentiality and the importance of reliable information
Performance Measures:
- Subscription renewal percentage
- Timeliness and accuracy of renewal processing
- Contribution to account stability and churn reduction
- Effective collaboration with Sales on account management
- Quality and consistency of CRM data and documentation
Compensation & Benefits:
- Competitive base salary plus performance-based bonus tied to renewal and retention outcomes
- Comprehensive benefits package
- None required but experience in subscription renewals, account management, customer success, or a related customer service type of role helpful.
- Experience working with digital subscriptions or information services strongly preferred
- Strong written and verbal communication skills, with the ability to engage professionally with an international audience
- High attention to detail and accuracy, particularly in contract and account management
- Ability to manage multiple renewal cycles and deadlines simultaneously
- Proficiency with CRM systems; experience with NetSuite highly desirable
- Health/Dental/Vision
- 401K: Immediately vested
- Tuition assistance
- Qualified employer under the Public Service Loan Forgiveness program (PFSL)
- Generous Paid Time Off
- Dog-friendly office
- Private gym onsite
- Medical, Dental, Vision Insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Employee Assistance Program (EAP)
- Life and AD&D Insurance
- Disability Insurance
- Pet Insurance
- Tuition Assistance
- Trade Publication/News Subscription Reimbursement
- Exercise Room
- Paid Holidays
- Vacation and Sick Leave
- Parental Leave
Tax Analysts is an Equal Employment Opportunity Employer.