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NetDocuments

Cloud-based document management for legal

Associate Renewals Specialist

Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years of prior experience working in SaaS renewals, customer success, customer support, sales, SDR/BDR, or customer service.
  • At least 3 years of prior experience with Salesforce.com or a similar customer relationship management or pipeline management tool.
  • Good numeracy skills, including intermediate or better familiarity with Microsoft Excel.
  • High attention to detail and moderate comfort working with numbers.
  • Multi-tasking and problem-solving skills, with willingness to adapt as needed in a new and growing department.
  • Good written and verbal communication skills for daily communication and presentations to customers, teammates, and the manager.
  • Comfort working autonomously while remaining an available, engaged, and supportive member of the Renewal Team and Customer Success department.

Responsibilities

  • Own a B2B renewal portfolio, maximizing subscription and software-as-a-service recurring revenues by ensuring accurate and timely renewals.
  • Meet and exceed quarterly renewal quotas.
  • Accurately forecast the renewal portfolio and explain forecasts to the manager.
  • Use Salesforce.com and other systems to build quotes, capture customer details, reprice, upsell and cross-sell, manage renewals, and generate leads.
  • Establish cyclical renewal relationships with customers.
  • Educate customers on NetDocuments products, pricing, contract terms, and other renewal-related topics to build trust.

Desired Qualifications

  • Review and interpret B2B customer SaaS software contracts.
  • A bachelor's degree in business, marketing, or a related field.

About the Company

NetDocuments

Cloud-based document management for legal

NetDocuments offers a cloud-based document and email management platform for legal and professional services. It operates as a subscription-based SaaS, providing secure storage, retrieval, and governance with features like enterprise search and real-time collaboration (ndThread, SetBuilder) integrated with Outlook and Microsoft Office. It differentiates itself by focusing on legal and professional services, delivering a single source of truth with rapid security validation and strong governance, plus tight integrations to streamline workflows. Its goal is to help customers manage information securely and efficiently, reduce admin time, and let users focus on higher-value work.

Company size
501-1,000
Company stage
Late Stage VC
Total funding
$30M
Headquarters
Lehi, UT
Founded
1999

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