Overview
This role manages the full renewal and billing lifecycle for subscription and support customers, ensuring timely renewals, accurate invoicing, and effective collections. The position is detail-heavy and process-driven, directly protecting recurring revenue and cash collection.
Eligibility/Location requirement: Must reside in California, Massachusetts, North Carolina, Pennsylvania, Texas, Kansas, or Georgia to apply.
Responsibilities
Run the renewal cycle
- Use Salesforce reports to identify renewals requiring action at each stage, from early renewal offers 7 months out through standard alerts, follow-ups, and final billing
- Generate renewal quotes in Xero via the Salesforce–Xero integration, verifying pricing, escalation rates, and quote details
- Meet monthly completion deadlines for each stage of the renewal cadence
Be the customer’s go-to for renewals
- Serve as the primary point of contact for renewal questions, including pricing, seat reductions, and payment terms
- Review each customer’s governing agreement before quoting or invoicing, applying contract terms where they differ from standard process
- Handle pricing objections and seat reduction requests using a structured, step-by-step response process
- Explain how renewal pricing was calculated
- Determine when to resolve issues directly versus when to escalate to the COO, and keep Sales informed through Salesforce Chatter
Own invoicing and billing
- Create and verify renewal invoices in Xero from Closed Won opportunities (products, seats, tax, addresses, and PO references)
- Apply billing-timing rules based on PO and approval status, notice periods, and billing deadlines
- Submit invoices through customer procurement portals such as Coupa, SAP Ariba, and Tungsten Network
Keep Salesforce accurate
- Maintain opportunity billing details and service contract records across new business, upsell/cross-sell, renewal, and product-change transactions
- Process mid-term and at-renewal product and seat changes so current and future contracts reconcile
- Support license key issuance workflows tied to payments and contract stages
Manage collections
- Run the weekly overdue accounts report and manage the escalating collections sequence
- Use judgment on when support holds are appropriate based on customer relationship and payment history
Requirements
- 3+ years in billing, revenue operations, deal desk, or subscription renewals (ideally in B2B SaaS or software licensing)
- Experience reading commercial agreements (license, subscription, and support contracts) to identify renewal, notice, payment, pricing, and termination terms
- Proven ability to handle pricing objections in writing, holding pricing positions without early concessions
- Working knowledge of Salesforce (Opportunities, Service Contracts, Chatter) and Xero or a similar accounting platform
- Comfort with detailed, rules-based processes, with judgment to identify items outside established rules
- Strong written communication, particularly for customer-facing pricing and renewal correspondence
- Familiarity with percentage-based price escalation, pro-rated billing, and PO reconciliation
Preferred Qualifications
- Tertiary qualification in finance or business
- Experience with procurement portals such as Coupa, SAP Ariba, or Tungsten Network
- Experience with multi-year contracts and multi-entity or multi-currency billing
- Background that balances protecting revenue with managing customer relationships
How Success Is Measured
- Every renewal stage is completed on time each month
- Renewal amounts and multi-year escalations are calculated accurately
- Sales receives timely responses when renewals become expansion opportunities
- Salesforce and Xero data stays clean, with little rework
Compensation & Benefits
Not specified in the provided job description.
Location
Must reside in California, Massachusetts, North Carolina, Pennsylvania, Texas, Kansas, or Georgia to apply. Remote work is referenced in the description.