Renewals Associate

📋 Description

• Trigger introductory e-mails at least 60 days in advance of client renewal date
• Send agreements to clients via Docusign
• Ensure timely follow-ups for all client updates
• Finalize Renewals by updating Netsuite and Salesforce

🎯 Requirements

• Highly proactive, “can-do” attitude
• Strong written and verbal communication skills
• Solid critical thinking/problem-solving skills
• Experience in successfully leveraging AI tools including Claude, ChatGPT, etc.
• Intermediate Excel skills
• Ability to successfully manage multiple priorities simultaneously

🎁 Benefits

• A fun, fast-paced work environment
• Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
• 11 paid holidays
• Community and social events to keep you connected and engaged
• Mental Health Benefits
• Medical, Dental and Vision insurance