Renewal Specialist


It’s an exciting time at Crossbeam. Over five years post-launch, we have more than 17,000 companies using our platform, raised more than $100M of venture capital from leading VC firms like Andreessen Horowitz, Redpoint, FirstMark, and Salesforce Ventures. Best of all, we’re just getting started. In a market full of uncertainty, we are fortunate to have an unwavering long-term vision and the funding to see it through at full speed.

Crossbeam is the first and largest Ecosystem-Led Growth platform, We act as an escrow service for data, allowing companies to find overlapping customers and prospects with their partners, while keeping the rest of their data private and secure. Companies use this data to sell more effectively, market to the right audiences, and build the right products. This has created an entirely new way of doing business called “Ecosystem-Led Growth” or ELG.

Join our growing account management team and help build a process built on collaboration, innovation, and customer-centricity at the forefront. As the first Renewal Specialist at Crossbeam. Work with the team, you will work closely with our Customer Success team and Account Managers, guiding the renewal process with a keen eye for opportunity and a commitment to enhancing the customer experience. Your drive, curiosity, and passion for excellence fuel your efforts as you strive to achieve best-in-class retention rates. With your intelligence and customer-centric approach, you’re dedicated to delivering exceptional value and ensuring each renewal reflects our commitment to excellence.

Responsibilities include:

  • Renewal Ownership: Lead the renewal process in collaboration with the account team to preserve and enhance our customer contracts and relationships.
  • Customer Growth & Retention: Discover and identify upsell opportunities upon contract renewal to maximize customer growth while identifying and mitigating renewal churn risk.
  • Proactive Customer Engagement: Engage with key decision-makers to identify customer requirements and uncover roadblocks to ensure on-time commitments.
  • Forecasting & Reporting: Maintain and report an accurate 90-day rolling forecast of renewals in your territory using tools like Salesforce & Clari.
  • Contract Negotiation: Negotiate and execute renewal contracts that are on time and align with customer goals. Understand the nuances of working through Crossbeam’s deal desk process
  • Process Building. Work with the Senior Sales manager to develop a playbook for renewal engagement maximizing revenue retention & customer experience.
  • Cross Collaboration: Work closely with the Customer Success, RevOps, & Account Management teams to ensure a united customer experience.
  • Customer Consultation. Act as a trusted resource for our customers by maintaining a deep understanding of the Crossbeam product and the value they deliver.

These are some of your traits:

  • You have 2+ years of Renewals, Sales Operations, Account Management or Customer Success.
  • You have experience problem solving and overcoming objections.
  • You keep the customer’s experience at the center of what you do.
  • You can balance between being operational and value-driven with strong communication skills.
  • You have a high bar for attention to detail and are highly organized.
  • You are collaborative and thrive when you take challenges and objections head-on.
  • You are passionate about business technology. The problem that Crossbeam solves — and how we are solving it — excites you. Geeking out about it will come naturally.
  • You speak your mind, and have no issue raising concerns with company leaders, but are also able to “disagree and commit” when things don’t go your way.
  • When you don’t know how to do something, you’ll admit it and make a quick assessment of whether it’s something you can figure out, if you’ll need help, and where that help should come from.
  • You just read this whole list and got more excited than concerned.

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