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Renewal Specialist

CRISIS PREVENTION INSTITUTE INC

MILWAUKEE, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Work Authorization
Not specified

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Job overview

The Renewal Specialist - Small Business manages a high-volume portfolio of small business renewals from initial outreach through completion. The role drives timely renewal execution, builds customer relationships, identifies and mitigates renewal risks, and maintains accurate CRM and forecast data. It prepares quotes and agreements, explains renewal options and terms, resolves routine issues, and partners with cross-functional teams to support retention and a positive customer experience.

Skills & qualifications

RequiredNice to have

Skills

Customer Relationship ManagementRenewal ManagementCustomer OutreachQuote PreparationCRM Data Management

Full job description

JOB REQUIREMENTS: Our Story: Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we've helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security,corporate, and retail. At CPI, we are dedicated to changing behaviors and reducing conflict for theCare, Welfare, Safety, and Securityof everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It's a philosophy that is central to everything we do, and traces back to our beginning. As a member of the team, you can expect to: Make a difference through your work - You'll be proud to tell your family and friends about what you do. Gain significant career experience only obtained within a fast-growing organization. Feel fulfilled and have fun - We work hard but make the time to build meaningful relationships and celebrate the wins.Position Summary The Renewal Specialist - Small Business manages a highvolume portfolio of small business renewals from initial outreach through completion. This role drives timely renewal execution, builds customer relationships, identifies and mitigates renewal risks, and maintains accurate CRM and forecast data. The Renewal Specialist prepares quotes and agreements, explains renewal options and terms, resolves routine issues, and partners with crossfunctional teams to support retention and a positive customer experience. The role emphasizes consistent outreach, disciplined followthrough, strong organization, and reliable execution to achieve retention and ontime renewal targets.Essential Responsibilities Manage assigned renewals from initial outreach through completion, ensuring timely and consistent followup. Contact customers early in the renewal cycle to explain options, pricing, terms, and next steps. Identify renewal risks, resolve routine issues, and escalate exceptions or support needs when appropriate. Prepare accurate quotes, agreements, and renewal documentation in accordance with established guidelines. Maintain disciplined CRM practices, including accurate activity tracking, renewal notes, documentation, and forecast updates. Meet or exceed goals for retention, ontime renewals, productivity, customer experience, and data quality. Partner with internal teams to complete renewals and route qualified expansion opportunities to the appropriate sales owner. Follow organizational policies and make sound, financially responsible decisions aligned with approved renewal... For full info follow application link. Crisis Prevention Institute is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/D169F5A59E8E4891

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