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Remote Opportunity - Accepting Applicants from Pacific, Mountain, Central, or Eastern Time Zones About UsWe're driven by a mission to embolden global investment without fear. Our company, committed to empowering wealth management firms, focuses on facilitating personalized client experiences while bolstering overall firm efficiency. We strongly advocate for accessible, easy-to-understand financial and investment information. Our collaborative partnerships with wealth management firms embody this vision. Our Core Values We're Nitrogen, a team defined by our commitment to growth. Embracing a dynamic, fast-paced environment, we thrive on being pioneers in technological innovation within the investment landscape. Creative problem-solving and a proactive mindset drive our work. Each team member is a pivotal player, taking ownership of their contributions and excelling in their role. At our core, we foster an environment where everyone's voice is heard and supported. We achieve this through weekly team meetings, individualized managerial support, and comprehensive feedback processes. Respect, open communication, and an engaging work atmosphere are fundamental to us. From all-staff meetings to team-building events and broader departmental retreats, we ensure every member has a voice to contribute their best work while enjoying the journey. Our culture is deeply collaborative, fully engaged, and wholly committed to delivering our best each day. We infuse growth and advancement into everything we do, from supporting our customers to fostering career development. We are an equal opportunity employer, actively encouraging applications from underrepresented groups. Our commitment to fair and intentional hiring is reflected in our comprehensive review of every application. ResponsibilitiesAs a Renewals Manager, your accountability revolves around ensuring the net revenue retention of an assigned book of business. Your key responsibilities include: Guiding customers through the Onboarding and Adoption phases, improving customer health metrics and fostering decisions to renew, expand partnerships, and provide referrals. Conducting sales calls with existing customers using a value-based sales approach and predefined call structures. Managing operational processes related to contract amendments, encompassing upsells, upgrades, renewals, and cancellations. Identifying and pursuing opportunities for account growth, including upsell leads and additional feature access for existing customers. Active participation in driving the Advisor Direct Engagement Strategy. Engaging key contacts through marketing campaigns to enhance product adoption and growth opportunities. Maintaining accurate data in Salesforce related to accounts, contacts, and user information. Employment Type: Full-Time