Manage the full SaaS renewal process, including commercial contract negotiations, customer retention, renewal forecasting, and churn-risk mitigation. Collaborate with Sales, Account Management, Customer Success, and leadership to ensure timely renewals and customer satisfaction. Analyze usage and health metrics, engage customers proactively, identify expansion opportunities, achieve retention targets, and improve renewal processes while mentoring peers.
About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the Role
We’re seeking a self-motivated Renewals professional to manage Planful’s customer retention initiatives. This person will be responsible for creating and maintaining healthy customer relationships and will lead the commercial aspect of the renewal process.
The Renewals Manager is an integral part of Planful’s Customer team and will collaborate closely with our Account Managers, Customer Success team, and senior leadership to ensure the long-term success of Planful’s customers.
Responsibilities:
- Manage the entirety of renewals process, including negotiation and ownership of commercial contracts
- Collaborate with Sales and Customer Success to identify risks and ensure timely renewals
- Analyze usage patterns and customer health metrics to preempt churn risks
- Engage proactively with customers ahead of renewal dates to assess satisfaction, resolve issues, and identify opportunities for growth
- Maintain accurate renewal forecasts using tools like Salesforce and Clari
- Consistently exceed quarterly and annual retention goals
What you Bring to the Table
- Experience managing SaaS or enterprise-software renewals, customer relationships, or commercial negotiations.
- A track record of achieving retention, sales, or other commercial targets.
- Ability to independently manage complex negotiations and balance customer needs with business objectives.
- Strong communication, stakeholder management, and cross-functional collaboration skills.
- Sound judgment, ownership, and a proactive approach to identifying and resolving risk.
- Comfort working with CRM, forecasting tools, and customer data.
- A collaborative mindset and willingness to mentor peers and improve team processes.
- Knowledge of finance or FP&A is a plus.
Why Planful
To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
- Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
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