Renewals & Growth Representative – Accounting & Legal

Description

The Opportunity

CeriFi is looking for a Renewals & Growth Representative (SAR) to help retain and grow our Accounting & Legal customer base.

In this role, you’ll manage an assigned portfolio of customer renewals and restarts across CeriFi’s Continuing Professional Education (CPE) and Continuing Legal Education (CLE) solutions. You’ll proactively connect with customers, understand their ongoing education needs, secure renewals, and identify opportunities to expand their relationship with CeriFi.

This is a great opportunity for someone who enjoys building customer relationships, working toward measurable sales goals, and helping professionals find the learning solutions they need to stay current and advance their careers.

What You'll Own

Renewals & Customer Retention

• •Manage an assigned portfolio of automatic and manual subscription renewals across CeriFi’s Accounting & Legal solutions, including CPL, WLEC, and CPE Network.
• •Re-engage customers for eligible non-subscription products, including seminars, self-study courses, live events, and webinars.
• •Proactively engage customers through phone, email, digital outreach, and automated sales sequences.
• •Own renewal and restart opportunities from initial outreach through close.
• •Meet or exceed established renewal, retention, and restart goals.

Account Growth

• •Build relationships with customers to understand their evolving CPE, CLE, and professional education needs.
• •Identify appropriate upsell and cross-sell opportunities within existing customer relationships.
• •Connect customers with the appropriate Account Executive or territory representative when opportunities require additional sales support.
• •Partner with Account Managers and other Sales team members to support opportunities within assigned accounts.
• •Develop a strong understanding of CeriFi’s Accounting, Tax, Legal, and Financial Education solutions and how they address customer needs.

Pipeline & Sales Execution

• •Maintain accurate opportunities, customer activity, pipeline stages, and next steps in Salesforce.
• •Use Revenue Grid and other sales-enablement tools to manage renewal campaigns, outreach sequences, and customer follow-up.
• •Maintain a healthy and current pipeline to support accurate forecasting.
• •Respond to inbound sales inquiries, calls, emails, and leads in a timely and customer-focused manner.
• •Process customer orders accurately and ensure account and transaction information is complete.

Customer & Team Partnership

• •Deliver a responsive, consultative experience throughout the renewal process.
• •Maintain current knowledge of products, pricing, promotions, schedules, and relevant customer offerings.
• •Partner with Sales leadership to identify opportunities to improve renewal strategies, outreach, and sales processes.
• •Collaborate across Sales and other CeriFi teams to resolve customer needs and support broader company objectives.
• •Share customer feedback and insights that can help strengthen our products, processes, and customer experience.

Requirements

What You’ll Bring

• •1+ years of sales, renewals, account management, customer retention, or related customer-facing experience preferred.
• •Bachelor’s degree preferred or an equivalent combination of education and relevant experience.
• •Strong relationship-building and customer communication skills.
• •Confidence engaging customers by phone, email, and other digital channels.
• •Ability to identify customer needs and translate them into appropriate product solutions.
• •Goal-oriented mindset with an interest in achieving measurable renewal and revenue results.
• •Strong organizational skills with the ability to manage multiple customer opportunities and follow-ups.
• •Attention to detail and commitment to maintaining accurate CRM and pipeline information.
• •Experience with Salesforce or another CRM is a plus.
• •Ability to quickly learn new products, systems, and sales tools.
• •Collaborative approach and willingness to partner across teams to create the best outcome for the customer.