Finance & Renewals Associate (Hybrid)

Finance & Renewals Associate

We are seeking a detail-oriented and customer-focused Finance & Renewals Associate to support our subscription billing, renewal operations, and customer engagement processes. In this role, you will manage end-to-end contract renewals, ensure accurate billing, and collaborate with cross-functional teams to drive customer retention and financial accuracy. This position is ideal for someone who thrives in a fast-paced environment and enjoys both analytical and customer-facing work. This is a hybrid role located in San Jose, CA.

What You'll Do

• Accounts Payable and Receivable Management : Handling day-to-day operations of accounts payable and receivable, including processing invoices, monitoring payments, and managing collections.
• Managing Renewals Pipeline : Tracking existing maintenance or service contracts, forecasting upcoming renewals, and ensuring a seamless renewal process.
• Customer Engagement : Interacting with customers via phone and email to discuss contract terms, address objections, and maintain strong relationships to drive loyalty and retention.
• Data Analysis and Reporting : Utilizing data to identify renewal risks, generate reports, and use CRM platforms (like Salesforce) to ensure accurate sales forecasting and workflow streamlining.
• Process Improvement : Identifying opportunities to streamline financial and renewal processes, assisting in the development and implementation of new policies and procedures, and contributing to efficiency initiatives.

Who You Are

Our Benefits & Perks

We can only accept US-based applicants at this time.