Renewals Advisor
Role Overview
Maximizes B2B client retention and renewal revenue for clients introduced and managed through channel partners.
Owns the renewal cycle, from partner engagement and forecasting through blocker resolution, renewal completion, and pipeline reporting.
Key Skills for This Role
Full Job Posting
Role purpose
Maximizes B2B client retention and renewal revenue for clients introduced and managed through channel partners.
Owns the renewal cycle, from partner engagement and forecasting through blocker resolution, renewal completion, and pipeline reporting.
Renewal portfolio and partner support
- Manages an assigned B2B renewal portfolio from pre-renewal engagement to completion.
- Contacts partners before licence expiry to confirm renewal intent, requirements, documentation, timelines, and payment readiness.
- Maintains a cadence for upcoming, due, and overdue accounts, prioritized by expiry, value, probability, and risk.
- Meets monthly renewal revenue, retention, conversion, and closure targets.
- Meets partners face-to-face and virtually to review pipelines, high-value accounts, at-risk clients, and upcoming expiries.
- Acts as the primary point of contact for renewal enquiries, escalations, and support.
- Provides guidance on pricing, documentation, licence requirements, business activities, visa dependencies, penalties, and policy changes.
Resolution, coordination, and growth
- Identifies and resolves blockers such as pricing concerns, documentation gaps, compliance matters, service issues, inactivity, and cancellation intent.
- Handles objections consultatively and escalates high-risk or time-sensitive cases to the Renewals Manager.
- Coordinates with Compliance, Client Servicing, Finance, Operations, and other teams to process applications accurately and efficiently.
- Supports licence amendments, visa-related requirements, establishment-card requirements, and other services affecting renewals.
- Trains partners and their employees on renewal processes, timelines, documents, portal usage, and retention practices.
- Maintains complete renewal records in Zoho and produces reports on pipeline, closed renewals, retention, cancellations, expiries, at-risk accounts, partner performance, and forecasts.
- Analyzes cancellation and non-renewal reasons and shares improvement feedback with the Renewals Manager.
- Identifies cross-sell and value-add opportunities while keeping client retention as the primary focus.
Qualifications and experience
- 2–4 years of experience in B2B renewals, account management, customer success, relationship management, or sales.
- Experience in UAE business setup, free zone, licensing, or commercial services is mandatory.
- Bachelor's degree in Business Administration, Sales, Marketing, or a related field.
- Proficiency with CRM tools; Zoho is preferred.
- Able to manage high-volume renewal portfolios and prioritize by expiry, value, risk, and likelihood to close.
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