Junior Renewals Specialist

Clio
Bogotá
Workplace: HybridFull timeFunction: Customer Success & Account Management0Education: high_schoolSkills: ["Communication","Attention to detail","Organization","Ability to manage priorities","Analytical skills"]

Manage the renewal lifecycle for an assigned client portfolio, tracking renewal dates and contacting customers with timely, accurate communication. Prepare quotes and contract updates using AI tools (including Vincent) while validating information before sharing. Keep customer and renewal data current in the CRM, handle routine customer inquiries, identify renewal risks, and escalate complex cases while supporting upsell and cross-sell opportunities with Sales, Customer Success, and Finance teams.

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FursaFursa
Clio
Clio
1 month ago

Junior Renewals Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 days agoStatus: Live

Job Summary

Manage the renewal lifecycle for an assigned client portfolio, tracking renewal dates and contacting customers with timely, accurate communication. Prepare quotes and contract updates using AI tools (including Vincent) while validating information before sharing. Keep customer and renewal data current in the CRM, handle routine customer inquiries, identify renewal risks, and escalate complex cases while supporting upsell and cross-sell opportunities with Sales, Customer Success, and Finance teams.
Location: Bogotá
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Manage the renewal cycle for an assigned client portfolio according to established processes.
  • •Monitor renewal dates and contact customers in a timely manner.
  • •Prepare quotes and contract updates using AI tools, validating information before sharing.
  • •Maintain up-to-date client and renewal information in the CRM.
  • •Handle routine customer inquiries, identify renewal/cancellation risks, and escalate complex cases; route upsell/cross-sell opportunities to the right teams.

Pay and Benefits

Perks:Telework Allowance

Key Requirements

  • •Professional degree in Business Administration, Marketing, Communications, Finance, Law, or a related field.
  • •0–2 years of experience in customer support, sales, Customer Success, renewals, or account management.
  • •Basic knowledge of CRM tools such as HubSpot, Salesforce, or similar systems.
  • •Experience or interest in using AI tools (including for daily work tasks).
  • •Native Spanish and intermediate-advanced English (B2+), with strong verbal and written communication and attention to detail.
Education:High School in Administration de Empresas, Mercadeo, Comunicaciones, Finanzas, Derecho o carreras afines
Skills:CommunicationAttention to detailOrganizationAbility to manage prioritiesAnalytical skills
Languages:SpanishEnglish
Tech Stack:HubSpotSalesforceCRMVincentAI

Company Brief

Clio
Provides cloud-based practice management, client intake, billing, and legal productivity software for law firms. Clio helps legal professionals manage cases, documents, timekeeping, and payments through an integrated SaaS platform.
Industry: LegalTech
Headquarters: Vancouver, Canada
Founded: 2008
WebsiteLinkedIn