What we do
- Maintain renewal calendar and pipeline
- Verify customer contact and current renewal state
- Run client-approved reminders and follow-up
- Coordinate quote/request and signature routing
- Keep CRM and exception/risk register current
Good fit when
- B2B SaaS companies without a dedicated renewal specialist
- Customer-success teams carrying renewal administration
- Revenue teams with renewal dates but inconsistent follow-up
What we need from you
- Renewal roster and contract dates
- Client-approved commercial rules and templates
- CRM access
- Named commercial owner for pricing, concessions and negotiation
What done means
Every active renewal has a current owner, next movement, customer state, documents and final renewal/loss disposition in the client system.
Boundary
Common questions
Do you negotiate renewals?
The base service runs the administration and follow-up. Commercial negotiation stays with the client unless separately scoped.
Can you work inside our CRM?
Yes, with authorized access and a defined update rule.
Does this replace customer success?
No. It removes routine renewal administration so customer-success and revenue owners can focus on the relationship and commercial decisions.
Start with the actual work.
Send the backlog, document set, queue or current process. We will confirm whether the straightforward scope fits before anything moves.
Ask about SaaS Renewal Desk Book a 20-minute conversation