Renewals Manager

WHY THIS ROLE MATTERS

Cardiff is searching for an accomplished Renewals Manager to guide, mentor, and elevate a team of account specialists focused on nurturing active client relationships and maximizing recurring revenue.

This leadership position centers on execution, rigorous accountability, and operational precision. In this role, you will govern team metrics, advise representatives through intricate deal cycles, accelerate retention performance, and deploy scalable workflows that enhance efficiency and client satisfaction.

POSITION SUMMARY

We are seeking an experienced Renewals Manager to lead, coach, and develop a team of Renewal Account Managers responsible for managing existing customer relationships and driving repeat business.

This role is focused on leadership, accountability, and operational excellence. The Renewals Manager will oversee team performance, coach representatives through complex opportunities, drive retention and renewal results, and implement scalable processes that improve productivity and customer outcomes.

The ideal candidate is a proven leader with experience managing renewal, retention, account management, or customer success teams in a high-performance sales environment. They are highly organized, data-driven, and passionate about developing people while driving measurable business results.

WHAT SUCCESS LOOKS LIKE

The Renewals Manager serves as a critical linchpin for safeguarding and accelerating recurring revenue streams, guiding an elite team focused on portfolio stability and long-term alliance cultivation. In this position, you will guarantee that clients continuously derive exceptional value from their corporate partnership while delivering highly predictable retention metrics that support sustainable corporate growth. 

KEY RESPONSIBILITIES

Team Leadership & Coaching

• Lead and develop a team of 3–6 Renewal Account Managers and Customer Relationship Representatives.
• Conduct regular coaching sessions focused on call quality, customer engagement, sales effectiveness, and professional development.
• Provide real-time guidance on complex customer situations and renewal opportunities.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Support onboarding and training of new team members.

Pipeline & Performance Management

• Conduct regular pipeline reviews to ensure opportunity progression and forecast accuracy.
• Serve as a second voice on key opportunities to help maintain team performance and customer retention objectives.
• Monitor individual and team KPIs, identifying risks and implementing corrective action plans when necessary.
• Drive consistent execution of renewal processes and best practices.
• Ensure accurate CRM management and reporting across the team.

Operational Excellence

• Identify bottlenecks and inefficiencies within current workflows.
• Partner with leadership to develop and implement scalable systems, processes, and operational improvements.
• Analyze team performance trends and recommend strategies to improve productivity, retention, and customer satisfaction.
• Assist in creating training materials, playbooks, and process documentation.

Leadership Partnership

• Act as a strategic partner to the Renewals Director in managing team performance and execution.
• Participate in interviewing, candidate evaluations, onboarding, and performance management discussions.
• Support leadership initiatives designed to improve accountability, scalability, and overall team effectiveness.

REQUIRED QUALIFICATIONS 

• 3+ years of experience leading or managing renewal, retention, account management, customer success, or relationship management teams.
• Demonstrated success improving team performance through coaching and accountability.
• Strong experience conducting pipeline reviews and managing performance metrics.
• Excellent communication, leadership, and conflict-resolution skills.
• Ability to analyze performance data and translate insights into action.
• Experience working in CRM platforms such as Salesforce, HubSpot, or similar systems.

PREFERRED 

• Experience within merchant cash advance (MCA), business lending, fintech, financial services, or commercial finance.
• Experience building or improving operational processes at scale.
• Strong understanding of customer retention and lifecycle management strategies.
• Experience leading distributed or remote teams.

WHO YOU ARE

• You are highly organized and naturally proactive
• You thrive in fast-moving environments with evolving priorities
• You enjoy solving operational problems and improving systems
• You communicate clearly and follow through consistently
• You balance strategic thinking with a willingness to execute

THIS ROLE MAY NOT BE A FIT IF YOU:

• Prefer highly structured corporate environments
• Need extensive direction or oversight
• Dislike fast-changing priorities
• Prefer maintaining systems over building and improving them

HOW WE WORK

• High ownership and accountability
• Fast-moving, low-bureaucracy environment
• Collaborative and solutions-oriented culture
• AI-assisted workflows and continuous improvement encouraged
• Strong preference for people who improve systems, not just maintain them

BENEFITS & PERKS

• Comprehensive medical, dental, and vision coverage
• 401(k) retirement framework to ensure long-term financial security.
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
• Remote-first flexibility complemented by strategic home office infrastructure support.

TOOLS & ENVIRONMENT

Our team works in the following tools,  familiarity is a plus, not a requirement:

• Salesforce
• Google Workspace
• Slack
• Zoom

Cardiff, Inc., is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.