---
title: 'Customer Renewals Manager at InvestorFlow'
canonical: 'https://feeny.ai/job/customer-renewals-manager-investorflow-clark-gb0jpzdb91e8'
type: 'job'
last_seen: '2026-09-07'
---

# Customer Renewals Manager at InvestorFlow

- **Company:** InvestorFlow
- **Location:** Clark, NJ
- **Compensation:** $140k–$160k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-06-25
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.lever.co/investorflow/3c71e4a3-25ee-452b-ad1c-85e52fc6d120

## Job description

InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactions with increased productivity and transparency.

We are looking for a Renewals Specialist to own and optimize the end-to-end renewal process for InvestorFlow's client base. This is a high-impact role within our Revenue Operations function, sitting at the intersection of Sales, Finance, and Customer Success. You will be responsible for ensuring renewals close on time, at the right terms, and with minimal revenue leakage — while delivering a smooth, professional experience for our clients. The ideal candidate is process-oriented and data-driven, comfortable working cross-functionally, and confident engaging directly with clients when needed to drive renewal outcomes.

You Will:

- Own the full renewal lifecycle: manage a portfolio of upcoming renewals from early-stage planning through contract execution, ensuring on-time renewal rates and minimizing churn risk.
- Drive renewal pipeline management: maintain a rolling forecast of renewals, track status and health indicators, and proactively flag at-risk accounts to Sales and Customer Success leadership.
- Collaborate cross-functionally with Sales, Finance, and Legal to coordinate pricing, contract terms, and approval workflows for each renewal.
- Engage clients directly as needed to communicate renewal timelines, address questions, and facilitate smooth execution of renewal agreements.
- Prepare renewal quotes, proposals and order forms/ amendments, and handle renewal contract negotiations with clients.
- Identify opportunities for upsell or expansion in tandem with the Sales team during the renewal process.
- Partner with Finance to ensure accurate billing, invoicing, and revenue recognition on renewed contracts in alignment with company policies.
- Build and maintain scalable renewal processes, playbooks, and automation in our CRM (Salesforce) to improve efficiency as the business grows.
- Produce regular reporting and analytics on renewal performance, win/loss rates, ARR retention, and key renewal metrics for leadership review.
- Continuously improve the renewal experience by gathering client feedback and working with internal stakeholders to remove friction from the process.

You Have:

Required

- 8-10 years of experience in B2B SaaS company, out of which 5+ years in Revenue Operations, Sales Operations, Renewals Management, or a similar role at a B2B SaaS company or relevant market experience.
- Deep understanding of SaaS pricing models, subscription lifecycle management and contracting processes
- Proven track record of owning a renewal book of business and meeting or exceeding renewal rate targets.
- Strong proficiency with Salesforce CRM; experience building reports, managing opportunity pipelines, and maintaining data hygiene.
- Highly organized with excellent attention to detail — you can juggle a large portfolio of accounts and deadlines without things falling through the cracks.
- Effective communicator who can work confidently with external clients in a professional, client-facing context and with internal stakeholders.
- Analytical mindset with the ability to build and maintain renewal forecasts, dashboards, and performance reports.

## Nice to Have

- Experience in fintech, wealthtech, or the alternative investment/financial services industry.
- Familiarity contract management software (e.g., Ironclad, DocuSign), or billing platforms.
- Exposure to AI-driven SaaS products and an understanding of how AI features affect customer value and retention conversations.
- Experience working in a high-growth, Series B or later startup environment.

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in San Francisco, California. To learn more, please visit www.investorflow.com

## About InvestorFlow

## Company Overview
- **One-liner**: InvestorFlow provides an AI-powered CRM and investor portal platform for private markets firms, enabling capital formation, deal execution, and investor services.
- **Entity Type**: Private (Series A funded)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2015
- **Founders**: Todd Glasson (CEO)

## Core Business
- **Primary industry/industries**: Fintech – Alternative Asset Management Software
- **Target customers**: B2B – private equity, private credit, real assets, venture capital, and other alternative asset managers
- **Mission or purpose statement**: “Turning relationships into capital, investment opportunities, and partnerships” ([linkedin.com](https://linkedin.com/company/investorflow))

## Products & Services
- **Capital Formation**: Fundraising platform that helps identify the right LPs, track commitments, and close funds faster using AI insights and digital experiences.
- **Capital Deployment**: Deal sourcing and execution tool that auto-generates target lists, surfaces proprietary data from meetings and emails, and advances deals through workflows.
- **Investor Services**: Personalized investor engagement, streamlined reporting, and centralized LP relationship management.
- **Platform Foundation**: Built on Salesforce, powered by OpenAI, and hosted on Microsoft Azure, with enterprise-grade security and compliance.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Annual revenue of $7.4M (estimated) and total funding of $30M (Series A, April 2022, led by Ambina Partners) ([linkedin.com](https://linkedin.com/company/investorflow))
- **Notable Investors/Partners**: Ambina Partners (lead investor); strategic partners include Salesforce, Microsoft Azure, OpenAI, DocuSign, Seismic
- **Growth Signals**: Trusted by more than 200 top private markets firms; over $3.5 trillion in assets on the platform; headcount of 141 employees (+4.6% YoY); acquired Cloud Theory (2022) and Coyote Software (2024)

## Competitive Advantages
- **AI-native workflows**: AI is embedded across capital formation, deal sourcing, and investor services, delivering actionable insights and automation.
- **Salesforce-native**: Deep integration with Salesforce provides a unified front-office platform that is configurable and scalable.
- **Private-markets focus**: Dedicated exclusively to the alternative assets industry, unlike general-purpose CRMs.
- **End-to-end suite**: One platform covers fundraising, deal execution, and investor relations, reducing the need for multiple point solutions.

## Strategic Focus
- Expanding AI capabilities to further automate relationship intelligence and next-best-action recommendations.
- Growing global presence, particularly in EMEA (offices in London, Santo Domingo, and remote teams).
- Scaling the platform through strategic acquisitions and deepening integrations with leading enterprise tools.

## Why Work Here
- **Culture**: Innovation-driven environment focused on transforming a traditionally manual industry with technology. Emphasis on delivering value to top-tier financial firms.
- **Work policy**: Hybrid model dominates (49% hybrid, 32% onsite, 19% remote per recent job listings) ([jobera.com](https://jobera.com/employer/investorflow/))
- **Open roles**: 25 open positions as of August 2026, including Lead Data Engineer, Senior Consultant (AI), Site Reliability Engineer, and various product and engineering roles.
- **Perks/Engineering culture**: Exposure to cutting-edge AI (OpenAI, data engineering), opportunities to work with Salesforce, and a flat organizational structure with direct impact on product direction.

## Sources
1. [investorflow.com](https://www.investorflow.com/)
2. [jobera.com](https://jobera.com/employer/investorflow/)
3. [linkedin.com](https://linkedin.com/company/investorflow)
4. [appexchange.salesforce.com](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtTHLUA3)
5. [people.equilar.com](https://people.equilar.com/bio/org/investorflow/9981997)

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