The organization is a high-growth SaaS business generating approximately $250M in recurring revenue, with a portfolio of 30+ software applications spanning more than a dozen industry verticals. Its products are designed to support communities, associations, and businesses with tailored software solutions that address complex operational needs.
The company is in a significant phase of transformation and scale, with a strong focus on modernizing its product suite, increasing customer adoption of core platform capabilities, and strengthening long-term recurring revenue performance. Headquartered in Austin, Texas, it is investing heavily in standardization, ecosystem partnerships, and customer lifecycle optimization to support continued growth.
About the RoleThe Director of Platform Modernization & Strategic Renewals is responsible for leading the strategy and execution of customer migration, platform upgrade, and renewal programs across a core SaaS product line. This individual will drive adoption of current platform versions, increase usage of key functionality (including payments capabilities), and structure multi-year renewal and upgrade agreements that enhance retention and expand ARR.
This role operates cross-functionally across Product, Sales, Services, Finance, and partner ecosystems, with direct influence over revenue growth, customer lifecycle strategy, and platform standardization.
Key Responsibilities Upgrade & Renewal Strategy- Own the strategy and execution for migrating customers from legacy versions to current platform releases
- Design and implement structured multi-year renewal and upgrade programs (typically 3–5 year agreements) aligned to product adoption and value realization
- Align upgrade initiatives with broader retention and ARR expansion objectives
- Develop tailored upgrade and migration packages in partnership with Product, Services, and external delivery partners
- Structure incentives and bundled offerings that reduce friction and accelerate customer adoption
- Ensure commercial models are scalable, consistent, and aligned with business objectives
- Own the renewal and upgrade deal desk function for the product line
- Standardize pricing frameworks, contract structures, and upgrade incentives
- Ensure consistency, governance, and alignment across all renewal transactions
- Partner with Account Management teams to articulate the value of upgrading to current platform versions
- Support executive-level customer discussions focused on operational, financial, and technical outcomes
- Drive adoption of key platform capabilities through structured commercial and messaging strategies
- Design and implement a maintenance services offering that ensures customers remain on supported versions and receive ongoing updates
- Build predictable, recurring ARR streams tied to platform lifecycle management
- Strengthen retention through structured support and maintenance programs
- Develop and execute strategies to reduce reliance on legacy platform versions through pricing, policy, and migration incentives
- Create structured pathways to encourage timely modernization
- Support end-of-life planning and customer transition initiatives
- Manage relationships with system integrators and implementation partners
- Develop co-delivery migration frameworks and commercial incentive structures
- Establish referral programs that generate incremental pipeline and revenue growth
- Drive measurable ARR growth through structured upgrade and renewal motions
- Track migration progress, adoption metrics, and renewal performance across the installed base
- Deliver sustained improvements in retention and platform standardization
- 3–5+ years (preferably 5+) experience in SaaS Account Management, Renewals, Revenue Operations, or Strategic Sales
- Experience structuring complex, multi-year SaaS agreements and renewal programs
- Strong understanding of ARR models, pricing strategy, and contract structuring
- Demonstrated ability to work cross-functionally across Product, Finance, Services, and Sales
- Experience with system integrators or partner-led ecosystems preferred
- Strong executive communication and stakeholder management skills
- Ability to balance strategic program design with hands-on commercial execution
- Experience in fast-paced, high-growth SaaS environments
- A significant portion of the customer base is migrated to current platform versions under multi-year agreements
- Adoption of core platform capabilities materially increases across the installed base
- A scalable and standardized renewal and upgrade deal desk is fully operational
- A maintenance services offering drives predictable recurring revenue
- Legacy platform usage is materially reduced through structured migration programs
- System integrator partnerships generate measurable pipeline and revenue contribution
- ARR growth is sustained through modernization and renewal execution
