About the Role
Are you a natural leader who thrives on turning challenges into opportunities? As our Client Retention Manager, you'll be at the heart of what keeps our business growing — our clients. You'll lead the strategic vision and day-to-day excellence of our Client Retention department, building and empowering a team that's passionate about reducing churn and delivering an outstanding client experience.
This isn't just about putting out fires (though you'll be the go-to for the toughest escalations). It's about leading with empathy, digging into the data, optimizing processes, and creating a high-performance culture where your team — and our clients — can thrive. You'll partner closely with the Director of Client Support to ensure retention strategies are fully aligned with company goals, and you'll have the autonomy to make a real impact.
Responsibilities
Drive data-informed strategy by analyzing department-wide Salesforce data and KPIs to uncover trends, forecast retention rates, and deliver actionable insights to leadership.
Build the playbook — develop and continuously refine processes, de-escalation protocols, and financial negotiation guidelines that keep the team consistent and operations running smoothly.
Tackle the tough cases by problem-solving complex customer situations, including hardship cases, payment arrangements, and enrollment agreement disputes.
Break down silos by collaborating with Sales, Resolution, and Client Support to share feedback and address the root causes of client dissatisfaction.
Champion innovation by overseeing the rollout of new tools and technologies that streamline the retention process.
Grow your team through regular performance reviews and development initiatives that fuel positive growth within the department.
Be a client advocate — lead with empathy and serve as an additional escalation point and proactively conduct check-ins to get ahead of potential issues before they escalate.
Maintain standards by ensuring all team members stay compliant with company and departmental policies and procedures.
Be a proactive problem-solver — identify recurring client pain points and breakdowns by analyzing patterns and trends, and collaborate cross-functionally with the appropriate teams to communicate findings and develop solutions collectively.
Stay ready to pitch in — take on additional responsibilities and contribute to special initiatives as they arise.
Key Skills & Proficiencies
Strong analytical and problem-solving mindset with the ability to identify recurring client challenges, communicate findings effectively, and collaborate with cross-functional teams to develop and implement solutions.
Excellent time management and the ability to juggle multiple priorities without missing a beat
Exceptional strategic thinking and conflict resolution skills, especially when the pressure is on
High emotional intelligence — you can read a room, adapt your communication style on the fly, and build trust quickly
Comfortable working independently and collaboratively within a team
Strong sense of accountability — both for yourself and in holding others to clear expectations
Outstanding written and verbal communication skills
A professional, positive attitude
Flexibility and adaptability when plans shift
Sharp prioritization instincts with the good judgment to delegate when appropriate
Keen attention to detail with a results-driven mindset
Proficiency with Excel, Google Sheets, G-Suite, and NetSuite
Education & Experience
6 months to 1 year of hands-on experience with Salesforce (or another CRM), with the initiative to identify and champion ways to better leverage the platform for the team
3-5 years of professional communications experience in an office setting, including polished written and verbal correspondence with strong grammar, spelling, and sentence construction
3-5 years of experience in a customer success, retention, or dispute-related role
1–2 years of leadership or management experience, ideally in a similar role
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