Affordable, full-service 401(k) plans for SMBs.
Customer Retention Manager
Location
United States
Posted
12 hours ago
Salary
$70K / year
Seniority
Senior
Job Description
Customer Retention Manager
Human Interest
• Lead retention conversations with plan sponsors, advisors, and administrators who have expressed intent to cancel, working to understand the underlying concerns and identify solutions that preserve the relationship with Human Interest while reinforcing the value of Human Interest’s platform and services. • Apply objection-handling, value re-anchoring, retention strategies and pricing levers within defined approval thresholds to secure saves and maintain profitability, managing each case from first contact through resolution. • Execute targeted outreach to customers identified as at-risk by HI's churn model, intervening before cancellation intent is formally expressed. • Identify underlying drivers of churn and collaborate with internal teams including Product, Operations, Compliance, and Support to implement process improvements and platform enhancements that strengthen the customer experience and reduce future churn. • Partner with Customer Account Managers on high-value and relationship-sensitive cases, contributing retention expertise while maintaining case ownership through resolution. • Document customer interactions, save activities, and outcomes in Salesforce to support accurate retention reporting and ongoing strategy development. • Surface recurring patterns in cancellation drivers to the relevant internal teams with structured data to inform systemic improvements. • Other duties as assigned.
Job Requirements
- 3+ years of experience in customer success, client retention, sales, or other client-facing roles within financial services, fintech, or SaaS.
- Strong working knowledge of 401(k), 403(b), or other qualified plan administration.
- Proven ability to navigate complex customer conversations and effectively address concerns in high-stakes client situations.
- Excellent verbal and written communication skills, with the ability to clearly explain complex retirement plan concepts to a wide range of audiences.
- Strong problem-solving and critical thinking skills with the ability to identify root causes of customer dissatisfaction and develop solutions.
- Experience using CRM platforms such as Salesforce and productivity tools such as Google Workspace.
- Ability to manage multiple customer situations simultaneously in a fast-paced environment.
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
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