Customer Retention Manager

New

Skills

Metrics Analysis Performance management Sales strategy Salesforce

Job Overview

As a Manager of Customer Retention Solutions, you will be responsible for monitoring, assessing, and addressing the team's customer outreach using sales tools and policies. Your role involves managing the reporting system and Salesforce pipeline with management, reviewing dashboards, generating Salesforce reports, and sharing findings to drive performance. You will act as a player/coach to achieve team sales goals and monthly department targets, review renewals and contract funding, and inspire and coach a high-performing team.

The position requires a Bachelor's degree or equivalent education/experience with at least 3+ years as a Sales Representative, ideally in Financial Services or consultative sales. You should have 4+ years of people management and coaching experience, experience as an SME contributor for policies and procedures, as well as driving metric and quality performance within a 30-day cycle. You should also have experience in performance management.

Responsibilities
  • Monitor and assess team's customer outreach
  • Manage reporting system and Salesforce pipeline
  • Review dashboards, generate Salesforce reports, and share findings
  • Act as player/coach to hit team sales goals
  • Review renewals and contract funding
  • Inspire and coach a high-performing team
Requirements & Qualifications
  • Bachelor's degree or equivalent
  • 3+ years as a Sales Representative in Financial Services or consultative sales
  • 4+ years of people management and coaching experience
  • Experience as an SME contributor for policies and procedures
  • Experience driving metric and quality performance within a 30-day cycle
  • Experience in performance management

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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