Senior Customer Retention Strategist
Ubiquity Retirement + Savings
Salary
💰 $60,000 - $75,000 per year
Job Level
Mid-LevelSenior
About the role
- Engage customers. Build trust from day one with clear, consistent, and confident communication.
- Educate and train. Translate best practices into workflows, delivering training that makes teams competent and confident using Flowhub.
- Lead implementations. Scope, coordinate, and manage projects that take dispensaries live across multiple locations.
- Drive progression. Own the onboarding pipeline and keep customers moving through milestones on schedule.
- Migrate and standardize data. Ensure accurate and efficient migration from legacy systems into Flowhub.
- Audit proactively. Review accounts during implementation to catch gaps before they become issues.
- Optimize continuously. Refine onboarding processes in response to product updates, customer insights, and internal learnings.
- Close the loop. Capture and escalate field insights to Product, Support, and Engineering.
Requirements
- 3+ years of SaaS onboarding or implementation experience
- Salesforce CRM expertise
- Advanced Excel/Google Sheets skills
- Minimum 3 years in a customer-facing role (support, training, consulting, or similar)
- Strong project management, organization, and time-to-value delivery skills
- Exceptional written and verbal communication — you’re clear, concise, and direct
- Builder’s mindset: process improver, optimizer, and self-starter who thrives in ambiguity
- Familiarity with cannabis retail workflows (a plus, not required)
- Genuine passion for technology and the cannabis industry
- Must be located in the United States (excluding CA, NY, OR, WA)
