Kapitus

Manager, Customer Retention Solutions

Kapitus

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $75,000 per year

About the role

  • Monitor, assess, and address the team’s customer approach and outreach through various sales tools, and in accordance with company policies and procedures
  • Manage reporting system and financial information pipeline in salesforce with management team
  • Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability
  • Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required
  • Contact, manage, and follow up with merchants’ requests, concerns, and needs in a timely fashion
  • Act as escalation contact for team and merchants, as appropriate
  • Maintain, grow, and build good rapport with key decision makers with client(s)
  • Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales
  • Inspire and create a motivating environment through coaching, mentoring, and enablement
  • Provide opportunities to participate in both formal and informal developmental activities
  • Collaborate with team to build short- and long-term learning plans
  • Encourage open, candid exchange of ideas, and respectful challenges to status quo
  • Work with senior leaders and department head, to set expectations for all team members and hold employees accountable for results
  • Define objectives, identify, and evaluate trends and options
  • Promptly address performance issues, working with HR as appropriate
  • Lead hiring, performance management, compensation, and evaluation of team members
  • Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs
  • Other tasks and duties, as required by management

Requirements

  • Bachelor’s degree preferred or equivalent combination of education and job experience
  • 3+ years of prior Sales Representative experience, ideally in Financial Services and/or consultative sales with demonstrable experience delivering
  • 4+ years of people management and coaching experience
  • Experience being a SME contributor for policies and procedures
  • Experience driving metric and quality performance within a 30-day cycle
  • Experience in performance management
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent organization and time management skills
  • Ability to deal with ambiguity and change
  • Ability to perform in a high intensity environment
  • Ability to compute business math
  • Proficient in Microsoft Suite, CRM
Benefits
  • Competitive Base of $75,000. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience.
  • Incentive Commission Compensation Eligibility – earned monthly
  • Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
  • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
  • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
  • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
  • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
  • Pet and car insurance discounts.
  • Financial services such as LegalShield.
  • Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
  • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
  • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
  • Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
  • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.
  • Paid Time Off and Sick Time
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Salesforceperformance managementbusiness mathconsultative salesmetric performancereport generationfinancial servicescoachingpeople managementcontract funding
Soft Skills
communication skillsorganizational skillstime managementleadershipcoachingmentoringcollaborationproblem-solvingadaptabilitymotivation
Certifications
Bachelor's degree