About the role
- Develop and own the revenue retention roadmap with measurable goals for gross and net retention
- Use financial modeling to forecast retention outcomes, identify at-risk revenue segments, and optimize renewal pricing strategies
- Define and track key retention KPIs (logo retention rate, expansion revenue, contraction revenue, churn rate)
- Identify at-risk accounts and implement mitigation plans to reduce or eliminate churn
- Partner with Finance to conduct cohort, segmentation, and lifetime value analyses
- Evaluate customer health metrics against financial performance to prioritize retention interventions
- Create ROI models for retention initiatives and track actual vs projected outcomes
- Provide weekly rolling at-risk and forecasted churn reports
- Collaborate with Customer Success and Sales to improve onboarding, renewals, upsell/cross-sell, and retention programs
- Partner with Product Management to address product adoption gaps impacting renewals
- Support development of renewal pricing models, discount strategies, and multi-year agreements
- Monitor competitive pricing trends and adjust retention playbooks
- Lead a team or serve as senior individual contributor and present retention performance to executive leadership and board
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field; MBA or equivalent preferred
- 7+ years of experience in revenue retention, finance, or revenue operations, in a SaaS environment
- Strong understanding of subscription and ARR/MRR metrics, particularly within K-12 or public sector software markets
- Exceptional financial modeling skills
- Experience with business intelligence tools (e.g., Tableau, Power BI, Looker)
- Proven track record of reducing churn and increasing net revenue retention in a SaaS organization
- Excellent communication and executive presentation skills
- Experience working with K-12 districts or education agencies is highly preferred
- Remote-first philosophy
- Flexible paid time off
- Paid parental leave
- 11 Paid holidays per year
- Workplace flexibility
- Affordable health coverage (medical, dental, vision), paid 100% for employee only medical
- 401(k) employer contribution to help you plan for the future
- Company paid life insurance, STD, and LTD
- Pet insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingretention KPIschurn reductionrevenue retentionROI modelscustomer health metricspricing strategiessegmentation analysislifetime value analysissubscription metrics
Soft skills
communication skillsexecutive presentation skillscollaborationleadershipanalytical thinkingproblem-solvingstrategic planningteam managementinterpersonal skillsadaptability
Certifications
Bachelor’s degreeMBA or equivalent