Personalization Strategy Lead
Concord
Cloud
Senior Customer Retention Strategist
Ubiquity Retirement + Savings
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $80,000 - $130,000 per year
Job Level
Senior
About the role
- Senior Customer Retention Strategist role at Ubiquity Retirement + Savings focusing on reducing controllable churn through proactive and reactive strategies.\n
- Collaborates cross-functionally with Sales, Customer Success, Product, and Operations.\n
- Proactive retention campaigns; post-churn analysis; establish escalation processes; maintain high satisfaction and retention for high-value customers.\n
- Build referral program and case studies; track churn metrics; provide real-time dashboards.
Requirements
- Bachelor's degree preferred (or equivalent experience).
- 7+ years of experience in account management, customer success, or retention at a SaaS or technology-driven company with proven track record of success
- Strong understanding of 401(k) plan administration, including compliance, testing, and payroll integration.
- Proven ability to manage multiple priorities and thrive in a fast-paced environment.
- Strong analytical skills, with the ability to interpret data, identify trends, and make data-driven decisions.
- Experience working cross-functionally to solve complex customer challenges.
- Exceptional communication and relationship-building skills, both internally and externally.
- High accountability for results and a proactive, problem-solving mindset.
- Familiarity with CRM tools, customer feedback systems, and churn mitigation strategies.
