Ubiquity Retirement + Savings

Customer Retention Specialist

• 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.