Client Retention Specialist Jobs

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The opportunity: The Sales team at Flexport is critical to our mission, fostering deep, lasting relationships that drive client success and accelerate global trade. As an Account Executive, you own some of Flexport's most complex and highest-opportunity client relationships in North America. Your accounts span multiple shipping modes and trade lanes — ocean, air, trucking, customs — and require genuine supply chain expertise to navigate well. You don't just manage these relationships; you shape them. You bring a strategic point of view to every client engagement, lead business reviews that drive meaningful decisions, and connect the dots across Flexport's full product suite to unlock growth. You operate with full autonomy, deliver against a high bar on revenue and retention, and are increasingly the person junior teammates turn to when they need guidance. You will: - Own end-to-end success for a portfolio of complex, multi-modal Flexport accounts in North America — including accounts with significant revenue potential and high operational intensity. - Lead RFP bids and renewals end-to-end - Serve as a true strategic partner to clients, going deep on their su

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive-Transportation to their Acentria team. Job Summary: The Account Executive plays a critical role in supporting and growing a transportation-focused book of business. Working closely with the Producer, this role leads the service strategy for renewals and new business acquisitions. The Account Executive manages the full renewal lifecycle, prepares and presents submissions, negotiates terms with carriers, and binds coverage. This position requires deep knowledge of transportation risks, strong carrier relationships, and the ability to independently place risk while ensuring excellent client service. Essential Functions: Develops retention strategy and new business acquisition meetings with producer Gathers data from client: applications, loss runs, inspections etc to submit to market Works independently of Producers on placement of risk Attends marketing and carrier meetings Monitors and updates open items checklists/timelines Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions Communicates with Producer and team regarding client Analyzes client data to determine client needs and identify potential exposures Answers underwriting questions and help negotiate pricing and products Ability to build good working relationships with Producers and team members to work as a part of a team Competencies & Qualifications: Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills Proficient in insurance agency management software (EPIC) and Microsoft products Education & Experience: Florida 2-20 Property & Casualty insurance license preferred College degree or equivalent work experience 4-5 years agency experience, with a minimum of 2 years working with transportatio

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team in Miami, FL. Job Summary: The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager initiates renewal process including preparing submission and binding coverages. Essential Functions: Develops retention strategy and new business acquisition meetings with producer Gathers data from client: applications, loss runs, inspections etc to submit to market Works independently of Producers on placement of risk Attends marketing and carrier meetings Monitors and updates open items checklists/timelines Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions Communicates with Producer and team regarding client Analyzes client data to determine client needs and identify potential exposures Answers underwriting questions and help negotiate pricing and products Ability to build good working relationships with Producers and team members to work as a part of a team Competencies & Qualifications: Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills Proficient in insurance agency management software (EPIC) and Microsoft products Education & Experience: Florida 2-20 P&C insurance license College degree or equivalent work experience 4-5 years agency experience Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modif

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team in Key West, FL. Job Summary: The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager initiates renewal process including preparing submission and binding coverages. Essential Functions: Develops retention strategy and new business acquisition meetings with producer Gathers data from client: applications, loss runs, inspections etc to submit to market Works independently of Producers on placement of risk Attends marketing and carrier meetings Monitors and updates open items checklists/timelines Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions Communicates with Producer and team regarding client Analyzes client data to determine client needs and identify potential exposures Answers underwriting questions and help negotiate pricing and products Ability to build good working relationships with Producers and team members to work as a part of a team Competencies & Qualifications: Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills Proficient in insurance agency management software (EPIC) and Microsoft products Education & Experience: Florida 2-20 P&C insurance license College degree or equivalent work experience 4-5 years agency experience Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to mo

Crypto.com is seeking a CRM Manager to lead the strategy and execution of cross-channel communications across our product verticals. Key functions will include driving platform retention, engagement, onboarding, and usage metrics, via channels including but not limited to push notifications, email, in-app etc. The CRM Manager will work closely with Marketing, Product, Creative, Legal, Compliance, and MarTech teams to deliver campaigns that are timely, compliant, and audience-right. The CRM Manager must demonstrate a deep understanding of the company's products and the customer lifecycle, identify consumer touchpoints, and develop actionable strategies to meet business objectives and customers' needs. The ideal candidate should possess strong leadership and communication skills, be highly organized and detail-oriented, embrace AI as a force multiplier, and be capable of managing multiple projects and workstreams simultaneously in a fast-moving, cross-functional environment. Responsibilities Own lifecycle CRM strategy across product verticals, driving engagement, retention, onboarding, and reactivation through targeted campaigns and personalized experiences. Design and execute end-to-end marketing automation — from segmentation and journey architecture through to delivery, measurement, and iteration — across email, push, in-app, and in-browser channels. Develop deep ownership of the CRM tech stack — including segmentation logic, channel configuration, data flows, and automation architecture — to operate effectively and surface improvement opportunities. Partner with the MarTech team to build and maintain API-based triggers, data integrations, and real-time event pipelines that power scalable, data-driven campaign delivery. Write and maintain HTML/CSS for email and in-browser templates, ensuring consistency with brand guidelines, responsive design, and cross-client rendering quality

Crypto.com is seeking a CRM Manager to lead the strategy and execution of cross-channel communications across our product verticals. Key functions will include driving platform retention, engagement, onboarding, and usage metrics, via channels including but not limited to push notifications, email, in-app etc. The CRM Manager will work closely with Marketing, Product, Creative, Legal, Compliance, and MarTech teams to deliver campaigns that are timely, compliant, and audience-right. The CRM Manager must demonstrate a deep understanding of the company's products and the customer lifecycle, identify consumer touchpoints, and develop actionable strategies to meet business objectives and customers' needs. The ideal candidate should possess strong leadership and communication skills, be highly organized and detail-oriented, embrace AI as a force multiplier, and be capable of managing multiple projects and workstreams simultaneously in a fast-moving, cross-functional environment. Responsibilities Own lifecycle CRM strategy across product verticals, driving engagement, retention, onboarding, and reactivation through targeted campaigns and personalized experiences. Design and execute end-to-end marketing automation — from segmentation and journey architecture through to delivery, measurement, and iteration — across email, push, in-app, and in-browser channels. Develop deep ownership of the CRM tech stack — including segmentation logic, channel configuration, data flows, and automation architecture — to operate effectively and surface improvement opportunities. Partner with the MarTech team to build and maintain API-based triggers, data integrations, and real-time event pipelines that power scalable, data-driven campaign delivery. Write and maintain HTML/CSS for email and in-browser templates, ensuring consistency with brand guidelines, responsive design, and cross-client rendering quality

Here’s a summary of the role: Diligent is seeking a Customer Success Manager I to join our growing Customer Success team, partnering with a portfolio of key accounts to drive product adoption, retention, and long-term customer value across our GRC platform. This is a role for someone who thrives on building strong relationships and delivering measurable impact, with a hands-on approach to customer engagement. At Diligent, our Customer Success Managers are at the heart of how our clients realise value from our platform. You’ll own a portfolio of accounts, build trusted relationships, and play a key role in shaping customer outcomes across France, Belgium, and Luxembourg. If you’re passionate about helping customers succeed, thrive on collaboration, and enjoy turning insight into action, this is your opportunity to make a measurable difference in a fast-growing global SaaS company. This role operates on a hybrid model, with 50% office-based work required. This role is open to candidates based in Netherlands. Regrettably we are unable to provide visa sponsorship, so you must be eligible to work in the location you reside. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Managing a portfolio of client accounts, acting as the main point of contact for day-to-day coordination Running regular strategic review meetings with clients to discuss usage, goals, strategy and overall satisfaction Monitoring product adoption and usage data to identify risks or growth opportunities and drive client engagement Increase overall client health and satisfaction with Diligent Proactively engaging with customers to drive success and value realisation, identifying retention risks, and developing mitigation strategies Reaching out to clients to drive engagement and ensure they’re getting value from the platform Driving renewals by maintaining strong relationships and demonstrating ROI Identifying and qualifying upsell and expansion opportuni

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary **Qualified candidates will sit in either Texas or Atlanta, Georgia area due to book of business** The NAT Accounts Senior Director of Account Management leads a team of Account Executives supporting large, complex National Accounts. This leader is responsible for customer retention, profitable growth, client satisfaction, account strategy, and effective execution across an assigned portfolio. The Senior Director partners with Sales, Client Management, Underwriting, Operations, Network, Clinical, Product, and other enterprise teams to address customer needs, manage business risks, and deliver measurable value. The role requires strong healthcare-industry knowledge, sound business judgment, executive-level communication, and the ability to lead through a complex organization. **In addition to a base salary, this opportunity is eligible for Sales Incentive Compensation + Stock options* * What you will do Lead, coach, and develop a high-performing team of Account Executives. Establish clear priorities, performance expectations, and accountability across the team. Oversee customer strategies focused on retention, growth, financial performance, member experience, and client satisfaction. Identify customer and portfolio risks early and lead the development of mitigation plans. Build

About the Team The Growth team drives user and revenue growth across ChatGPT’s consumer and business segments as well as other OpenAI products worldwide. We operate across the full funnel - from awareness and acquisition through activation, retention, and expansion - using a combination of global performance marketing, AI-powered workflows, in-product optimization, insights, experimentation, and creative ops engineering. About the Role We are hiring a Lifecycle Lead to build the company-wide owned-channel capability that helps teams reach businesses with relevant, timely, and trustworthy experiences. This senior, hands-on leader will set the small and medium business lifecycle strategy, partner with Engineering to build the orchestration and deployment platform, and establish the operating model that allows teams across the company to launch and improve evergreen programs safely at scale. You will sit at the intersection of platform, product, and campaign strategy. You will partner with Engineering, Product, Data Science, and Analytics on the underlying systems, and with Product Marketing Managers and other client teams to design journeys that help new, active, and returning businesses reach value and build durable habits. This role is based in San Francisco, Seattle, or New York City. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Partner with B2B product to set the company-wide vision, roadmap, and operating model for lifecycle and owned-channel engagement. Partner with Engineering, Product, Data Science, and Analytics to shape the tooling and infrastructure for identity, audiences, eligibility, consent, triggers, orchestration, decisioning, frequency, experimentation, localization, quality assurance, and observability. Define scalable deployment workflows—including self-service and centrally supported paths, intake, templates, approvals, governance, service levels, and incident

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Analyst, Account Management About Arcus Arcus' leading Payments Platform enables businesses to launch and scale innovative payment experiences across Latin America. As part of Mastercard's Commercial & New Payment Flows (CNPF) organization, Arcus is helping modernize how businesses and consumers move money through digital payment solutions in Mexico and across the region. Overview The Analyst, Account Management will support the growth, retention, and success of Arcus' client portfolio by providing analytical, operational, and relationship management support. Working closely with clients and internal stakeholders, this role helps drive client satisfaction, business growth, and operational excellence. In This Role You Will Support the management and growth of strategic client relationships. Build and maintain relationships with business, product, operational, and technical stakeholders. Analyze client performance, transaction trends, and key business metrics. Develop reports, dashboards, and client-facing presentations. Identify opportunities for account growth and product adoption. Coordinate with Product, Operations, Technology, Finance, and Customer Support teams to address client needs. Support onboarding, implementations, and ongoing client initiatives. Maint

As a Delivery Manager at Plative, you will own the delivery outcomes of a pod of NetSuite consultants and serve as a trusted advisor to your clients. You will report to the Director of NetSuite Delivery and are responsible for: (a) maintaining delivery excellence and customer satisfaction throughout client engagements; (b) coaching and developing a high-performing delivery team; and (c) supporting commercial success through strong project execution and presales partnership. Plative is a fast-paced, agile environment and the Delivery Manager will have a significant impact in transforming the technology landscape at our client and partner organizations. Project Oversight & Delivery Leadership: Track and manage project activity across timeline, scope, budget, risks, team capacity, and delivery quality across multiple concurrent engagements; proactively identify delivery trends and prevent issues before they escalate. Build executive credibility with client stakeholders; understand their business goals and project priorities, and help them think strategically about implementation roadmap, adoption, value realization, and future opportunities. Establish and maintain consistent project governance including status reporting, RAID logs, project plans, stakeholder alignment, and decision tracking; strengthen governance standards across your pod. Partner with Solution Architects and consultants to ensure scope, requirements, and solution direction align; anticipate misalignment early and help shape solutions that are realistic, valuable, and commercially sound. Serve as the escalation point for your team internally and for your clients externally; own escalations with urgency, structure, and professionalism, and de-escalate complex situations to restore confidence. Monitor client sentiment proactively and address concerns before they escalate; use sentiment insights to improve delivery experience, retention, and expansion potential. Handle difficult customer and internal

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Own your portfolio and drive strategic growth across global trade. The opportunity: The Sales team at Flexport is critical to our mission, fostering deep, lasting relationships that drive client success and accelerate global trade. As an Account Executive II (Farmer), you operate with independence. You own a portfolio of accounts and are the architect of their success — not just the executor of a plan. Your clients are growing in complexity: multiple trade lanes, operational nuance, and real expansion potential. You know Flexport's product suite well enough to connect client needs to solutions with confidence, and you drive revenue growth within your book without being directed. Senior leadership trusts your judgment on the accounts you own. This is where you move from learning the craft to mastering it. You will: Own the success and retention of a portfolio of Flexport clients, managing relationships independently and proactively — you identify problems before clients raise them. Lead all client communications and strategic engagements, including QBRs/MBRs, without requiring support from senior teammates for routine situations. Identify and execute cross-sell and

JOIN OUR TEAM As a (Senior) International B2B Account Manager , you will be responsible for developing our B2B sales strategy and driving growth in international markets. Your primary focus will be to acquire new clients through targeted sales initiatives. You will work closely with stakeholders across the organisation and contribute to building this exciting and fast-growing business area. This position is permanent and based in Germany (Munich or remote). WHAT YOU'LL DO Build and grow our B2B customer segment by establishing strong relationships with architects, interior designers, and project developers, and by positioning our products as a preferred choice in their client and project work Develop and grow existing accounts to reach our sales targets for the respective region Lead the full sales cycle independently, from prospecting and pitching to project close, using data and AI-supported tools to identify opportunities and optimise pipeline management Support the development of large-scale B2B projects and help establish internal processes to scale the architecture and design business Develop and implement retention and upselling initiatives for your region, while continuously monitoring and improving customer satisfaction Collaborate with senior leadership on key presentations and represent the company at professional events, conferences, and trade fairs YOU COME WITH 3+ years of working experience with a strong track record in business development and account management in the B2B furniture, home and living, or design industry Experience working in a fast-paced environment, handling multiple priorities with precision and speed The ability to structure and manage complex, cross-functional projects involving multiple stakeholders at various levels An established network within the European design community An entrepreneurial mindset and hands-on mentality to grow revenue while ensuring high customer satisfaction Excellent verbal and written communication skill

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Job Description: ABOUT THE TEAM Our Engineering team is revolutionizing how Appian resolves customer issues by building AI-powered diagnostic tools and internal platforms that dramatically reduce resolution time. We combine deep technical expertise with AI innovation to empower support engineers to identify root causes faster, ensuring our customers experience uninterrupted business-critical operations. This team operates with high autonomy and directly impacts customer satisfaction and retention across Appian's enterprise client base. THE OPPORTUNITY Appian is at an inflection point where intelligent automation meets customer success, and we need a technical leader who can architect and ship the next generation of diagnostic platforms. This role exists because our growing enterprise customer base demands faster, smarter issue resolution, and AI agents are the key to unlocking that scale. You will shape both the technical direction and the team culture while delivering tools that become essential to how Appian supports thousands of mission-critical deployments worldwide. WHAT YOU'LL DO Lead the design and delivery of a scalable AI-powered triage platform that reduces mean time to resolution by leveraging AI agents, LangChain frameworks, and intelligent diagnostics Lead the engineering team building AI-powered diagnostic tools that cut customer issue resolution time in half while scaling a platform that empowers support engineers across the globe. Architect quarterly releases of diagnostic tools on AWS infrastructure, balancing innovation velocity with pro

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking a Mid-Market Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Sales or Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Execute renewal processes with a focus on expansion and long-term partnership development Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years in a quota-carrying Sales or Account Management role managing a mid-market book in SaaS or developer tools Proven ability to expand product