Client Retention Specialist Jobs

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Product Marketing Manager to join our Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention of our fastest growing, priority customer segments. You’ll work cross-functionally with product and go-to-market teams to drive product positioning, optimize the full-funnel experience, and accelerate growth. You thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Develop and execute a comprehensive product marketing and GTM strategy for data architecture, native AI workflows, and alternative asset solutions in alignment with company and platform goals Manag

Position Summary : TaylorMade Golf China is launching the Application on mobile device to start eCommerce in China. This Application Operation Manager will be one of the members to involve in this project and be responsible the full cycle of eCommerce application from go-live to daily operation. Essential Functions and Key Responsibilities: Responsible for coordinating the overall operation plan of TaylorMade Golf China App (include but not limited: internal layout and optimization, column structure and channel, product functions and UI design, etc.), and responsible for implementation and execution Responsible for the development of APP content operation rules and content planning, and the daily data of APP platform, including content, traffic, click-through rate and conversion rate, etc., to work out formation of reports and provide proposal of improvement strategies Optimize the business process and product experience to improve user activity and retention according to APP operation objectives and user feedback Responsible for the overall UI design specification of APP client, control the visual effect, interactive experience, and graphic design (startup page, guide page, function page, etc.) Promote the brand awareness of the APP platform market through online and offline operation activities, enhance customer activity and transaction stickiness, and promote the performance of the APP platform Effectively and timely communicate design requirements with internal sales team, marketing team and product team Education, Work Experience, and Professional Certifications: Bachelor degree or above in related major, fluent in business English 5 years or above working experience in da

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 users with relevant, timely, and trustworthy experiences. This senior, hands-on leader will set the 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 users reach value and build durable habits. In this role, you will: Partner with 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 response—so teams across the company can launch safely and efficiently. Partner with Product Marketing Managers and other client teams to translate audience, product, and business goals into evergreen journey stra

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Acentria team in Apex. NC . Job Summary: The Employee Benefits Account Manager is responsible for the delivery of exceptional service to our employee benefit clients. This individual will be responsible for managing the client’s policy renewals, adding new policies, implementing additional resources specific to the clients' needs, and maintaining the overall retention of the business. Essential Functions: Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverage. Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers. Partners with producer on new/renewal business strategy including the coordination of roles and the obtaining of information. Independently add new policies to fit clients' needs. Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to client in a timely manner. Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings with clients and their employees as needed. Interacts with others effectively and professionally by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency. Maintains current knowledge of industry trends, new product information, legislation, coverages and technology. Provides guidance and direction to account associates and less experienced account managers as needed. Overtime work, as needed. Other dutie

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role The CRM team at Stitch Fix is responsible for strengthening client relationships, maximizing customer lifetime value, and driving long-term retention through data-driven personalization. As a CRM Marketing Manager, you will strategically own and innovate key pillars of our CRM organization. Partnering closely with Creative, Data Science, Product, and Engineering teams, you will deliver highly personalized lifecycle programs across multiple channels to measurably reduce churn, increase reactivation, and elevate the overall customer experience. Responsibilities: Strategize and execute comprehensive, cross-channel lifecycle and transactional programs (including Email, App Push, SMS and Packaging Inserts) to drive customer engagement and loyalty. Own and optimize the end-to-end planning and development workflow for CRM marketing initiatives, ensuring rapid execution and agile adaptation based on performance data. Collaborate cross-functionally with Creative, Product, Engineering, and Customer Service stakeholders to build a seamless customer journey and elevate the role of our Stylists in our content strategy. Leverage advanced data analytics and insights to design personalized CRM programs at scale, identifying new growth opportunities and mitigation strategies for churn. Synthesize and communicate high-level performance reporting and strategic insights to leadership and stakeholders across the organization. How AI and tools show up in your day-to-day work: Leverage generative AI tools (e.g., Ch

About the Opportunity We are looking for a dedicated and proactive VIP Relationship Manager (VIP RM) to join our Poland team. As a VIP RM, you will play a key role in expanding our base of VIP clients with a focus on Poland. This role is focused on active traders, high-net-worth individuals (HNWIs), family offices, prop trading desks, and smaller corporate clients, driving our growth through partnerships and key client development in parallel to our institutional team, which, on the other hand, focuses on larger professional, enterprise and institutional clients. What You'll Be Doing Your primary goal will be to drive trading volume and maximize Assets Under Management (AUM) in the region through onboarding and retention of VIP clients. Revenue and Product Strategy Formulate a revenue strategy and optimization plan based on OKX's European product offerings Collaborate closely with the product team to gather client feedback, identify optimization opportunities, and enhance relevant product features Strategic Leadership and Partnerships Work closely with local executive leadership to contribute to the company's overall strategic direction Lead partnership efforts in Europe — identify suitable partners and execute negotiations to expand reach and revenue streams Client Management and Growth Manage relationships with HNWIs and key clients in Europe, ensuring positive customer experiences through proactive account management Build long-lasting client relationships to secure referrals and originate new prospects, working with operations to address roadblocks Compliance and Brand Advocacy Oversee legal and compliance aspects, including regulatory adherence, client KYC/AML processes, and reporting Serve as a brand ambassador, educating customers on OKX's full value proposition (trading tools to yield products), while escalating feedback to improve platform compliance and user experience What We Look For In You Core Qualifications Bachelor’s degree in Bus

Revivn is a profitable and rapidly growing company that helps enterprises manage their technology through our end of life software platform. We take electronic recycling one step further by repurposing hardware that still has remaining life and providing it to people who lack dedicated computer access and make it more affordable for people who may not be able to purchase new technology. Working with companies like Instacart, Lyft, Qualtrics, X, Gensler, and Spotify, we are changing the way companies view used technology with a new model that focuses on repurposing instead of recycling. Please note this role is based on-site at our Brooklyn Navy Yard office with Remote Wednesdays. We’re looking for an Enterprise Account Manager to manage and grow relationships with large enterprise clients. This role requires a strategic, high-touch approach to client success, with a focus on onboarding, retention, and expansion. You’ll collaborate with senior leadership to ensure that we exceed client expectations and drive long-term partnerships. What you’ll do Proactively uncover new use cases, stakeholders, and business units to expand Revivn’s footprint within each account Lead the post-sale process for enterprise clients, ensuring smooth onboarding and strategic account growth Partner with executives to drive client expansion and address complex needs Take the lead in identifying automation and operational strategies that support scalable growth Engage with clients during quarterly strategy sessions and executive reviews Focus on developing long-term, sustainable relationships with large enterprise clients What we are looking for Strong consultative selling skills with the ability to manage complex relationships at the enterprise level 3+ years of experience managing large-scale enterprise accounts in B2B sales Ability to present to and engage with C-level executives Proven track record of success in upselling and managing enterprise-level relationships Experience c

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 an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Enterprise 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: 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 Execute renewal processes with a focus on expansion and long-term partnership development 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 of experience in Customer Success, Enterprise Account Management, or technical sales role, preferably in SaaS or dev

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 an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Enterprise 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: 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 Execute renewal processes with a focus on expansion and long-term partnership development 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 of experience in Customer Success, Enterprise Account Management, or technical sales role, preferably in SaaS or dev

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 Customer Success 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: 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 Execute renewal processes with a focus on expansion and long-term partnership development 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 of experience in Customer Success, Commercial Account Management, or technical sales role, preferably in SaaS or developer tools

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 Customer Success 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: 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 Execute renewal processes with a focus on expansion and long-term partnership development 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 of experience in Customer Success, Commercial Account Management, or technical sales role, preferably in SaaS or developer tools

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 an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success 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: 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 Execute renewal processes with a focus on expansion and long-term partnership development 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: 5-7+ years of experience in Customer Success, Account Management, or technical sales role, preferably in SaaS or developer tools Excellent

Overview Role: Customer Success Manager Location: New York, NY (5 days/week in-office) Base Salary: $100,000-$130,000 Equity: Competitive Initial Equity Package + refreshers Experience: 3+ Years About Pillar Pillar is building the next-generation commodity risk management stack for the $10T physical economy. We combine real-time market data with AI-powered exposure modeling and automated trade generation to arm operators with precise protection from volatility. From instant execution to continuous monitoring, alerts, and recommendations, Pillar turns complex market risk into a fully managed, always-on hedging engine. We were founded in 2023 by the youngest macro market-maker at Barclays and a trading systems engineer at Coinbase, and have raised over $20M in capital from Andreessen Horowitz (a16z), Crucible Capital, Neo, DST Global and more. The Role Pillar's Customer Success Managers are the long-term partners to our clients. You'll own a portfolio of accounts end-to-end, driving adoption, value realization, retention, and expansion across commodity-exposed businesses that depend on Pillar to manage their price risk. This role sits at the intersection of relationship management, domain expertise, and commercial ownership. The right person can hold a credible conversation with a CFO about hedging strategy one day and troubleshoot an onboarding issue with a procurement team the next. You'll work closely with the executive team, AEs, and product to ensure clients are getting measurable value from Pillar and that Pillar is hearing clearly from the market. What You'll Own Client Relationship Management: Serve as the primary point of contact for your accounts, building trusted relationships with both day-to-day users and executive stakeholders. Take a consultative and prescriptive approach to driving outcomes, not just managing check-ins. Onboarding & Adoption: Own the post-sale experience from kickoff through full adoption. Work cross-functionally to ensure clients

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. Replit is experiencing extraordinary enterprise demand and seeking an Enterprise Account Executive with strong communication skills to drive our hyper-growth. Candidates with Enterprise SaaS experience, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. This full-cycle sales position encompasses both new client acquisition and existing customer support and retention, spanning all segments and geographies. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for driving sales and AI. You'll leverage your skills to effectively communicate Replit's value proposition: a world where anyone can create software using natural language. In this role you will: Evangelize a future where anyone can create software in natural language, ushering in a change in the nature of the firm on par with the PC era Serve as the primary point of contact for prospects and customers, guiding them through the buying journey Conduct compelling product demonstrations and help enterprises realize the art of the possible by orchestrating non-engineering hackathons Articulate Replit's value proposition and align it with customers' business objectives Collaborate with product and engineering teams to ensure technical accuracy and successful delivery Prepare tailored quotes and skillfully negotiate deals Maintain accurate customer and forecasting data in Replit’s CRM (Hubspot) Foster strong relationships with existing clients while identifying opportunities for expanded adoption Optimize customers' use of the Replit platform through ongoing collaboration and support Gather and communicate valu

Integration meets Innovation At Celigo, we believe integration should empower — not exhaust — innovation. As a modern Integration and Automation Platform (iPaaS), we’re on a mission to simplify how companies integrate, automate, and optimize processes. Powered by game-changing technology like runtime AI and prebuilt, mission-critical integrations, Celigo is redefining how businesses connect their world. We are looking for a customer-focused Account Manager to build strong, long-term relationships with our clients and help them achieve success using our products and services. The Account Manager will act as a trusted advisor, ensuring customer satisfaction, driving retention, and identifying opportunities for growth within existing accounts. What would you do if hired? Serve as the primary point of contact for assigned customer accounts Build and maintain strong, long-term client relationships Understand customer goals, challenges, and business needs Drive customer adoption, engagement, and overall satisfaction Manage renewals and proactively address retention risks Identify and develop upsell and cross-sell opportunities Coordinate with internal teams (Sales, Support, Product, Professional Services) to deliver a seamless customer experience Track account health, usage, and performance metrics Conduct regular check-ins, business reviews, and success planning with customers Resolve issues and escalate when necessary to ensure timely resolution Maintain accurate account information and activity in CRM systems Who are we looking for? Skills & Abilities Strong relationship-building skills with the ability to establish trust and credibility at all levels of a customer organization Excellent written and verbal communication skills, including the ability to explain complex concepts clearly and concisely Problem-solving skills with the ability to anticipate challenges and proactively develop solutions Negotiation and influence skills to support renewals, expansion