Client Retention Specialist Jobs

About the role MongoDB is looking for an experienced and results-oriented people leader to help grow our Customer Success program in Seoul, South Korea. You will play a key role in the growth and success of MongoDB, our customers and CS team members. Your team will be working directly with our customers, and you’ll help develop an outstanding program in one of its most exciting phases. You will recruit and provide the coaching, mentoring and development that will enable both our high-touch and tech-touch Customer Success teams to positively impact customers, develop skills, and grow their careers over time. In addition to recruiting, retaining, and developing talent, you will also be responsible for crafting and executing initiatives to increase our customer retention and happiness, identify expansion opportunities, and promote customer adoption of MongoDB. We are looking to speak to candidates who are based in Seoul for our hybrid working model. We’re looking for someone with 10+ years in Customer Success, Account Management, Client Services, or similar customer-facing roles in complex technical environments, plus 3+ years in a managerial or team lead capacity supporting large enterprises Previous hands-on experience with MongoDB or other database technologies in areas such as solution implementation, technical account management, or enterprise architecture is highly preferred Passion for and experience in hiring, developing and managing a team of individual contributors. Your team and their success are your top priority A proven track record and experience with fast-growing teams, using data to drive initiatives and guide your decision making processes A mind for technology. We’ll teach you all about MongoDB and databases, but our users and products are inherently technical. You should be too Experience or aptitude for learning enterprise infrastructure technologies; exposure to MongoDB or NoSQL databases is a plus High organization in your workflows. To lead and

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: As a Home Loan Member Advocate III working in a mortgage environment, you will perform multiple duties while in this role which include Retention, Loan Restructure, and Customer Service efforts. You will utilize your customer service and sales skills to make outbound calls to existing SoFi Members and provide the customer with an appropriate resolution/offer that will retain their business. You will also utilize your customer service, product knowledge and sales skills to work with loan files that need to be restructured to meet agency guidelines and to make outbound calls to borrowers to review any needed changes. What you’ll do: Retention: Identify sales opportunities while servicing customers in order to retain business Work with management to create, optimize, and evolve retention strategies to keep clients in the future Work closely with secondary markets to ensure minimum company profitability margins are still met while retaining existing borrowers Identify areas of customer improvement Evaluate the customer service experience Develop an understanding of what is needed to create a great client experience Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service Evaluate program results and optimize as needed with managem

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem---homebuyers and sellers, lenders, title and escrow agents, and real estate agents---onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON We seek a Growth Manager to join our team as we continue to serve as a key partner in developing the expansion and retention strategies for the SMB companies in our current install base. You will have the opportunity to work closely with various teams throughout the company and develop partnerships with important players in the real estate space. Qualia will be a key participant in enabling the next generation of real estate companies to thrive. You will be responsible for identifying growth opportunities, renewing annual contracts, driving revenue growth for your accounts, and adoption of Qualia's suite of digital real estate products. RESPONSIBILITIES Drive revenue growth by managing the entire renewal process and identifying upsell opportunities within existing customer accounts Achieve monthly revenue targets for renewals and upsell / cross-sell Proactively identify at-risk accounts and implement strategies to mitigate churn, including providing tailored product solutions and offering exceptional customer support Work on highly visible projects that will require you to collaborate (both internally and externally) with multiple teams to execute successfully Understand Qualia’s suite of digital real estate products and leverage that knowledge to benefit our customers Prepare go-to-market strategies for SMB Accounts Develop & execute continuous, client-based communica

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions. Are you a relationship builder who thrives on solving complex problems and turning clients into long-term partners? As a Customer Success Manager at Entrata, you’ll serve as a trusted advisor, advocating for our customers while helping them unlock maximum value from our platform. The Customer Success Manager is responsible for managing a diverse portfolio of clients and ensuring their continued success and growth on the Entrata platform. This role requires strong expertise in customer relationship management, problem-solving, and cross-functional collaboration. The individual in this position works independently to address complex client needs, provides strategic recommendations, and plays a key role in driving customer retention and product adoption. This role contributes to the improvement of internal processes and best practices to enhance the overall customer experience. *For local Utah candidates, this position operates on a hybrid schedule with three days in our Lehi office (Tuesday through Thursday). Responsibilities Own and m

InvGate is a fast growing SaaS company that develops products for IT management and service automation, used by clients in over 50 countries in industries such as banking, e-commerce, education and technology. To support our continuous growth we are looking for a Customer Success Representative to join our team. As a Customer Success Representative , you will play a pivotal role in ensuring our clients achieve success with our solutions. You will be responsible for building strong relationships with different stakeholders within your customers, driving product adoption, and ensuring long-term retention. By acting as a trusted advisor, you will help clients maximize the value they get from our solutions. We are looking for a person with technical knowledge, energy, empathy, client orientation, versatility, and operational experience to execute our Customer Success plans. This position will work closely with the product, implementation, support, and sales department. Key Responsibilities: Serve as the primary point of contact for assigned customers, ensuring their needs are met effectively. Drive customer engagement by providing training and ongoing support. Develop and execute success plans to ensure customers achieve their desired outcomes. Proactively identify risks and collaborate with internal teams to resolve issues. Monitor key customer health metrics to drive retention and growth. Advocate for customers by gathering feedback and collaborating with product teams to enhance our solutions. Maintain accurate records in HubSpot and ensure seamless communication across departments. Set follow-up meetings to check customers' satisfaction and needs. Qualifications Previous experience in Customer Success, software implementation, or Account Management, either technical and/or commercial. Strong communication, problem-solving, and relationship-building skills. Ability to analyze customer data and translate insights into actionable strategi

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 Director - Loyalty Customer Success Lead - Eastern Europe Role Summary Mastercard’s Loyalty Solutions team is seeking a Director, Program Management (EEMEA) to lead post sale customer success delivery for a regional portfolio of issuers, merchants, and partners in the Eastern European Division. This role is accountable for helping customers realize measurable business outcomes through our loyalty, rewards, and customer engagement solutions—driving platform adoption, customer value, and long term growth. The Director will lead a team across the region supporting Rewards, Offers, and program operations and implementations, ensuring strong delivery quality and operational excellence across markets with varying levels of loyalty maturity. The role will partner closely with Sales, Product, and Delivery to influence key commercial and customer KPIs—including renewals, retention, ARR expansion, and NPS—and will build senior client relationships to maintain momentum, mitigate risk, and identify new value for customers and Mastercard. Success in this role requires deep expertise in digital marketing, loyalty best practices, and complex program management. Candidates with superior communication and collaboration skills are a must, as is the ability to align resources and solve complex problems in a matrixed environme

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Virtual Premier Banker within PNC's Wealth Management organization, you will be based in Charlotte, NC. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with existing clients. Proactively generate and manage leads and hold client appointments virtually. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank pr

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 : Sales Executives are professionals who help us build our Aetna’s Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small & midsize business segment (employer groups with 2-200 enrolled employees). Their goal is to understand and meet customer needs using Aetna’s and CVS’ combined products and services. This position is eligible to participate in our sales incentive compensation program. Candidates need to live in California to be considered. Fundamental Components: Builds strategic partnerships with assigned producers and customers to achieve profitable growth and cross sell/standalone objectives for assigned business or customer segments, products, and assigned geographies. Strong understanding of customer needs and expectations across multiple market segments. Moderate influence on the sale and retention of business. Oversees targeted business prospects to develop new opportunities and cross sell business to ensure profitable customers and help grow the business through consultative consulting, issue resolution, and superior service. Manages and builds producer relations as needed depending on book of business or market segment(s) being supported. Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines, illu

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 : Sales Executives are professionals who help us build our Small & Mid Sized Group market business via the broker distribution channels for Medical and Ancillary products. Their goal is to understand and meet customer needs using Aetna’s and CVS’ combined products and services. This position is eligible to participate in our sales incentive compensation program. Fundamental Components: Builds strategic partnerships with assigned producers and customers to achieve profitable growth and cross sell objectives for assigned business or customer segments, products, and assigned geographies. Strong understanding of customer needs and expectations across multiple market segments. Moderate influence on the sale and retention of business. Oversees targeted business prospects to develop new opportunities and cross sell business to ensure profitable customers and help grow the business through consultative consulting, issue resolution, and superior service. Manages and builds producer relations as needed depending on book of business or market segment(s) being supported. Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines

Our Global Structure Deliveroo is now part of DoorDash, bringing together teams with even greater reach, scale, and ambition. Depending on your role, you may collaborate with teammates, systems, and leaders across DoorDash and Wolt. Together, we’re unlocking new possibilities as one global team. Corporate Account Manager Join us in our mission to transform the way people shop and eat, where impact, innovation, and growth drives everything we do. Our Commercial team sits at the centre of Deliveroo’s marketplace—shaping how we serve restaurants, grocers, and new verticals worldwide. From negotiating key partnerships to unlocking new revenue streams and crafting data-led growth strategies, we take on big challenges that move the business forward. If you thrive in fast-paced, commercial environments and want to influence the future of a global brand—this is the team for you. We’re looking for a Corporate Account Manager to join our London team. This is a hybrid role. In this role, you’ll help us develop and grow a portfolio of key corporate accounts, using data-driven insights to solve workplace problems, retain revenue, and accelerate market expansion. Get to know our Commercial team — what drives us, how we work, and what you can expect. https://careers.deliveroo.co.uk/the-commercial-team/ What You’ll Be Doing You’ll be joining the Deliveroo for Work (DfW) team. We are the dedicated B2B arm of Deliveroo, helping businesses—from tech startups to global law firms—manage their corporate catering, late-night team meals, and employee food perks through a centralized platform. Here’s what your day-to-day might look like: Portfolio Management: Nurture high-value corporate accounts across the UK, building deep relationships with decision-makers while tracking key usage metrics to identify trends, mitigate risks, and maximize revenue retention. Strategic Value Creation: Translate commercial data and client behavior insights into tailored account expansion strategies, uncoverin

Our work informs teams at every level of Asana and drives key roadmap decisions. We partner with Product Design, Product Management, Data Science, and Engineering, as well as business and marketing teams, to develop valuable insights about customer behaviors and attitudes, translating them into actionable recommendations. We think deeply about new areas, help develop and test concepts, and improve products and services once they’ve rolled out. As a Senior Experience Researcher, you will be a strategic partner who not only executes high-impact research but also shapes the research culture to elevate our collective craft. This role is based in our Vancouver office. Day to day collaboration is split roughly 50/50 between Vancouver teammates and San Francisco teammates. Locally, you will work closely with our PLG Adoption teams, specifically partnering with the AI Activations (AIA) and Conversion and Retention (CoRe) teams. Key local partners include Product Managers, Designers, and Engineering leads. We operate with an office-centric hybrid schedule. In-office days are Monday, Tuesday and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you interview for this role, your recruiter will share more about in-office requirements. In this role, you will help shape and scale Asana’s Product-Led Growth (PLG) self-serve business. We recently launched several major new products—including AI Teammates, a Meetings product, and Asana for Client Management (ACM). We are also preparing two more major product lines for launch, which will unlock entirely new workflows and use cases for our customers. Historically, our growth relied on selling more seats or moving customers to higher tiers. Now, we have multiple new growth vectors, from AI credit consumption to these brand new product offerings. You will play a pivotal role in uncovering how to introduce u

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. The Role You’ll Play At Playlist, we believe the journey doesn’t end after onboarding, it’s where real growth begins. As an SMB Account Executive, you’ll work with our existing customer portfolio to unlock even greater potential. Through consultative conversations and creative upsell strategies, you’ll help wellness businesses scale their impact, deepen their client relationships, and thrive with the power of Mindbody’s solutions. Here’s how you’ll make an impact: Proactively partner with current customers to understand their evolving needs and identify opportunities to elevate their success with additional tools and features. Initiate and maintain outreach through personalized introduction (cold calls),introduction emails, follow-ups and demos, always meeting customers where they are. Deliver compelling solution-based consultations that drive upgrades and adoption of marketing and retention products. Own your pipeline in Salesforce, strategically managing opportunities, forecasting revenue, and meeting or exceeding monthly goals. Stay sharp on product updates, new features, partner offerings, and industry trends to bring fresh insights to every con

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 At Stitch Fix, we are at the forefront of innovation, creating cutting-edge solutions that blend fashion, technology, and data science. Our data science team combines machine learning with expert human judgment to generate innovative recommendations and insights that transform the way our clients discover what they love. We believe in a curiosity-driven data science culture where members are empowered to deliver impact through end-to-end model development. The diversity of the problems we work on and the data-rich environment of our business make it possible and essential to bring the tools of multiple disciplines to bear on our hardest problems. We are looking for an experienced team manager for Growth Algorithms to lead a talented group of data scientists responsible for optimizing client acquisition, retention, and reactivation. The team works across the client lifecycle—from paid media and onboarding to site experiences, CRM, incentives, and reactivation—using experimentation, predictive modeling, and personalized recommendations to help clients discover value and build lasting relationships with Stitch Fix. This is a highly cross-functional leadership role. This leader will bring a compelling data science vision that gives the team focus and inspires partners, while building trusted relationships across Product, Marketing, Engineering, Finance, Design, Enterprise Analytics, and other Algorithms teams. This leader will emphasize technical excellence while influencing business strategy, im

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 Omnicare is a leading provider of pharmacy services to long-term care facilities nationwide, supporting skilled nursing facilities, assisted living communities, and other institutional care settings. As we transition to an independent, standalone organization, we are building and strengthening internal capabilities to support our approximately 6,000 colleagues and multi-state operations. This role serves as the primary customer contact, maintaining regular communication by phone, email, or in-person, in order to provide support and resolve issues. This person advocates for both the customer and pharmacy as appropriate, helping drive high customer satisfaction and retention. General Responsibilities Build strong client relationships by consistently delivering client interactions that develop trust and show value. Attend client meetings as needed within LTC ( long-term care ) facilities. Develop cadence of regular, proactive client meetings to establish strong connectivity with key stakeholders; deliver quarterly Executive Reviews to facility leadership to review business deliverables and evaluate new opportunities. Identify at-risk accounts and consult with internal partners to assist with development of action plans to address customer risks and opportunities; update customer on progress. Manage routine client su

We're transforming the grocery industry At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers. Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table. Instacart is a Flex First team There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work. Why this role is on the menu We're hiring an Account Manager II to make Instacart Ads the place CPG advertisers and agencies trust to grow their business, by improving campaign performance, widening how brands invest across our ad products, and shaping the advertiser experience. This role sits at the intersection of client strategy and campaign performance, and the person who fills it will have a direct line of sight to advertiser growth and retention. Twelve months from now, the advertisers you partner with should see Instacart as a growth partner whose recommendations they act on. What you'll cook up in your first year Advertiser Relationships: CPG clients and agency partners treat you as a trusted advisor. Working with Sales, you understand their business objectives and build strategies that support their long-term growth on Instacart. Campaign Performanc