Client Retention Specialist Jobs

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 Team The fitness and wellness industry is built on consistency and transformation, but it’s challenged by high churn due to seasonality and the ebb and flow of human motivation. We are building the "Motivation Engine" for this industry. Our goal is to help businesses seamlessly attract new clients, convert them through high-value trials, and turn them into lifelong advocates. We are looking for a Lead Product Manager to lead the charge in evolving our current point solutions - messaging automation, AI chatbots, and sales pipeline tools - into a single, unified, world-class CRM. The Role and Responsibilities This is a position designed for a PM who loves the craft of product management. You will be responsible for both the high-level strategy of our growth ecosystem and the hands-on execution of our next-generation CRM. Product Execution (Player): Directly lead a dedicated squad to envision, build, and launch a unified CRM. You’ll take three separate solutions and weave them into a seamless experience that drives client retention. GTM Collaboration: Partner closely with Go-To-Market teams to pac

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About the Role Beyond Finance is a data-driven FinTech where the Director of Strategy & Analytics will play a pivotal role in generating actionable analyses to ensure the company's continued growth and success through informed decision-making. The Director will conduct analyses focused on optimizing and understanding marketing and sales growth, client retention, debt consolidation performance, and customer lifetime value (LTV). The role will collaborate cross-functionally with sales, marketing, operations, product, and data teams to deliver novel insights that contribute to achieving company goals. The Director must be able to prioritize tasks, delegate effectively, and manage resources efficiently to ensure key projects receive top priority and timely execution. Upon joining the team, a successful Director will quickly build a deep understanding of the business and effectively communicate results and present recommendations to senior executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation. What You'll Do Lead a small team of analytics professionals conducting analyses of major operational trends, chall

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team The AI Startups team is focused on one of Stripe’s most strategic growth areas: enabling the monetization and scaling of AI-native and AI-enabled businesses. We are in a unique position to partner with the most ambitious AI companies at the forefront of artificial intelligence. Our team collaborates across infrastructure, foundational models, agents, and applications to support these companies in their growth and global commercialization using Stripe’s comprehensive financial stack. What you’ll do Responsibilities Own contract renewals and lead commercial negotiations to increase revenue and market share among existing customers. Develop and implement sales cycle strategies to drive product adoption, new sales, and client retention at scale. Address complex client needs by collaborating with product, sales, risk, and operations teams to enhance our offerings. Build and refine the go-to-market playbook for AI monetization and usage-based billing (UBB), including segmentation, messaging, sales strategy, and pipeline generation. Engage with AI founders and industry influencers to position Stripe as the preferred infrastructure for monetizing AI. Represent Stripe in market-facing activities (e.g., hackathons, webinars, events) to elevate our presence in the AI and billing ecosystem. Who you are We’re looking for a well-rounded strategic seller who can build strong relationships with Stripe’s clients and manage high velocity deal cycles. If you’r

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base OR our Institutional Investment/Equity client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on areas of focus Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skills, with the ability to distill complex issues into clear and concise messages Experience working with or using expert

SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today, SpaceX is actively developing the technologies to make this possible, with the ultimate goal of making life multiplanetary and expanding consciousness to the stars. SpaceXSI is building Super Intelligence to help humanity understand the universe. Our teams are building the full Super Intelligence stack: from our Colossus supercomputers, to Grok models, to our suite of applications, including Grok Bot, Grok Build, Grok Imagine, Grok Voice, and X. We're creating a powerful flywheel where more compute trains better models, better models power more useful products, and what we learn from people using those products shapes what we build next. ABOUT THE ROLE: SpaceXSI serves our community of users and customers by working tirelessly to preserve free expression and choice, create limitless interactivity, and create a marketplace that enables the economic success of all its participants. At SpaceXSI, we now have a substantial opportunity to change how marketers interact with our rapidly growing user base. X is creating a world-class team of media professionals, and seeking an experienced Client Account Manager to grow revenue with advertisers and their agencies. RESPONSIBILITIES: As a Client Account Manager, you will become a true X expert and use that to simplify the platform and ship strong campaigns for priority clients from Greater China and the wider APAC region. Educate and consult on X advertising products, best practices, and campaign design Execute, optimize, and analyze programs using internal tools and dashboards Monitor revenue and pace client campaigns against targets Partner with the Client Partner on retention, pitch support, and performance reporting Resolve campaign issues quickly and improve the process behind them Feed product and tools teams so the ads platform can scale Maintain the book and a high-

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You'll Do: Serve as an advocate for the Insights product with corporate healthcare clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on therapeutic areas of focus, ongoing clinical trials of interest, and competing companies to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Lead renewal conversations, pricing discussions, and commercial engagements in partnership with internal teams Identify and drive upsell and cross-sell opportunities by expanding client usage of the Insights platform Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, Healthcare-adjacent coursework is a plus 6+ years of experience in account management, relationship management, or consultative sales Proven track record managing renewals and negotiating contracts Demonstrated success driving upsell and cross-

Job Description: Role: Relationship Manager – MTF HNI Segment Objective of the Role Drive growth, acquire new customers, activation, and retention of HNI MTF clients by building strong relationships, improving engagement, and increasing capital deployment across the MTF book. Key Responsibilities 1. HNI Client Engagement Own a portfolio of HNI MTF clients Drive regular engagement through calls, messages, and structured outreach Educate clients on MTF usage, leverage opportunities, and platform features 2. Revenue & Book Expansion Increase MTF utilization among assigned clients Identify upsell opportunities across equity + MTF Improve wallet share per client 3. Activation & Retention Reactivate dormant HNI users Reduce churn in high-value segments Ensure consistent usage of MTF facility 4. Relationship Management Act as single point of contact for assigned HNI users Resolve queries in coordination with support/product teams Build trust and long-term engagement 5. Market Intelligence Gather user feedback and competitive insights Share patterns from HNI cohort behavior with product/growth teams Desired Profile Experience in brokerage, wealth management, or trading platforms preferred Strong communication and persuasion skills Comfort with high-frequency client interaction Execution-focused and target-driven mindset KPIs for Success Increase in MTF activation rate among HNI users Acquire new HNI customers Growth in average book size per HNI client Improvement in retention / reduced churn in HNI cohort Revenue contribution from managed cohort Competitors : Angel One, Upstox, HDFC securities, ICICI securities, Axis Securities, Zerodha, Groww, Motilal, Coin DCX, and similar companies.

We are looking for an experienced Enterprise Customer Success Manager to join our Enterprise team. In this crucial role, you’ll be responsible for executing onboarding and adoption strategies through key client ownership across our Enterprise clientele. The ideal candidate will have a proven track record in tech of driving enterprise-level engagement, retention, and growth. You will work closely with other members of the Enterprise team, making strong communication and collaboration skills vital. A core sense of conviction and a “can-do” attitude are prerequisites. Your success will play a crucial part in expanding Perplexity's market presence and contributing to the company's overall success. Responsibilities Execute the Enterprise customer success strategy developed by leadership Serve as a primary point of contact for key enterprise clients Drive initial enablement through high quality onboarding and training Identify and support opportunities for growth and client expansion Manage retention, working with clients to quantify value delivered Advocate for client needs, and collaborate with cross-functional teams to drive product development Monitor and report on established key performance indicators, analyze data to identify trends Requirements 5+ years experience in Customer Success or Account Management roles at scaling tech companies, specifically working with enterprise clients Proven track record of driving enterprise-level satisfaction, growth, and retention Excellent communication and presentation skills, with the ability to engage C-level executives A self-starter by nature, comfortable dealing with ambiguity and juggling multiple initiatives. Ability to work under pressure, thriving in demanding environments Ability to work independently and as part of a collaborative team Proficiency in CRM systems and customer success tool Why Perplexity? Impact at Scale – Your work directly influences hundreds of enterprise clients and millions of end-users at an unpre

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 The RPh Advisor supports the clinical operations of the Member Quality Assurance Commercial and Medicare Part D fraud, waste, and abuse program for a national client. The program's goal is to identify, prevent, and resolve inappropriate drug utilization, identify negative trends, refer potentially fraudulent activity to the MQA investigators, remain compliant with the Drug Management Program for CMS. The RPh Advisor works with a diverse departmental staff which includes Professional Investigators, Data Analysts, and Clinical Assistants. Responsibilities include clinical review of plan member profiles for FWA, managing the Overutilization Taper program, submission of specific cases to vendor for External Peer Review (EPR), assistance with program and system enhancements, securing client satisfaction and retention, and working cross functionally with client and internal partners to help identify and resolve FWA issues. The RPh communicates directly with the client on a regular basis regarding status of program. Candidate must be a licensed Pharmacist in the state of Arizona with the ability to work a hybrid (1 day/wk in office) role based out of the Phoenix, AZ office, with the ability to work remotely the remaining days. Required Qualifications This position requires excellent people skills and the ability to be innovative, proactive, reso

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country One of the fastest growing companies in Chicago Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies Compensation Year 1 Expected Earnings → $115,000 to $200,000. The expected salary range above may vary based on qualifications and experience. Title: Senior Product Manager, Customer Platform About this Job We're looking for a Senior Product Manager to own our customer-facing energy purchasing and tracking platform during a critical high-growth phase. You'll define and drive the vision for turning that platform into an interactive, data-rich experience — think Bloomberg Terminal or Robinhood — that gives clients real-time visibility and control over their energy purchasing decisions. This is a flagship customer-facing bet, and you'll be the senior product voice shaping it end to end. What You'll Do Own the product roadmap and vision for the customer-facing platform, translating energy purchasing and tracking into an interactive, real-time interface Partner with Engineering, Design, and Quantitative Strategy to define data visualizations, live pricing displays, and interactive tools that make complex energy market data intuitive for clients Gather requirements directly from clients, Sales, and Customer Success to identify what drives engagement and decision-making on the platform Write detailed product requirements and specs, and work closely with engineering to ship features that measurably improve client engagement and retention Define and track success metrics (engagement, retention, feature a

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their Acentria team. Job Summary: We are seeking a detail-oriented and customer-focused Commercial Lines Account Manager to join our team. The Account Manager will be responsible for servicing and retaining an assigned book of commercial insurance business while providing exceptional support to clients, producers, and carrier partners. This role requires strong communication skills, insurance knowledge, and the ability to manage multiple priorities in a fast-paced environment. Essential Functions: Manage an assigned book of commercial lines accounts. Serve as the primary point of contact for clients regarding policy service needs. Process policy changes, endorsements, renewals, certificates of insurance, audits, cancellations, and reinstatements. Review coverage, identify gaps, and provide recommendations based on client exposures. Prepare and deliver renewal proposals and coordinate marketing efforts when applicable. Maintain accurate client records and documentation in the agency management system. Respond promptly to client inquiries and carrier requests. Collaborate with producers and internal teams to ensure client satisfaction and retention. Assist clients with claims reporting and claims follow-up as needed. Ensure compliance with agency workflows, carrier requirements, and regulatory guidelines. Proactively manage account activities and deadlines to maintain service excellence. Education & Experience: 440 Customer Representative License or 220 Property & Casualty General Lines Agent License 3+ years of commercial insurance experience preferred. Strong knowledge of commercial insurance coverages and policy forms. Excellent written and verbal communication skills. Strong organizational and time management abilities. Ability to prioritize tasks and manage multiple deadlines. Proficiency wit

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, compliance, and entity management or subsidiary governance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business value. Ability to build relationships both internally and externally to understand the underpinni