Ubiquity Retirement + Savings

The senior customer retention strategist is responsible for reducing controllable churn through proactive and reactive strategies while ensuring exceptional customer experiences. This role collaborates cross-functionally with sales, customer success, product, and operations to address customer pain points, strengthen engagement, and drive retention. Compensation is tied to year-over-year improvement in controllable churn metrics.

The Client Success Specialist plays a pivotal role in establishing and nurturing the client experience through direct client interactions, answering and routing client support questions via various channels. This role involves researching and solving complicated client requests, maintaining knowledge of 401(k) and retirement industry rules, and proactively communicating with clients to address their needs.