Source Job

$75,000–$75,000/yr
US

  • Monitor, assess, and address the team’s customer approach and outreach through various sales tools.
  • Act as a player/coach to maintain both individual and team sales unit and volume goals.
  • Inspire and create a motivating environment through coaching, mentoring, and enablement.

Sales Management Financial Services Coaching CRM

20 jobs similar to Manager, Customer Retention Solutions

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$240,000–$330,000/yr
US Canada

  • Lead a growing team responsible for driving expansion and retention within our CMRL customer base.
  • Maximize Net ARR through a dual focus on upsell/cross-sell growth and strategic renewals.
  • Deliver an exceptional customer experience from first sale through renewal.

Motive empowers people who run physical operations with tools to make their work safer, more productive, and more profitable. Motive serves nearly 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries.

US

  • Lead a team of Customer Success Managers to achieve targets for retention and engagement for home care agencies.
  • Build and maintain strong relationships with agency partners, serving as their main point of contact.
  • Analyze data and develop reports to track progress and identify areas for improvement.

A Place for Mom is the leading platform guiding families through every stage of the aging journey by simplifying the senior care search. With over 15,000 senior living communities and home care agencies, APFM has helped millions of families find care since 2000 and employees live the company values every day.

US 4w PTO

  • Lead a team of 8 Middle Market Credit Union Account Executives.
  • Set clear goals, monitor performance, and provide regular feedback.
  • Collaborate with senior leadership to develop and execute sales strategies.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries and invest in people and new advanced technologies to unlock the power of data. Experian's culture and people are important differentiators, with a focus on DEI, work/life balance, and development.

$83,000–$147,000/yr
US

  • Lead a remote team of 10+ licensed Life Insurance Agents, ensuring the team hits and exceeds monthly targets.
  • Coach, train, and mentor Agents to hit and exceed personal sales targets daily, weekly, and monthly.
  • Improve sales agent retention and loyalty through consistent, thoughtful, and data-driven management.

Ethos is a leading life insurance technology company with a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is transforming the life insurance experience for consumers, agents, and carriers alike with its three-sided technology platform.

$76,000–$92,000/yr
US

  • Own customer outcomes across a portfolio of accounts.
  • Lead strategic planning sessions and business reviews.
  • Lead customer onboarding, adoption, and engagement milestones.

AvaSure is revolutionizing healthcare with cutting-edge virtual care solutions that protect patients and empower clinical teams. They foster a collaborative culture where innovation thrives and every team member is valued.

US

  • Achieve assigned sales targets.
  • Deepen existing client relationships—generating incremental business.
  • Consult with clients on business issues and marketing program design.

Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.

North America Europe Australia Unlimited PTO 12w maternity

  • Maintain a revenue base by managing retaining and expanding a book of business
  • Build strong relationships with your assigned customer portfolio and support them as their the key contact and advocate
  • Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage

Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. The Qualio team is all-remote, and distributed across North America, Europe and Australia.

$160,000–$200,000/yr
US

  • Own the business relationship with clients, building strong, multi-threaded partnerships across key stakeholders
  • Drive renewals and identify opportunities to upsell and expand existing accounts
  • Clearly communicate Reachdesk’s value proposition, platform capabilities, and competitive advantages in a way that resonates with client goals

Reachdesk is a leading global B2B gifting and swag platform, helping companies create meaningful connections with prospects, customers, and employees—while driving measurable ROI. Trusted by many of the most recognized names in the technology and SaaS space, they are backed by a world-class team with hubs in New York, London, and Lisbon.

$58,814–$88,221/yr
North America Unlimited PTO

  • Develop and implement end-to-end digital and one-to-many programs for customers.
  • Create and execute a cohesive strategy with tangible goals to drive adoption, retention and expansion.
  • Coach and develop the team by providing regular feedback and investing in each team member’s growth.

Practice Better is an all-in-one platform helping health and wellness practitioners run their businesses, care for their clients, and scale their impact. As a remote-first team headquartered in Toronto, they are made up of curious, driven, and empathetic people.

North America 4w PTO

  • Lead a sales team focused on cross-selling existing SMB clients.
  • Transform the team's sales motion to a strategic, consultative approach.
  • Coach reps to identify client needs and build business cases.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.

US

  • Achieve assigned sales targets
  • Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business
  • Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients

Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people.

Sales Manager

Deel
Global

  • Lead, coach, and inspire a team of PEO Account Executives to achieve and exceed performance goals
  • Drive revenue growth by ensuring the team consistently meets or surpasses quota targets and maintains a healthy, predictable pipeline
  • Support professional development through regular 1:1s, training, role plays, and strategy sessions that help team members strengthen skills and advance their careers

Deel is an all-in-one payroll and HR platform for global teams with the vision to unlock global opportunity for every person, team, and business. It is among the largest globally distributed companies in the world, with a team of 7,000 spanning more than 100 countries.

US

  • Lead, coach, and develop a blended team of Customer Success Advisors (CSAs) and Technical Leads (TLs).
  • Drive measurable outcomes in customer adoption, value realization, renewal readiness, and overall account health.
  • Serve as the Customer Success product SME for aligned PerfectServe solutions.

PerfectServe offers Best in KLAS clinical communication and physician scheduling solutions and is a Leader in the Gartner Magic Quadrant for Clinical Communication and Collaboration. They have seen an 88% growth rate over the past three years and need strong team members to help them continue to grow!

US Canada Unlimited PTO

  • Become a trusted advisor to customers and own the success of the partnership.
  • Help demonstrate the value for our customers and be their go-to contact.
  • Advocate and facilitate successful customer outcomes throughout the broader Asset Watch organization.

AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience. They are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal.

US Unlimited PTO

  • You invest in relationships that last, prioritizing trust and long-term value.
  • Navigate complexity, setbacks, and long sales/adoption cycles with resilience.
  • Work seamlessly across Sales, Customer Success, Product, and Operations for a unified experience.

Cresta is on a mission to turn every customer conversation into a competitive advantage. Its platform combines AI and human intelligence to help contact centers discover insights and empower team members to work smarter. They have a world-class team of AI and ML experts.

$95,000–$95,000/yr

  • Lead and develop a team of sales professionals, coach talent, drive consultative sales
  • Use data and CRM tools (e.g., Salesforce) to track performance and improve processes
  • Partner across departments to ensure aligned, effective execution

Quadient supports businesses of all sizes in their digital transformation and growth journey, unlocking operational efficiency with reliable, secure, and sustainable automation processes. They are a future-focused business leading the way in powering secure and sustainable business connections through digital and physical channels with diverse teams that create connections every day.

$55,000–$95,000/yr
US 3w PTO

  • Manage opportunities within current business accounts regarding new products.
  • Increase Experian revenue by managing and closing deals with existing customers.
  • Consult with C-level decision makers to understand needs and develop complex solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.

US

  • Own customer outcomes and ensure each customer receives value from our solutions throughout their lifecycle.
  • Articulate the value of the company to the customer through measurable ROI.
  • Negotiate long-term renewals and secure revenue uplift.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

  • Manage leads from qualification to close to delivery of service.
  • Build rapport and trust with customers by understanding their personal goals and property challenges.
  • Track and manage your pipeline using CRM tools, prioritizing follow-ups and closing activities.

Ergeon's goal is to bring peace of mind to homeowners by providing trust in every step of home improvement projects. With over 30,000 happy customers and an NPS of 72, they're improving outdoor spaces across 40% of U.S. households.

Global

  • Manage a portfolio of SMB accounts with a focus on retention, risk mitigation, and strategic growth opportunities.
  • Lead, coach, and develop a team of SMB CSMs, driving strong performance, accountability, and career growth.
  • Serve as the first point of escalation for complex client issues, high-risk scenarios, and renewal risk.

Xplor provides cloud-based technology solutions to small and medium-sized businesses, enabling them to manage and grow their business. They have over 106,000 customers and processed over $38 billion in payments across 20 markets in 2024, with operations in North America, Australasia, Asia, Europe, and the UK.