VP, Customer Retention & Loyalty
Benefits
Unlimited PTO
Similar Jobs
See allSenior Customer Success Manager
Karbon
Canada
B2B SaaS
Customer Success
Strategic Advisory
Director, Client Success
Fetch
US
Client Success
Account Management
Team Management
Enterprise Customer Success Manager
Certn
Global
Customer Success
Account Management
SaaS
Vice President, Customer Success
Arbital Health
US
Customer Success
Account Management
Healthcare Technology
Solution Outcome Manager
Advizex
US
Customer Success
Account Management
Financial Analysis
Portfolio Risk & Opportunity Analysis:
- Analyze client servicing portfolios using Customer IQ data to identify runoff risk and recapture opportunities.
- Build a standardized portfolio health assessment methodology scoring risk and opportunity consistently.
- Deliver executive-level portfolio assessments to top clients as a high-touch engagement.
Retention & Recapture Playbook Development / Enablement:
- Build a standardized library of retention and recapture playbooks for purchase, refinance, HELOC, and cross-sell.
- Educate Customer Success Managers so they can confidently advise clients on retention strategy.
- Create enablement assets like workshop decks, ROI calculators, and QBR frameworks.
Value-Added Services (VAS) Strategy & Monetization:
- Design and launch a subscription-based VAS offering packaging retention expertise and portfolio analytics.
- Define service tiers, pricing, delivery model, and service-level commitments.
- Own performance and revenue targets for the VAS offering post-launch.
Total Expert
Total Expert is a Customer Operating System for financial services, combining context and action to enable customer engagement. Since 2016, the company has enabled over $7 trillion in funded loan volume and fosters a culture of innovation and customer retention.