Retention Specialist
New
C
Compliancy GroupHealthcare Compliance
Remote for a US-based company; our team is evaluating qualified candidates onshore and offshore for this opportunity.Full-TimeSenior
SalaryCompetitive base salary plus performance bonus focused on customer retention and satisfaction.
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Job Details
- Experience
- 5+ years in Strategic Account Management, Customer Success, Renewals, or Client Retention
- Required Skills
- Customer SuccessSaaSHubSpotCRM
Requirements
- 5+ years in Strategic Account Management, Customer Success, Renewals, or Client Retention.
- Demonstrated experience engaging and influencing C-suite and executive stakeholders.
- Highly organized and detail-oriented, with a proven ability to manage a substantial portfolio.
- Consultative communicator capable of discussing both executive strategy and operational technical implementation.
- Experience in a subscription, SaaS, or recurring-revenue business model.
- Comfort with CRM and portfolio-management tools.
- Bachelor’s degree or equivalent professional experience.
- Experience in healthcare, compliance, or another regulated or technically complex industry is strongly preferred.
- Proficiency with HubSpot is a plus.
Responsibilities
- Own retention and renewal outcomes for a portfolio of strategic, higher-value accounts, including clients on Audit Manager, Compliance Manager, and other advanced solutions.
- Build trusted relationships with senior stakeholders (CFOs, Chief Legal and Compliance Officers, and CEOs) and translate the value of the compliance program into the language executives care about: risk reduction, defensibility, and return on investment.
- Lead strategic account reviews and renewal conversations that connect product usage and program outcomes to real business impact, not feature checklists.
- Proactively monitor account health across a meaningful book of business, identifying disengagement or risk signals early and acting well before a renewal is in jeopardy.
- Navigate technically complex accounts, coordinating with Implementation, Solutions Engineering, and Product on integration-heavy deployments so clients realize full value.
- Surface expansion and cross-sell signals within your accounts and partner with the appropriate sales owner to pursue them.
- Partner closely with Finance to resolve escalations, billing, and payment issues quickly and professionally.
- Collaborate with Customer Success, Support, and Product to advocate for client needs and continuously improve the retention motion.
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