Manager, Customer Retention (People Manager), Retention Team
United States, Remotefull time
Remote
mid
$90k–$100k
H1B: no
Humaninterest Manager, Customer Retention at Human Interest leading the Retention team to proactively intervene with at-risk customers and drive retention outcomes. Own team performance, operations, and collaborate on strategic execution.
Responsibilities
As the Manager, Customer Retention, you lead Human Interest's Retention team with the primary goal of proactively intervening with at-risk customers to drive positive retention outcomes. You own the team's performance and are responsible for ensuring members focus on the right accounts using the right approach. Collaborating closely with the Sr. Director, Customer Retention, who defines the overarching strategy, you turn strategic direction into everyday operational execution for the team. While you will directly lead high-stakes and sensitive save opportunities, your core responsibility is empowering and maximizing the overall effectiveness of your team.
The Retention team is a team in motion! The team is currently undergoing an exciting evolution, shifting from traditional reactive save efforts toward predictive outreach and proactive relationship management.
Joining now presents a unique opportunity: as we deliberately scale our structure and refine our metrics,
customer insights can directly influence operational strategy, this is the ideal role for you.
What you get to do every day
Oversee team operations including full-cycle hiring, and onboarding. As well as, developing management playbooks, training materials, and talk tracks.
Own the team's performance against retention targets. Report results and forecasts to
Leadership each month. Govern the use of concessions. Review and approve concessions
within your delegated approval authority, escalate requests above it, and manage the team's
overall use of concessions. Report results and forecasts to the Sr. Director, Customer Retention
each month and contribute to monthly business reviews.
Run the daily operation of the retention case queue. This includes assigning new cases so
Qualification
Experience at a 401(k) recordkeeperQKAwithin 18 months in the roleExperience managing a fully remote teamBachelor's degree
Preferred
Experience at a 401(k) recordkeeper, retirement plan provider, payroll company, or HR technology company serving small and mid-sized businesses.
QKA, QPA, RPF, or a similar retirement plan designation, or a commitment to earning one
within 18 months in the role.
Experience managing a fully remote team.
Experience working with financial advisors and third-party administrators.
Bachelor's degree.
Why you will love working at Human Interest
Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.