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 (such as HRIS, EHR, and claims-system connections) 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 across the combined CX organization.

What we are looking for

5+ years in Strategic Account Management, Customer Success, Renewals, or Client Retention, ideally managing higher-value or complex accounts.

Demonstrated experience engaging and influencing C-suite and executive stakeholders (CFO, General Counsel, CEO, or equivalent).

Highly organized and detail-oriented, with a proven ability to manage a substantial portfolio without letting anything slip. You bring structure and rigor to everything you touch.

Retention Specialist

Responsibilities

Benefits

Company

Compliancygroupllc

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