Senior Retention Specialist

Overview

Join to apply for the Senior Retention Specialist role at Ubiquity Retirement + Savings .

Ubiquity Retirement + Savings has a simple mission : to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Responsibilities

• Analyze customer data to identify churn risks and implement targeted engagement strategies.
• Develop and execute outreach campaigns to enhance customer relationships and satisfaction.
• Partner with marketing and management to promote features, content, and offers that improve retention.
• Maintain a customer satisfaction score average over 4.0 and a 90% retention rate for high-value customers, excluding non-controllable churn.
• Build and manage a churn mitigation program to retain at-risk customers.
• Establish a streamlined escalation process for resolving retention issues efficiently.
• Conduct post-churn analysis to refine retention strategies and improve processes.

Customer advocacy and referral program

Collaboration and reporting

Qualifications

Compensation

This is a salaried, full-time position with a salary and variable compensation range of $80-130k. Please submit your offer letter with a short cover letter stating your experience leading customer retention.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

Benefits

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws. Direct applicants only; we do not work with agency partners at this time.

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