Customer Retention Manager

Human Interest is a fintech company focused on making retirement benefits accessible to all workers. The Customer Retention Manager will engage with customers at risk of leaving and work cross-functionally to resolve issues, aiming to protect the company's recurring revenue.

Responsibilities:

• Lead retention conversations with plan sponsors, advisors, and administrators who have expressed intent to cancel, working to understand the underlying concerns and identify solutions that preserve the relationship with Human Interest while reinforcing the value of Human Interest’s platform and services
• Apply objection-handling, value re-anchoring, retention strategies and pricing levers within defined approval thresholds to secure saves and maintain profitability, managing each case from first contact through resolution
• Execute targeted outreach to customers identified as at-risk by HI's churn model, intervening before cancellation intent is formally expressed
• Identify underlying drivers of churn and collaborate with internal teams including Product, Operations, Compliance, and Support to implement process improvements and platform enhancements that strengthen the customer experience and reduce future churn
• Partner with Customer Account Managers on high-value and relationship-sensitive cases, contributing retention expertise while maintaining case ownership through resolution
• Document customer interactions, save activities, and outcomes in Salesforce to support accurate retention reporting and ongoing strategy development
• Surface recurring patterns in cancellation drivers to the relevant internal teams with structured data to inform systemic improvements
• Other duties as assigned

Requirements:

• 3+ years of experience in customer success, client retention, sales, or other client-facing roles within financial services, fintech, or SaaS
• Strong working knowledge of 401(k), 403(b), or other qualified plan administration
• Proven ability to navigate complex customer conversations and effectively address concerns in high-stakes client situations
• Excellent verbal and written communication skills, with the ability to clearly explain complex retirement plan concepts to a wide range of audiences
• Strong problem-solving and critical thinking skills with the ability to identify root causes of customer dissatisfaction and develop solutions
• Experience using CRM platforms such as Salesforce and productivity tools such as Google Workspace
• Ability to manage multiple customer situations simultaneously in a fast-paced environment
• Bachelor's degree
• RPF or QKA designation, or commitment to becoming certified within 18 months in the role
• Experience working with plan sponsors, financial advisors, or plan administrators
• High emotional intelligence and strong customer empathy when navigating challenging client conversations
• Ability to identify patterns in customer feedback and translate insights into recommendations for internal teams
• Self-starter with a proactive mindset, capable of identifying opportunities to improve customer retention and contributing to new initiatives that enhance the overall customer experience