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Manager, Customer Retention Solutions

1 month, 1 week ago
United States
Full-time
Senior
Customer Success Manager
Customer and Technical Support
CRM Salesforce
Apply Now
Kapitus

Kapitus

Kapitus, a leading small business financing company, offers fast, flexible term loans and lines of credit from $5k to $5 million. With a focus on simplifying financing for small businesses, Kapitus provides multiple loan options to support business gro...

Diversified Financial Services
251-1K
Founded 2006
$490M raised
View All Jobs 24

Description

  • Staff and manage the sales renewal team to meet individual and team performance goals.
  • Provide consistent coaching, mentoring, and enablement to team members.
  • Monitor, assess, and improve customer outreach and sales approach in line with company policies and procedures.
  • Manage reporting systems and financial information pipelines in Salesforce with the management team.
  • Review dashboards, generate Salesforce reports, and share findings to support performance and accountability.
  • Act as a player/coach to maintain individual and team sales unit and volume goals.
  • Handle merchant requests, concerns, and needs in a timely manner and serve as an escalation contact when needed.
  • Build rapport with key decision makers at client accounts to support retention and growth.
  • Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales.
  • Lead hiring, performance management, compensation, and employee evaluations, while working with HR on performance issues and succession planning.

Requirements

  • Bachelor’s degree preferred, or an equivalent combination of education and job experience.
  • 3+ years of prior sales representative experience, ideally in financial services or consultative sales.
  • 4+ years of people management and coaching experience.
  • Experience serving as a subject matter expert contributor for policies and procedures.
  • Experience driving metric and quality performance within a 30-day cycle.
  • Experience in performance management.
  • Excellent verbal, written, and interpersonal communication skills.
  • Excellent organization and time management skills.
  • Ability to deal with ambiguity and change and perform in a high-intensity environment.
  • Proficiency with Microsoft Office Suite and CRM tools.
  • Ability to compute business math.
  • Candidates must be located in the tri-state area (New York, New Jersey, Connecticut) and be available for monthly in-office حضور.
  • Consideration will be given to qualified remote candidates residing in states where Kapitus or a subsidiary has an established physical presence.

Benefits

  • Competitive base salary of $75,000.
  • Eligibility for monthly incentive commission compensation.
  • Comprehensive medical, dental, and employer-paid vision insurance through UnitedHealthcare.
  • Flexible Spending Account for qualified medical, dental, vision, pharmacy, and dependent care expenses.
  • Lifestyle Spending Account for physical, mental, and financial well-being expenses.
  • 100% company-paid basic short-term and long-term disability insurance and vision insurance.
  • Paid maternity and parental leave.
  • Commuter benefits with pre-tax parking and commuting expenses.
  • Tuition reimbursement of up to $5,000 annually, plus access to conferences and career development events.
  • Paid time off and sick time.
  • 401(k) through Fidelity with a 25% company match up to 6% of annual salary.
  • Additional wellness and support perks including Calm app access, UHC rewards, Real Appeal, Quit For Life, LifeBalance discounts, Plum Benefits discounts, travel reimbursement, and optional supplemental insurance.

Interested in this position?

Apply directly on the company website

Apply Now

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