Client Retention & Growth Strategist
Job Description
We are partnering with a leading small business lender specializing in alternative financing solutions. They are seeking a Client Retention & Growth Strategist to own the full lifecycle of merchant retention combining direct outreach, process development, and internal enablement.
Three Awesome Reasons to Work Here:
- Own the Customer Relationship -Be the go-to advisor for business owners, helping them secure the funding they need while building long-term loyalty.
- Fast-Paced Growth - Join a company with an entrepreneurial spirit and real opportunity for advancement in sales, operations, or product.
- High-Impact Role - You'll directly contribute to retention and revenue goals by building infrastructure and leading the charge on client renewal strategy.
What You'll Be Doing:
- Drive Renewals & Repeat Business Maintain relationships with active and past borrowers;identify opportunities for renewal, refinancing, and additional funding.
- Build & Refine Retention Infrastructure Create email cadences, call workflows, and client touchpoint plans. Design the systems that others in the company will follow.
- Collaborate & Track Results Work with sales, underwriting, and offshore teams to execute your vision. Track performance through dashboards and iterate on what works.
- Own the Merchant Relationship Serve as a trusted advisor, helping merchants understand their funding options and advocate for their evolving business needs.
- Experiment & Improve Test different messaging, contact strategies, and referral tactics. Learn what drives retention and scale it across the org.
What You Bring:
- 1 3 years in business development, account management, or client success
- Strong CRM skills (Salesforce, HubSpot, or similar)
- Excellent written and verbal communication
- Experience working with small business clients or financial products is a plus
- Self-starter mentality: you move fast, learn quickly, and don't wait to be told what to do
What's In It for You:
- Competitive Salary - Competitive base salary ($60K to $80K). Uncapped commission (OTE $90 to $120K+).
- Uncapped Earning Potential -Performance-based bonuses for exceeding renewal targets.
- Fast-Paced Career Growth -Pathways into senior retention, underwriting, or sales leadership roles.
Meet Your Recruiter
Roy Evans
Managing Director
Roy Evans is a record setting recruiter noted for consistently excelling and for the innovative systems he has developed. A well know industry trainer has anointed Roy as being in the top 5% of all recruiters worldwide both in terms of production and skill level.
Roy uses “RoyLentless” effort, world-class technology and great process to attract professionals with the drive, discipline and motivation to deliver extraordinary results for his clients.
LinkedIn has crowned Roy as someone who could write a book on using LinkedIn as one of its top 1% in recruiter users. Roy is LinkedIn Certified and a charter member of the Association of Talent Acquisition Professionals.
In his spare time, Roy is a college football fan who enjoys fishing, fitness and spending time with his wife and two children.