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Retention and Client Operations Manager

Keystone AdvisorsHouston, Texas, United StatesOnsite
This job is no longer open

We are looking for a dynamic manager to lead a small team to retain our core customer base, and provide high levels of customer service to our clients and CSR teams. In this role, you will deal directly with clients and internal departments to improve client interactions and customer/client experience.
To be successful as a leader, you should have a persuasive attitude, excellent customer relationship skills, and a passion for sales. Ultimately, to lead a top-class retention specialist and service team that can improve sales by creating lasting bonds with customers and clients.

Key Responsibilities:


  • Oversee the Retention, Customer Service, and support departments, ensuring smooth day-to-day operations within a fast-paced call center environment.
  • Develop and implement strategies to improve customer retention, enhance the customer experience, and meet service level agreements (SLAs).
  • Lead and mentor team members across the departments, ensuring they meet performance goals and KPIs.
  • Analyze customer data to identify trends, challenges, and opportunities for improvement, using insights to make data-driven decisions.
  • Collaborate with other departments, including Tele-Sales, Marketing, Contracting, and Operations, to align goals and enhance overall customer experience.
  • Monitor and evaluate team performance through regular reporting, coaching, and continuous feedback.
  • Develop training programs and provide ongoing development opportunities for team members to ensure high levels of competency and engagement.
  • Ensure compliance with company policies, procedures, and industry regulations.
  • Handle escalated customer issues and ensure timely resolution to maintain customer satisfaction and loyalty.
  • Respond and resolve, on the first call, customer service inquiries and issues.
  • Document and update customer records based on interactions.
  • Provide reporting to team and leaders

Qualifications:


Bachelor’s degree in Business, Communications, or a related field (or equivalent experience).5+ years of experience in a call center or customer service management role.Proven track record of success in managing customer retention strategies and improving customer satisfaction.Strong leadership, coaching, and team-building skills.Ability to analyze data, interpret trends, and make strategic recommendations.Excellent communication and problem-solving skills.Proficiency in call center software, CRM systems, and data management tools.

Preferred Skills:


Experience managing multiple departments or cross-functional teams.Familiarity with data analysis tools and customer experience metrics.Ability to adapt quickly to a changing environment and manage multiple priorities effectively.

This job is no longer open

Life at Keystone Advisors

Thrive Here & What We Value* Paid time off and generous paid holidays* Open fun/friendly environment/company events* Worklife balance/flexibility* On-the-job training* Telecommuting requirements: Texas, high-speed internet* Learning and Growing opportunities* Investment in Employees' growth and development* Defined Guidelines and Framework for customer service representatives* Prioritizing member needs with multiple contact channels* Integrity, Teamwork, Tenacious, Competitive, Customer-Centric

Related Sub

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Operations manager jobs
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