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Kapitus · 1 day ago

Manager, Customer Retention Solutions

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $75K/yr

4+ years exp

Kapitus is one of the most reliable and respected names in small business financing. The Manager, Customer Retention Solutions is responsible for staffing and managing the sales renewal teams, delivering on individual and team performance goals, and promoting a positive and inclusive environment throughout the department.

FinanceFinancial ServicesFinTechLendingSmall and Medium Businesses

Responsibilities

Monitor, assess, and address the team’s customer approach and outreach through various sales tools, and in accordance with company policies and procedures

Manage reporting system and financial information pipeline in salesforce with management team

Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability

Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required

Contact, manage, and follow up with merchants’ requests, concerns, and needs in a timely fashion

Act as escalation contact for team and merchants, as appropriate

Maintain, grow, and build good rapport with key decision makers with client(s)

Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales

Inspire and create a motivating environment through coaching, mentoring, and enablement

Provide opportunities to participate in both formal and informal developmental activities

Collaborate with team to build short- and long-term learning plans

Encourage open, candid exchange of ideas, and respectful challenges to status quo

Work with senior leaders and department head, to set expectations for all team members and hold employees accountable for results

Define objectives, identify, and evaluate trends and options

Promptly address performance issues, working with HR as appropriate

Lead hiring, performance management, compensation, and evaluation of team members

Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs

Other tasks and duties, as required by management

Qualification

Sales ManagementCoaching ExperiencePerformance ManagementFinancial Services ExperienceCRM ProficiencyHandle ChangeBusiness Math SkillsMicrosoft Suite ProficiencyCommunicationTime Management

Required

3+ years of prior Sales Representative experience, ideally in Financial Services and/or consultative sales with demonstrable experience delivering

4+ years of people management and coaching experience

Experience being a SME 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

Ability to perform in a high intensity environment

Ability to compute business math

Proficient in Microsoft Suite, CRM

Preferred

Bachelor's degree preferred or equivalent combination of education and job experience

Benefits

Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.

100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.

Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.

Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.

LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:

Pet and car insurance discounts.

Financial services such as LegalShield.

Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.

Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.

Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.

Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.

Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.

Paid Time Off and Sick Time