Customer Retention Manager

QuoteIQ is a fast-growing SaaS CRM company dedicated to helping home service providers thrive. They are seeking a Customer Retention Manager to guide customers through their journey, set up new accounts, and build lasting relationships while ensuring customer satisfaction.

Responsibilities:

• Guiding customers through the entire journey — from free trial all the way to active subscription
• Setting up new accounts and helping customers import and organize their data so they’re set up for success from day one
• Hosting Zoom calls to onboard new customers, walk them through the platform, and build lasting relationships
• Serving as the primary point of contact throughout each customer’s journey — they know your name and trust you
• Handling support inquiries via text, email, and phone
• Troubleshooting issues quickly and confidently so customers stay engaged and see real value in the product
• Identifying customers who may be at risk of churning and proactively reaching out to keep them on board

Requirements:

• A people person who builds rapport easily and makes customers feel confident and supported
• Strong communicator — written, verbal, and on video calls
• Organized and detail-oriented — you're managing multiple customer relationships at once and nothing slips through the cracks
• Comfortable learning and clearly explaining software tools (CRM or SaaS experience is a big plus)
• A natural problem-solver who stays calm and helpful under pressure
• Good work ethic and someone who genuinely takes pride in the customer experience
• Previous customer success, account management, or customer service experience preferred