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