Director, Customer Retention

HighLevel
7dRemote

About The Position

As the Director,Customer Retention, you will lead and evolve HighLevel’s retention engine across early adoption, de-escalation, frontline care, and customer value realization. You will partner closely with cross-functional teams to ensure customers achieve success in their first 90 days — the most critical driver of long-term retention. You thrive in high-growth environments, take ownership of customer outcomes, and operate with a balanced mindset of strategy, operational excellence, and people leadership.

Requirements

  • 12+ of experience, a proven track record of improving Gross & Net Revenue Retention in a SaaS environment, with clear playbooks that moved the needle (early adoption, de-escalation, save motions, product activation).
  • 5+ years managing managers, with proven success leading large teams of 20+ people.
  • Demonstrated ability to transform reactive support or care teams into proactive, retention-driven organizations.
  • Expert at turning reactive support environments into proactive revenue-saving teams, with measurable reductions in involuntary and voluntary churn
  • Strong commercial mindset — understands plan mix, cohort behavior, discount impact, and how customer experience directly influences revenue outcomes.
  • Deep fluency in early lifecycle metrics (activation, onboarding milestones, first-value attainment) and how these correlate to long-term retention and expansion.
  • Proven experience building de-escalation frameworks, early adoption programs, or churn reduction initiatives with measurable results.
  • Strong operational mindset with expertise in SOP development, process improvement, and scaling through systems and tooling.
  • Exceptional coaching ability — you build leaders who build strong teams.
  • Strong collaboration and stakeholder management skills across product, marketing, success, support, and operations.
  • Highly analytical, data-driven, and able to translate insights into actionable strategies.
  • Positive, resilient, and passionate about helping customers achieve long-term success.
  • Bachelor’s degree in Business, Communications, Management, or a related field (or equivalent practical experience).

Nice To Haves

  • MBA or advanced degree preferred but not required.

Responsibilities

  • Lead and oversee 3 Customer Care/Retention teams (40+ members) focused on proactive resolution, engagement, and churn prevention.
  • Rebuild the org from "Customer Care” into a Retention & De-Escalation Center designed to protect revenue and reduce churn at scale
  • Create and operationalize retention frameworks that eliminate friction, close expectation gaps, and accelerate adoption.
  • Drive early activation, onboarding success, and value realization across the first 90 days, the period most correlated with long-term retention.
  • Identify customer-risk patterns early and design playbooks that trigger proactive outreach before churn happens.
  • Ensure the team is skilled and certified in all onboarding SOPs, including KO Calls and Implementation Calls.
  • Partner with Customer Success, Account Management, Support, Product, and Marketing to create a seamless, retention-driven customer journey.
  • Translate frontline insights into product improvements, experience fixes, and revenue-impacting initiatives.
  • Influence product roadmap decisions through customer insights, patterns, and root-cause analysis from frontline interactions.
  • Own and run a revenue-retention operating model with clear KPIs tied to gross retention, save rate, activation milestones, and churn attribution
  • Own and improve the metrics that matter, including: Net Revenue Retention Early adoption rates Escalation deflection
  • Establish a performance system that measures and improves the quality, coverage, and speed of customer save motions and optimizes capacity and routing models so the highest-revenue and highest-risk customers receive prioritized attention
  • Standardize SOPs, documentation, and workflows that allow retention operations to scale efficiently.
  • Implement forecasting discipline for churn and saves, improving visibility of revenue risk and enabling proactive interventions
  • Champion automation and process innovations that reduce manual effort and improve customer outcomes.
  • Lead, coach, and develop frontline managers and team leads — building a leadership bench that can scale with the org.
  • Foster a culture of high accountability, continuous improvement, and customer-centric problem solving.
  • Own capacity planning, staffing forecasts, and headcount alignment to support organizational growth.
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