Job Description

We are partnering with a leading small business lender specializing in alternative financing solutions. They are seeking a Client Retention & Growth Strategist to own the full lifecycle of merchant retention—combining direct outreach, process development, and internal enablement.

Three Awesome Reasons to Work Here:

• Own the Customer Relationship -Be the go-to advisor for business owners, helping them secure the funding they need while building long-term loyalty.
• Fast-Paced Growth - Join a company with an entrepreneurial spirit and real opportunity for advancement in sales, operations, or product.
• High-Impact Role - You'll directly contribute to retention and revenue goals by building infrastructure and leading the charge on client renewal strategy.

What You'll Be Doing:

• Drive Renewals & Repeat Business – Maintain relationships with active and past borrowers; identify opportunities for renewal, refinancing, and additional funding.
• Build & Refine Retention Infrastructure – Create email cadences, call workflows, and client touchpoint plans. Design the systems that others in the company will follow.
• Collaborate & Track Results – Work with sales, underwriting, and offshore teams to execute your vision. Track performance through dashboards and iterate on what works.
• Own the Merchant Relationship – Serve as a trusted advisor, helping merchants understand their funding options and advocate for their evolving business needs.
• Experiment & Improve – Test different messaging, contact strategies, and referral tactics. Learn what drives retention and scale it across the org.

What You Bring:

• 1–3 years in business development, account management, or client success
• Strong CRM skills (Salesforce, HubSpot, or similar)
• Excellent written and verbal communication
• Experience working with small business clients or financial products is a plus
• Self-starter mentality: you move fast, learn quickly, and don't wait to be told what to do

What's In It for You:

• Competitive Salary - Competitive base salary ($60K to $80K). Uncapped commission (OTE $90 to $120K+).
• Uncapped Earning Potential -Performance-based bonuses for exceeding renewal targets.
• Fast-Paced Career Growth -Pathways into senior retention, underwriting, or sales leadership roles.

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