Client Retention Manager

Join a Culture Like No Other!
Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just a workplace – we’re a community that thrives on innovation, support, and making a difference.

We’re looking for a Client Retention Manager to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience.

• Comprehensive Benefits: Medical, Dental, and Vision Insurance.

• Secure Your Future: 401K with a generous company match.

• Time to Recharge: Generous PTO – start accruing from day one!

• Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule.

• Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs.

• Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces.

• Growth & Coaching: Learn from industry professionals committed to your success.

• Diverse & Inclusive: We embrace what makes each team member unique!

Are you a natural leader who thrives on turning challenges into opportunities? As our Client Retention Manager , you'll be at the heart of what keeps our business growing — our clients. You'll lead the strategic vision and day-to-day excellence of our Client Retention department, building and empowering a team that's passionate about reducing churn and delivering an outstanding client experience.

This isn't just about putting out fires (though you'll be the go-to for the toughest escalations). It's about leading with empathy, digging into the data, optimizing processes, and creating a high-performance culture where your team — and our clients — can thrive. You'll partner closely with the Director of Client Support to ensure retention strategies are fully aligned with company goals, and you'll have the autonomy to make a real impact.

• Drive data-informed strategy by analyzing department-wide Salesforce data and KPIs to uncover trends, forecast retention rates, and deliver actionable insights to leadership.

• Build the playbook — develop and continuously refine processes, de-escalation protocols, and financial negotiation guidelines that keep the team consistent and operations running smoothly.

• Tackle the tough cases by problem-solving complex customer situations, including hardship cases,