Revenue Retention & Client Conservation Head
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Revenue Retention & Client Conservation Head
Location: Taguig (BGC)
Work Setup: Onsite
Schedule: Morning Shift
Role Overview
We are seeking a strategic leader to drive revenue retention and client conservation initiatives focused on preserving in-force business, minimizing preventable attrition, and strengthening long-term client value.
This role will lead enterprise-wide programs aimed at improving retention, enhancing customer engagement, and optimizing continuity across at-risk client segments.
Key Responsibilities
Retention Strategy & Revenue Protection
- Develop and execute strategies to protect recurring revenue and improve customer retention
- Identify risk areas contributing to lapses, churn, or disengagement and implement mitigation plans
- Build long-term conservation roadmaps to strengthen client lifetime value
Operational Excellence
- Oversee daily execution of retention and conservation initiatives, including proactive client outreach and recovery efforts
- Establish performance targets, KPIs, and measurable success metrics
- Improve operational workflows to increase efficiency and effectiveness of conservation programs
Customer Lifecycle Management
- Design engagement programs for reassigned, underserved, and high-risk customer segments
- Drive initiatives that improve customer reachability and strengthen continuity ownership
- Enhance customer journey touchpoints to improve loyalty and retention outcomes
Cross-Functional Collaboration
- Partner with sales, customer service, operations, marketing, and technology teams to embed retention-focused practices
- Improve advisor participation and engagement in conservation initiatives
- Ensure alignment across teams to deliver seamless customer experiences and sustainable revenue preservation
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or related field
- 10+ years of leadership experience in retention, customer lifecycle management, business strategy, or revenue management
- Proven track record in driving customer retention and revenue preservation initiatives
- Strong strategic thinking and analytical capability
- Excellent leadership, stakeholder management, and influencing skills
Vacancy posted a month ago
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