Retention Manager

Responsibilities

• Own and manage a portfolio of customers throughout their lifecycle.
• Accountable for revenue performance across territory
• Develop trusted advisor relationships with key stakeholders.
• Drive product adoption through strategic success plans and regular business reviews.
• Identify and mitigate churn risks proactively.
• Partner with Sales to uncover expansion and upsell opportunities

Requirements

• Strong relationship-building and stakeholder management skills.
• Proven ability to drive customer retention and expansion.
• Strategic thinking with a proactive, solutions-focused mindset.
• Data-driven approach to customer health and lifecycle management.
• Excellent communication and presentation skills.
• Ability to manage multiple accounts and priorities effectively.
• Experience with CRM (Salesforce)
• Strong problem-solving and conflict resolution capabilities.
• Collaborative mindset with cross-functional teams.
• Ideal Background
• 3-5+ years in Customer Success, Account Management, or SaaS environment.
• Experience managing enterprise or mid-market accounts.
• Demonstrated success in reducing churn and driving account growth.
• Experience with Tax, Financial & Legal customers an advantage
• Monitor customer health metrics and usage data to identify trends.
• Conduct Quarterly Business Reviews (QBRs) and strategic check-ins.
• Collaborate with Product, Sales, and Marketing to advocate for customer needs.
• Contribute to the development of scalable customer success programs and playbooks.
• Maintain accurate CRM records and customer health reporting.
• Our Interview Practices
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Benefits

Additional Information

Role Summary We're looking for a driven Retention Manager to join the Wolters Kluwer team. You are responsible for managing your own portfolio & generating revenue by closing national account sales and managing high-profile clients. You'll work closely with marketing and sales to identify and convert qualified opportunities, contributing to our growth in the Tax and Legal space.

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Company Intel

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