Retention Specialist

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August 29

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Compliancy Group

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Healthcare Insurance • SaaS • Compliance

Compliancy Group is a leading provider of healthcare compliance management software that simplifies the complexities of maintaining compliance with regulations such as HIPAA, OSHA, and SOC 2. Their platform offers a variety of features including policy management with over 100 templates, compliance training, risk assessments, incident reporting, and vendor management, all designed to streamline and enhance compliance efforts for healthcare organizations. Compliancy Group aims to help healthcare providers build effective compliance programs while managing risk and protecting sensitive information efficiently.

51 - 200 employees

Founded 2005

⚕️ Healthcare Insurance

☁️ SaaS

📋 Compliance

📋 Description

• Retention Specialists who thrive in a highly organized, high-impact role, focusing on driving retention for healthcare compliance SaaS platform. • Manage a large and diverse portfolio of low-spend customer accounts; drive awareness, product adoption, and re-engagement through year-round touchpoints and proactive outreach. While 1:1 face-time with customers is key to the role, scaled, broad and consistent outreach is key to success in the position • Implement highly organized, repeatable processes to ensure consistent communication and engagement with customers. • Partner closely with Finance to resolve payment disputes, escalations, and account issues. • Monitor customer health and identify opportunities to improve engagement and satisfaction. • Point customers back to the platform and resources, ensuring they maximize value without any commercial responsibilities. • Collaborate with Customer Success and Support teams to advocate for customers and improve processes.

🎯 Requirements

• 2+ years of experience in Customer Success, Account Management, Client Services, or a related role. • Strong organizational skills with the ability to manage high volumes of repetitive outreach and follow-ups. Experience managing a large volume of accounts through technology tools (especially Hubspot) is a plus. • Excellent communication and problem-solving skills, with a customer-first mindset. • Comfortable collaborating with cross-functional teams, including Finance, Support, and Product. • Goal-oriented, especially when it comes to achieving retention and satisfaction targets • Experience in SaaS or subscription-based business models preferred. • Bachelor’s degree or equivalent professional experience is a plus.

🏖️ Benefits

• The opportunity to make a direct, measurable impact on customer satisfaction and retention. • Your work will ensure customers stay active, happy, and supported, providing a measurable effect on overall business success. • You’ll develop and execute highly organized, repeatable outreach campaigns that re-engage and educate customers year-round. • You’ll collaborate closely with Finance to resolve payment disputes, escalations, and other customer issues. • You’ll work alongside a supportive team across Customer Success, Product, and Support, shaping processes that maximize efficiency and customer outcomes.