Director, Customer Retention

🕒 April 24

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HighLevel

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2018

☁️ SaaS

🤝 B2B

💰 Series A on 2021-11

SaaS • Marketing • B2B

HighLevel is an all-in-one marketing and sales platform designed to help businesses grow and succeed. The platform consolidates various marketing tools into a single solution, providing features such as lead capture through landing pages, surveys, forms, and calendars, as well as tools for nurturing leads via automated messaging across multiple channels including phone, SMS, email, and social media. HighLevel offers customizable solutions like online appointment scheduling, multi-channel follow-up campaigns, and pipeline management. Additionally, businesses can build websites, funnels, and landing pages using the intuitive page builder. HighLevel supports integrating with existing systems via API, and offers a membership platform for community building and course management. The platform is targeted towards marketers and offers white-labeling options for businesses to brand the software as their own. With a community-driven development approach and award-winning support, HighLevel is focused on empowering businesses to streamline their operations and enhance their marketing efficiencies.

📋 Description

• Lead and oversee 3 Customer Care/Retention teams (40+ members) focused on proactive resolution, engagement, and churn prevention. • Rebuild the org from "Customer Care” into a Retention & De-Escalation Center designed to protect revenue and reduce churn at scale • Create and operationalize retention frameworks that eliminate friction, close expectation gaps, and accelerate adoption. • Drive early activation, onboarding success, and value realization across the first 90 days, the period most correlated with long-term retention. • Identify customer-risk patterns early and design playbooks that trigger proactive outreach before churn happens. • Ensure the team is skilled and certified in all onboarding SOPs, including KO Calls and Implementation Calls. • Partner with Customer Success, Account Management, Support, Product, and Marketing to create a seamless, retention-driven customer journey. • Translate frontline insights into product improvements, experience fixes, and revenue-impacting initiatives. • Own and run a revenue-retention operating model with clear KPIs tied to gross retention, save rate, activation milestones, and churn attribution. • Own and improve the metrics that matter, including: • - Net Revenue Retention • - Early adoption rates • - Escalation deflection • Establish a performance system that measures and improves the quality, coverage, and speed of customer save motions and optimizes capacity and routing models so the highest-revenue and highest-risk customers receive prioritized attention. • Standardize SOPs, documentation, and workflows that allow retention operations to scale efficiently. • Implement forecasting discipline for churn and saves, improving visibility of revenue risk and enabling proactive interventions. • Champion automation and process innovations that reduce manual effort and improve customer outcomes. • Lead, coach, and develop frontline managers and team leads — building a leadership bench that can scale with the org. • Foster a culture of high accountability, continuous improvement, and customer-centric problem solving. • Own capacity planning, staffing forecasts, and headcount alignment to support organizational growth.

🎯 Requirements

• 12+ of experience, a proven track record of improving Gross & Net Revenue Retention in a SaaS environment, with clear playbooks that moved the needle (early adoption, de-escalation, save motions, product activation). • 5+ years managing managers, with proven success leading large teams of 20+ people. • Demonstrated ability to transform reactive support or care teams into proactive, retention-driven organizations. • Expert at turning reactive support environments into proactive revenue-saving teams, with measurable reductions in involuntary and voluntary churn • Strong commercial mindset — understands plan mix, cohort behavior, discount impact, and how customer experience directly influences revenue outcomes. • Deep fluency in early lifecycle metrics (activation, onboarding milestones, first-value attainment) and how these correlate to long-term retention and expansion. • Proven experience building de-escalation frameworks, early adoption programs, or churn reduction initiatives with measurable results. • Strong operational mindset with expertise in SOP development, process improvement, and scaling through systems and tooling. • Exceptional coaching ability — you build leaders who build strong teams. • Strong collaboration and stakeholder management skills across product, marketing, success, support, and operations. • Highly analytical, data-driven, and able to translate insights into actionable strategies. • Positive, resilient, and passionate about helping customers achieve long-term success. • Bachelor’s degree in Business, Communications, Management, or a related field (or equivalent practical experience). • MBA or advanced degree preferred but not required.