Director, Recurring Services Growth

🔥 0 minutes ago

🎰 Nevada – Remote

🎰 Nevada – Remote

💵 $180k - $200k / year

⏰ Full Time

🔴 Lead

📈 Growth Marketing

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Anderson Business Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

⚖️ Legal

🛡️ Insurance

💼 Consulting

Legal • Insurance • Consulting

Anderson Business Advisors is a professional advisory firm that helps real estate investors, entrepreneurs and business owners minimize taxes, protect assets, and build generational wealth through tax planning, asset protection, entity formation, estate planning, bookkeeping and registered-agent services. The firm offers educational workshops, webinars and a subscription "Knowledge Room" staffed by attorneys and CPAs, plus consulting and full-service entity management tailored to landlords, investors and small businesses. With over 20 years of experience, Anderson focuses on structuring businesses and investments to reduce liability and increase cash flow for clients.

📋 Description

• Own the performance of ABA’s three recurring-revenue products: CAP, RA/Renewals, and Platinum • Own the customer experience and delivery across the full lifecycle from first exposure through renewal • Map handoffs between marketing, education, sales, support, fulfillment, legal and renewals • Listen to sales and support calls and speak directly with customers, including churned customers and customers who did not pay their first invoice • Test whether sales promises match customer delivery and whether value is demonstrated throughout the year • Recommend and drive changes to delivery, onboarding and customer experience • Establish feedback loops such as NPS, post-event surveys and customer advisory groups • Define and monitor service-level and customer-experience standards • Extract, analyze and interpret CRM and billing data • Publish monthly KPI reports covering activation, first-invoice payment, time to close, revenue, margin, retention, churn, refunds and customer lifetime value • Identify issues within weeks and automate recurring reporting • Recommend pricing, packaging, bundles and renewal terms • Identify upsell, cross-sell and product expansion opportunities • Maintain a prioritized roadmap for recurring-services portfolio improvements • Identify and size new service, bundle and enhancement opportunities; build business cases and lead approved propositions through launch • Lead recurring-products review cadence and hold owners accountable for follow-through • Influence sales, support, legal, renewals and finance, and work with outside advisors on retention and upsell

🎯 Requirements

• Director-level scope and credibility to present to the CEO and investors • Background in strategy consulting or similar structured problem solving, such as private equity value creation or an operating team • Go-to-market exposure in sales, pricing, customer journey or retention, ideally in a recurring-revenue or subscription model • Strong commercial acumen, including pricing, margin, customer lifetime value and business performance • Ability to extract and analyze data from a CRM (Salesforce or similar) and billing systems • Ability to build KPI reporting independently • Comfort speaking to customers and listening to calls to find root causes • Ability to navigate a complex organization and lead through influence without formal authority • Experience building the case for pricing or packaging changes from data • Leadership potential and ambition to grow into broader enterprise roles and build or lead teams • Nice to have: Experience at a top-tier strategy consulting firm or on a private equity operating team • Nice to have: Background in professional services, compliance, entity formation or small-business services • Nice to have: Experience with customer research methods such as interviews, NPS or advisory groups • Nice to have: Program management experience documenting end-to-end processes and handoffs • Nice to have: Experience designing or launching new service propositions, bundles or product lines • Nice to have: Service product management or product ownership experience • Nice to have: Experience with affiliate or partner channels

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