Build a District Retention Program that includes coverage for all customers producing revenue in our District
Oversee strategic growth of LAM and CAM customers through regular business reviews
Assist Product Managers in developing Product level retention programs
Management of CAM’s & LAM’s
Facilitate monthly branch retention meeting
Develop and protect content driven business reviews that protect our core retention pillars:
- Confirm we are experts
- Align with Sales Strategy
- Performance Metrics
- Value Add; Joint initiatives and quantify savings/cost avoidance
- Information which tells a story or prompts discussion (no data dumping)
Build and protect consistency in our branch and service offerings
Direct, drive and ensure that all new clients receive benefits from a formal transition
Measure and analyze Customer revenue trends and proactively communicate these trends
Drive consistency and usage of CRM through Product Mangers and Account Management Team
Ensure minimum call counts and reviews (Basic, Detailed, etc) are completed as per District goals
Coach and mentor direct reports to develop them professionally and personally
Ensure incremental improvements are made on building stronger customer relationships
Grow our revenue across multiple products and geographies

Customer Retention & Development Manager

Job Description