Customer Retention Executive improving client relationships and reducing churn for small business accounting services. Engage with clients, analyse usage patterns, and collaborate with internal teams for effective solutions.
Responsibilities
Proactively engage with at-risk clients to rebuild confidence, resolve concerns, and retain trust
Analyse churn and usage patterns to flag disengagement before it becomes a problem
Hold positive, outcome-oriented conversations with clients considering cancellation
Collaborate with internal teams (Accounting, Customer Service, Success) to ensure clients receive timely and high-quality support
Balance customer advocacy with commercial goals, identifying win-win solutions wherever possible
Suggest tailored services or account adjustments based on client needs
Hold regular check-ins with clients to maintain relationships and surface potential issues early
Track customer success metrics and contribute to data-led retention strategy
Share client feedback and cancellation themes with the wider business to improve service
Requirements
Experience with accounting software (QuickBooks, Xero, Freshboks, Dext) gained in such companies or in medium to large size chartered accountant practices
Proven experience in a retention-focused role, where your primary success metric was keeping clients engaged, satisfied, and active
Strong understanding of churn indicators, renewal risk, and the tactics used to re-engage at-risk accounts
Experience working with account health metrics, such as last login, ticket volume, responsiveness, engagement scores, or similar
Practical understanding of retention KPIs
Ability to surface cancellation themes or client feedback trends and present them internally to drive strategic improvements
Familiarity with working cross-functionally (e.g. with service delivery, onboarding, support) to resolve root issues and unlock retention solutions
Clear, professional communicator, confident handling objections, escalations, and value-based discussions
Benefits
Hybrid working model
Real opportunities for progression as the business scales
The chance to influence both customer experience and product development
A culture that values ownership, impact, and continuous learning
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