Retention Manager Regulated FX Sofia
Job Summary
We are looking for an experienced Retention Manager to lead the retention function for a regulated financial services company based in Sofia. This role is responsible for driving client retention strategy managing a team of retention agents and improving overall client lifetime value.
Key Responsibilities:
- Lead coach and manage a team of retention agents to meet and exceed retention and reactivation targets
- Develop and implement retention strategies to reduce churn and maximize client lifetime value
- Monitor team performance KPIs and conversion/retention metrics providing regular reporting to senior management
- Handle escalated client cases particularly high-value or at-risk accounts
- Ensure all retention activities comply with regulatory requirements (FCA CySEC or equivalent)
- Collaborate with Sales Compliance and Customer Support teams to align on client journey and communication
- Conduct regular training and performance reviews for the retention team
- Analyze client feedback and behavior data to identify trends and improvement opportunities
- Set individual and team targets and manage incentive/performance structures
Required Skills:
Proven experience in a Retention Manager or Senior Retention role within a regulated financial services / FX / trading environment Strong leadership and team management skills experience managing and coaching a team of retention agents Deep understanding of client retention strategies upselling and reactivation techniques Experience working within regulatory compliance frameworks (FCA CySEC or similar) Strong CRM proficiency (Zoho Recruit / Salesforce or similar platforms) Excellent communication and negotiation skills both written and verbal Data-driven approach ability to analyze retention KPIs churn rates and conversion metrics Fluent English (additional languages a plus depending on target markets) Ability to set targets monitor performance and drive team results Conflict resolution and de-escalation skills for handling high-value/at-risk clients Experience with client lifecycle management and CRM segmentation
Required Education:
Proven experience in a Retention Manager or Senior Retention role