Revenue Retention & Client Conservation Head

Location: Taguig (BGC)
Work Setup: Onsite
Schedule: Morning Shift

Role Overview

We are seeking a strategic leader to drive revenue retention and client conservation initiatives focused on preserving in-force business, minimizing preventable attrition, and strengthening long-term client value.

This role will lead enterprise-wide programs aimed at improving retention, enhancing customer engagement, and optimizing continuity across at-risk client segments.

Key Responsibilities

Retention Strategy & Revenue Protection

• Develop and execute strategies to protect recurring revenue and improve customer retention
• Identify risk areas contributing to lapses, churn, or disengagement and implement mitigation plans
• Build long-term conservation roadmaps to strengthen client lifetime value

Operational Excellence

• Oversee daily execution of retention and conservation initiatives, including proactive client outreach and recovery efforts
• Establish performance targets, KPIs, and measurable success metrics
• Improve operational workflows to increase efficiency and effectiveness of conservation programs

Customer Lifecycle Management

• Design engagement programs for reassigned, underserved, and high-risk customer segments
• Drive initiatives that improve customer reachability and strengthen continuity ownership
• Enhance customer journey touchpoints to improve loyalty and retention outcomes

Cross-Functional Collaboration

• Partner with sales, customer service, operations, marketing, and technology teams to embed retention-focused practices
• Improve advisor participation and engagement in conservation initiatives
• Ensure alignment across teams to deliver seamless customer experiences and sustainable revenue preservation

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field
• 10+ years of leadership experience in retention, customer lifecycle management, business strategy, or revenue management
• Proven track record in driving customer retention and revenue preservation initiatives
• Strong strategic thinking and analytical capability
• Excellent leadership, stakeholder management, and influencing skills