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Team Lead
Job Description
Position Overview The Retention Specialist Team Lead is responsible for leading a team of Retention Specialists while serving as a senior escalation point for client retention and customer experience matters. This role combines people leadership, performance management, and client relationship expertise to reduce churn, improve customer satisfaction, and drive long-term client success. The Team Lead partners with internal departments and client stakeholders to ensure retention goals, service levels, and operational objectives are achieved. Key Responsibilities Team Leadership & Development Lead, coach, motivate, and develop a team of Retention Specialists. Monitor and distribute workloads to ensure timely and effective customer support. Create and manage team schedules to maintain adequate coverage and service levels. Conduct regular one-on-one meetings, coaching sessions, and performance reviews. Provide ongoing training and mentorship on retention strategies, customer engagement, systems, and best practices. Foster a culture of accountability, teamwork, professionalism, and continuous improvement. Client Retention & Customer Success Serve as the primary escalation point for complex merchant and client retention issues. Build and maintain strong client relationships to improve satisfaction and loyalty. Analyze customer account activity, payment processing trends, and product usage to identify retention risks and opportunities. Develop and implement retention strategies to reduce churn and improve customer outcomes. Partner with clients to resolve technical, billing, service, and product-related concerns. Deliver tailored solutions and product education that maximize customer value and engagement. Identify opportunities for upselling and cross-selling additional products and services where appropriate. Qualifications Previous leadership, supervisory, or team mentoring experience in customer service, retention, account management, contact center, or client support environments. Strong understanding of customer retention strategies, relationship management, and customer success principles. Experience managing KPIs, SLAs, retention metrics, and performance goals. Proven ability to coach employees, manage performance, and handle escalated customer situations. Strong analytical, problem-solving, and decision-making skills. Excellent verbal and written communication skills. Proficiency with CRM platforms, customer support tools, and Microsoft Office applications. Ability to multitask, prioritize effectively, and thrive in a fast-paced environment. Experience supporting merchants, payment processing, POS systems, or related technology solutions preferred.