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Legacy Capital Services · Phoenix, Arizona
Revenue Performance & Sales Execution
Own retention revenue targets; consistently meet and exceed monthly, quarterly, and annual KPIs for save rate, revenue recovered, and upsell attach rate.
Lead the team to approach every client interaction as a consultative sales conversation - uncovering needs, overcoming objections, and closing the save.
Identify and act on upsell and cross-sell opportunities within the at-risk client base to grow revenue per account.
Drive urgency and accountability through daily pipeline reviews, real-time coaching, and performance dashboards.
Team Leadership & Sales Coaching
Build, develop, and inspire a team of Retention Leads and Specialists with a relentless focus on closing skills, objection handling, and revenue contribution.
Deliver structured weekly performance coaching grounded in call reviews, conversion data, and individual sales metrics.
Create a competitive, high-energy team culture that celebrates wins, learns from losses, and drives continuous improvement.
Conduct meaningful annual performance reviews tied to revenue outcomes and sales growth.
Actively participate in recruiting and hiring top sales talent for the retention team.
Data-Driven Strategy
Analyze churn signals, client behavior data, and pipeline trends to proactively identify at-risk segments before they escalate to cancellation.
Design and execute targeted retention campaigns and outbound save strategies based on client value, tenure, and risk score.
Track and report key revenue metrics: save rate, revenue at risk, recovered revenue, and team-level conversion rates.
Audit team activity and strategy adherence to ensure alignment with revenue goals and proven sales methodology.
Cross-Functional Revenue Collaboration
Partner with Sales, Client Care, and Product teams to align on client value messaging, competitive positioning, and retention offers.
Serve as the voice of the at-risk client - sharing insights that drive product improvements, pricing adjustments, and service enhancements.
Ensure seamless handoffs and communication across departments to protect and grow the client revenue base.
Operations & Compliance
Maintain current knowledge of all policies, products, and procedures; cascade updates to the team with urgency and accuracy.
Administer escalated client interactions and internal coaching requests with a resolution-focused, revenue-protective mindset.
Ensure all administrative and compliance requirements are met without sacrificing sales momentum.
Other duties as assigned.
At least (5) years of management experience in a sales, tele-sales, or revenue-focused retention environment
Demonstrated track record of meeting or exceeding revenue targets and leading teams to consistent quota attainment
Strong command of sales methodology, objection handling, and consultative closing techniques
Data-driven mindset with the ability to translate contact center analytics into actionable sales strategy
Exceptional verbal and written communication skills; a persuasive communicator and confident coach
Advanced conflict resolution skills with the ability to de-escalate and redirect toward a sales outcome
Proficiency in CRM platforms, contact center technology, and MS Office365
Highly reliable with strong attendance and a results-oriented work ethic
Core Competencies
Sales Leadership & Revenue Ownership
Consultative Selling & Objection Handling
Data Analysis & Pipeline Strategy
Performance Coaching & Team Development
Competitive Drive & Accountability
Comprehensive health coverage – medical, dental, and vision plans
Paid Time Off
Life insurance
Typical environment : cubicle setting, air-conditioned, moderate noise level with extended phone and computer usage.
Physical requirements : Ability to sit for extended periods, speak on the phone for long durations, and perform sustained keyboard and computer use. Occasional lifting up to 10 lbs.
We are an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.
Details
| Company | Legacy Capital Services |
| Location | Phoenix, Arizona |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $70,000 – $80,000 / yr |