Introduction:
As the Retention Team Lead, you will play a pivotal role in driving customer loyalty, reducing churn, and developing a high-performing retention team. You’ll engage with existing clients, ensure their needs are met, and lead the team in delivering exceptional customer service. This role requires both strong client-facing capabilities and leadership acumen to coach, mentor, and drive your team toward achieving their retention targets.
Description:
Key Accountabilities
Here are some common key accountabilities of a Team Lead in Sales:
Leadership & Team Development
- Provide day-to-day support, coaching, and performance feedback to Retention Agents.
- Motivate and empower team members to meet or exceed retention KPIs.
- Assist in onboarding and upskilling new team members.
- Act as a point of escalation for complex customer issues and support resolutions.
- Communicate goals, updates, and strategic direction clearly to the team.
- Promote a collaborative, learning-driven, and high-performance culture.
- Contribute to developing and refining retention strategies alongside management.
Customer Retention & Relationship Management
- Proactively engage with at-risk customers to understand concerns and retain their business.
- Build and maintain strong customer relationships, focusing on satisfaction and long-term loyalty.
- Offer tailored solutions, such as product adjustments or special offers, to meet individual client needs.
- Ensure a high standard of service is delivered across all customer touchpoints.
Sales Support & Revenue Growth
- Identify upsell or cross-sell opportunities and encourage team to do the same.
- Support sales targets through strategic retention efforts, helping convert churn risks into renewed opportunities.
- Leverage data and feedback to suggest improvements in product offerings or service delivery.
Operational & Reporting Responsibilities
- Track and report on team KPIs, identifying trends, gaps, and areas for improvement.
- Ensure all team members are using the CRM system correctly to log interactions and outcomes.
- Contribute to weekly and monthly business reviews with actionable insights.
- Maintain up-to-date knowledge of compliance, data protection, and ethical sales practices.
Expectations
- Individually and with Managers, ensure understanding and engagement with vision, purpose, and strategic and stakeholder considerations at Manager and Team levels.
- Demonstrate advanced levels of competence in leadership capabilities required of the position.
- Engage, support, motivate and develop capability and potential in others.
- Attract, retain, and develop talent to complement Blueberry’s values and behaviors.
- Reward and recognize good performance aligned to Blueberry’s values and goals and manage poor performance in a timely manner.
- Be an ambassador for Blueberry in the market; promote our interests and reputation.
- Follow our policies, procedures, and code of Ethics and Conduct.
- Protect our confidential information and intellectual property.
- Play an active role in your safety and the safety of others around you.
- Inspire confidence and urgency within the department and across the team for the delivery of timely, high-quality service to internal and external customers.
- Foster a culture of continuous improvement.
- Continuously drive agility and flexibility in responding to market and industry changes.
Skills and Experiences:
Qualifications
- Marketing, Business or relevant disciple desirable.
Experience
- 3+ years in a Retention, Customer Success, or Sales role with a track record of performance.
- 1-2 years in a leadership, supervisory, or mentoring role preferred.
- Prior experience in the Forex, CFD trading, or broader Financial Services industry is essential.
- Strong interpersonal, coaching, and communication skills.
- Demonstrated success in customer negotiation, objection handling, and solution selling.
- Experience working in Financial Services, Trading, or Banking industry highly desirable.
- Proficiency with CRM systems (e.g., Salesforce) and MS Office Suite.