Revenue Retention & Client Conservation Head

HRTx Inc; Pateros; On-site; PHP 1,800,000 - 2,400,000; Full time

Job summary

HRTx Inc is seeking a Revenue Retention & Client Conservation Head to lead enterprise-wide programs focused on preserving in-force business, reducing preventable attrition, and strengthening long-term client value. This onsite role in Taguig (BGC) requires strategic vision and cross-functional leadership.

You will develop retention strategies, oversee daily execution, set KPIs, and collaborate with sales, service, operations, marketing, and technology to deliver seamless customer experiences and

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• 10+ years of leadership 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.

Responsibilities

• Develop and execute strategies to protect recurring revenue and improve customer retention.
• Identify risk areas contributing to churn and implement mitigation plans.
• Build long-term conservation roadmaps to strengthen client lifetime value.
• Oversee daily retention initiatives and set performance targets and KPIs.
• Collaborate with sales, service, operations, marketing, and tech to embed retention practices.

Skills

Leadership

Strategic thinking

Analytical capability

Stakeholder mgmt

Education

Bachelor's degree in Business, Finance, Marketing

Job description

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