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Portfolio Retention Manager
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-01-22
Listing for:
The Money Store
Full Time
position Listed on 2026-01-22
Job specializations:
-
Management
Client Relationship Manager
Job Description & How to Apply Below
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Full Time Florham Park, NJ, US
4 days ago Requisition
Portfolio Retention Manager - develop and execute strategies to keep existing clients / assets within the company's portfolio, focusing on analyzing customer data for runoff n risks, and improving satisfaction through targeted marketing, service improvements, and proactive problem-solving, often working across marketing, sales, and service teams to ensure client retention and minimization of portfolio runoff.
Key Responsibilities- Strategy Development:
Create campaigns, marketing materials, and communication workflows (like emails) to engage clients. - Data Analysis:
Track campaign performance, analyze customer trends, and use predictive analytics to identify at-risk accounts. - Collaboration:
Work with internal teams (marketing, legal, operations) for project execution and reporting. - Client Relationship Manager:
Manage the portfolio, ensuring high service levels and addressing issues before they elevate. - Process Improvement:
Champion initiatives to enhance retention and operational efficiency.
- Based in New Jersey
- NMLS licenses in all 50 states (or the ability to attain)
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