Client Retention and Acquisition Manager

Client Retention and Acquisition Manager at Petrelli Previtera – Lead Our Growth and Client Success

Are you an adaptable, results-driven leader with the ability to guide and inspire a team? Do you thrive in a fast-paced environment, capable of managing both client acquisition and retention while building scalable systems? Join us at Petrelli Previtera as a Client Retention and Acquisition Manager and become a key player in our mission to deliver exceptional service and results to our clients.

At Petrelli Previtera we're looking for a CRAM who has the vision and hands-on experience to lead our sales, intake, and client care teams. As we continue to scale, you'll be at the forefront, ensuring that our clients receive top-tier service while helping us expand our client base and build long-lasting relationships. You'll play a pivotal role in optimizing our internal processes, training our teams, and offering strategic guidance based on real-time data.

Why This Role Matters:
This isn't just about managing teams—it's about leading the charge in client success. We need someone who can:

• Lead with authority and support: You'll be responsible for managing and coaching a dynamic team, driving performance while fostering an environment of growth and excellence. Your ability to manage, motivate, and mentor will be crucial in maintaining a high-performing culture.
• Own the client journey: From client intake and consultations to ongoing client care, you will guide our teams in providing seamless, personalized service to our clients. You'll take ownership of both client acquisition and client retention, ensuring we're not only attracting new business but also keeping our clients satisfied and loyal.
• Build systems for success: This role will give you the opportunity to build out scalable systems and operations to improve client care workflows, ensuring consistency, efficiency, and growth as the company expands.
• Analyze and strategize: With your insights, you'll provide strategic advisement based on trends you see in client data. You'll use this data to drive improvements, inform decisions, and create a stronger, more efficient client care model.

What You'll Do:

• Supervise, manage, and coach our sales/intake and client care teams, ensuring they meet key performance indicators with the goal of continuously driving growth and client satisfaction.
• Develop and implement training programs to elevate the skills of our teams and optimize client-facing processes, from acquisition to care.
• Strategically prepare and present data based on real-time trends in client feedback and interactions to management, adjusting strategies as needed to improve client retention and acquisition.
• Build and refine scalable systems for client care, focusing on enhancing efficiency, reducing friction, and ensuring consistent service quality across all client interactions.
• Client-facing responsibilities: Jump in as needed to client intake, consultations, and ongoing client care, ensuring a high-quality, seamless experience at all stages of the client journey.
• Lead by example, actively managing the relationship with clients and the team, offering hands-on support and guidance where needed.

What We're Looking For:

• A leader with 2-3 years of experience in sales OR customer experience, with a proven track record of driving success and exceeding performance metrics.
• 2-3 years of experience in operations, with a focus on process optimization, team management, and the ability to scale systems for growth.
• 2 years of experience leading a team of 10 or more people, with the ability to coach, develop, and inspire your team to success.
• High level of comfort with large quantities and types of performance related data. Ability to analyze data and adjust strategies to ensure continuous improvement.
• Exceptional communication skills—able to lead, train, and motivate teams, as well as build strong, lasting relationships with clients.
• The ability to quickly adapt to new CRM systems and multisystem operations, with the agility to learn and implement new technologies that improve workflows and client service.

Why Join Petrelli Previtera?

We offer a competitive base salary of $100k with bonus incentives based on performance, health, dental, and vision benefits, Paid time off (PTO) and holiday schedule and the chance to work with a firm that's recognized on the INC. 5000 list of fastest-growing companies among other benefits! More importantly, you'll be joining a close-knit, mission-driven team that values leadership, trust, and collaboration.

About Us:

Petrelli Previtera was founded in 2017 with a mission to redefine the divorce experience and inspire a lifestyle reset that leaves one feeling energized, empowered, and optimistic. We pride ourselves on being able to take our clients from Chaos to Clarity so that they can begin living the future that they desire, today. From 2019-2023, we have been named to the INC. 5000 list of the fastest-growing companies in the US and locally by the Philadelphia Business Journal. We are committed to the work we do for our clients and value professional development and team building.

Petrelli Previtera, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability, or any other category prohibited by local, state, or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.