CV

Retention Executive

CV-Library Bishopsgate Posted 12 Oct 2026 Closing: 01 Jan 0001
Permanent Hybrid
£30000 - £35000/annum

Role Description & Overview

Customer Account Executive

 

Location: London – Hybrid (3 days in the office, 2 days from home)

Salary: £30,000–£35,000 per annum

Working hours: Monday to Friday, 9am–5pm

 

This is an excellent opportunity for someone with experience in customer retention, membership services, account management or customer service who enjoys building relationships, resolving queries and helping customers understand the value of the services they receive.

 

You’ll play a key role in engaging with existing members, understanding why they may be considering leaving, and identifying opportunities to retain their membership through effective communication and tailored support.

 

Key Responsibilities

Contact members by telephone and email to understand why they have not renewed their membership and identify opportunities to retain them

Build a strong understanding of members’ businesses, processes and how they use the organisation’s products and services

Educate members on the benefits of membership and the value of continuing to use the organisation’s standards and solutions

Re-engage former members and identify opportunities to recover outstanding membership fees where applicable

Assist with processing member payments and maintaining accurate account information.

Deliver an excellent standard of customer service, ensuring all interactions are professional, helpful and solution-focused

Maintain accurate records of all customer communications and activities within the CRM system

Produce accurate reports and insights to support business decisions and identify retention opportunities

Work collaboratively with colleagues and escalate queries when specialist support is required 

About You

Experience in customer retention, membership services, account management or a customer-facing environment

Strong telephone communication and questioning skills, with the ability to understand customer concerns and identify suitable solutions

Experience using CRM systems and Microsoft Office

Excellent written and verbal communication skills

Strong organisational skills, with the ability to manage multiple priorities and meet deadlines

A proactive, determined and results-driven approach

Excellent attention to detail and a commitment to maintaining accurate records

A professional, collaborative and customer-focused attitude 

What’s on Offer?

Salary of £30,000–£35,000 per annum

Hybrid working, with three days per week in the London office

Monday to Friday working hours, 9am–5pm

25 days’ annual leave, plus bank holidays, with the option to buy or sell up to five additional days

Generous pension scheme, with employer contributions of up to 12%

Life assurance covering five times your annual salary

Ready to apply for this finance role?

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Key Details
  • Date Posted: 12 Oct 2026
  • Location: Bishopsgate
  • Employment: Permanent
  • Workplace: Hybrid
  • Specialism: Customer Services
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