Retention Specialist
At a glance
Mid-level Retention Marketing role at Overflow. Remote, United States · full-time · $55,000–$75,000 base.
remoteroles summary, based on the employer's posting.
What you'll do
- Keep renewal records accurate in HubSpot, track deadlines across your partner portfolio, and alert your manager when accounts show risk
- Answer partner questions, handle routine account requests, and send issues beyond your remit to Support
- Run scheduled renewal, engagement, and overdue-invoice sequences, coordinating with RevOps to keep outreach on track
- Host weekly partner office hours and watch for drops in giving or engagement that may signal churn
- Use product activity to identify partners ready for more, then work with Sales to support adoption
What you bring
- Two to four years in account management, customer success, renewals, or a comparable client-facing role
- Experience using HubSpot or a similar CRM, plus running automated customer outreach at scale
- Strong organization, clear and warm writing, and the ability to manage a high-volume partner portfolio
Who this fits
This mid-level role suits someone comfortable owning renewals and retained revenue across a large partner book, while working through established playbooks and improving processes with a team. The position is remote in the United States, with in-person collaboration about twice a year.
From the employer
Who We Are
Overflow is a Series C, growth-stage technology company on a bold mission: to inspire the world to give. We're a vertical fintech and SaaS platform unlocking more ways to give — cash, stock, crypto, and beyond — through a beautifully designed ecosystem built for high-impact churches, nonprofits, and mission-driven institutions.
Backed by Uncork Capital, Craft Ventures, Salesforce Ventures, R7, and WIF (one of the largest lenders to faith and philanthropic organizations in the country), we're building the infrastructure that makes generosity frictionless at scale.
Our Founding Principles
Overflow was founded on the belief that generosity transforms people and communities. Inspired by Proverbs 11:24 — "The world of the generous gets larger and larger" — we operate with integrity, stewardship, service, and excellence.
How We Work
Overflow operates with a flexible work model. While there is no company-wide in-office requirement, some teams may establish in-person collaboration rhythms based on their function, goals, and team needs.
We maintain offices in Los Gatos, CA and Birmingham, AL for team collaboration, coworking, meetings, and intentional in-person connection. For this role, you'll join the team for in-person collaboration about twice a year.
About the Role
You'll own renewals and partner health for hundreds of our smaller church and nonprofit partners: church plants, startup ministries, and founder-led organizations running on lean teams with limited administrative bandwidth. They need a partner who is responsive, organized, and easy to work with. You'll also support partners who are just getting started with Overflow, so how you show up sets the tone for the rest of their journey.
You'll manage a large book of partners one-to-many, using automated renewal and collections sequences in HubSpot, and you'll carry real ownership of retained revenue. You'll work from proven playbooks, spot partners who need attention before they're at risk, and bring a warm, professional presence to every interaction. You'll report to the Director of Customer Success.
What You Will Do
Renewal Pipeline Management: Own the renewal pipeline for your full book of partners. Keep it clean and accurate in HubSpot, make sure no renewal deadline is missed, and flag at-risk accounts to your manager before they escalate.
Partner Renewal Support: Respond to inbound partner questions with professionalism and clarity. Handle routine account requests efficiently and route anything outside your scope to Support.
Collections: Run the overdue invoice sequence for your book, and resolve or escalate overdue accounts before they become churn risks.
Automated Outreach: Run one-to-many renewal and engagement sequences in HubSpot, using enablement content from our Customer Education team, to keep partners informed and engaged. Follow the established cadence accurately and on schedule, and partner with RevOps to keep sequences running cleanly.
Partner Office Hours: Host weekly office hours that help partners get the most out of Overflow in a one-to-many format.
Giving Signal Monitoring: Watch partner giving signals and respond proactively when activity drops or engagement declines. Share patterns with Success leadership and help identify partners at risk of churning before they do.
Upsell Identification: Use in-product signals to spot partners ready to adopt more of Overflow, and partner with Sales to help them get there.
Cross-Functional Routing: Build reliable working relationships with Support and Onboarding, and route partner issues quickly and clearly with the right context.
KPIs
90% GRR for your book of business
90% on-time renewal closure
Overdue invoice resolution target (set after a one-quarter baseline)
What You Should Have
2–4 years in account management, customer success, renewals, or a similar client-facing role
Strong organizational skills and the ability to manage a high-volume book of business
Hands-on experience with HubSpot or a comparable CRM
Experience running automated, one-to-many customer outreach sequences
Clear, warm, professional written communication
A proactive, ownership-oriented mindset — you surface problems early and come with solutions
Comfort refining processes with a team, experimenting, and adjusting based on results
Alignment with Overflow's mission and values, and comfort with our flexible work model and occasional in-person gatherings
It'd Be Nice If You Had
Experience in nonprofit, philanthropy, or faith-based sectors
Experience in a high-volume, process-driven customer-facing environment
Experience in a fast-paced startup environment
Tools and Systems
General Tools: Slack, Google Workspace, Notion, Zoom
Partner Management: HubSpot, Monday.com
AI & Automation: Claude, Loom
Our Compensation Philosophy
The estimated starting base salary range for this position is $55,000 - $75,000 USD, depending on location and experience.
Overflow's compensation philosophy is rooted in Carta Total Compensation benchmarks, ensuring pay that is competitive by role, geography, and function. Actual compensation may vary based on factors including job-related skills, experience, interview performance, and market data.
Total compensation may also include equity, performance-based bonuses (for eligible roles), and a comprehensive benefits package. We believe equity is a meaningful part of building long-term ownership — when Overflow wins, our team should share in that upside.
Benefits & Perks
Overflow offers a thoughtful benefits package designed to support your well-being, growth, and life outside of work, including:
Competitive base salary with equity
Medical, dental, and vision coverage for employees and dependents
Generous paid time off and company holidays
Paid parental leave
401(k) retirement plan
Dedicated mental health and therapy stipend to support personal well-being
Team retreats and intentional in-person gatherings throughout the year
Overflow is proud to be an equal opportunity employer and is committed to building a diverse and inclusive team.
Retention Marketing work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Retention MarketingRemote$50k+
Find me workBy the team behind remoteroles.