Retention Specialist

The role

You will own renewals and partner health for hundreds of smaller church and nonprofit partners. You will manage a large book of partners one-to-many using automated sequences in HubSpot and carry ownership of retained revenue.

What you will do

• Own the renewal pipeline for your full book of partners
• Keep HubSpot clean and accurate
• Respond to inbound partner questions
• Run the overdue invoice sequence and resolve or escalate overdue accounts
• Run one-to-many renewal and engagement sequences in HubSpot
• Host weekly office hours for partners
• Monitor partner giving signals and respond to declining activity
• Identify upsell opportunities and partner with Sales
• Route partner issues to Support and Onboarding

Required qualifications

• 2–4 years in account management, customer success, renewals, or a similar client-facing role
• Strong organizational skills
• 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
• Proactive, ownership-oriented mindset
• Comfort refining processes with a team, experimenting, and adjusting based on results
• Alignment with Overflow's mission and values
• Comfort with flexible work model and occasional in-person gatherings

Nice to have

• 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

Benefits

• 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
• Team retreats and intentional in-person gatherings

About the company

Overflow is a Series C, growth-stage technology company and vertical fintech and SaaS platform. They build infrastructure for high-impact churches, nonprofits, and mission-driven institutions.