
The Client Experience & Retention Manager role at Wesley Financial Group leads the strategic vision and daily operations of the Client Retention department within the Client Support team. Key responsibilities include analyzing Salesforce data to drive retention strategies, developing operational playbooks for complex dispute resolution, and mentoring a team to deliver exceptional client outcomes. The position offers a collaborative onsite environment with a strong emphasis on professional growth, work-life balance, and a supportive culture that values innovation and empathy.



















