Retention Associate

**About Us**:
At **Plum Benefits**, we’re on a mission to revolutionize the employee healthcare and insurance experience in India. We’re building a platform that helps companies care better for their teams—smart, simple, and truly human.

As a leading **insure-tech startup**, we’re backed by world-class investors and trusted by over 5,000+ organizations across the country. Our work is fast-paced, meaningful, and deeply impactful.

**Why This Role Matters**:
As our **Retention Associate**, you’ll be the operational backbone of the Account Management & Retention team. You’ll work closely with our Account Managers who manage key corporate clients and be responsible for ensuring that daily operations, client needs, and backend processes run seamlessly.

By owning operational and execution-heavy workflows, **you’ll unlock scale and strategic bandwidth** for our AMs—allowing them to focus on building deeper client relationships, driving growth, and expanding product adoption.

This role is ideal for someone who is hungry to learn the ropes of account management at a fast-growing startup and is excited about building a career in client success, operations, or B2B growth.

**What You’ll Own**:
As a Retention Associate, you will support the Account Managers by:

- ** Training & Onboarding**: Organize and coordinate employee and admin training sessions for newly onboarded or renewed clients.
- ** TAT Monitoring**: Proactively track endorsements to ensure they’re within agreed Turnaround Times (TATs) and follow up with internal teams in case of delays.
- ** Data & Reporting**: Prepare and share monthly financial reports for Gold & Platinum accounts, ensuring insights are presented in a clear, actionable format.
- ** Review Decks**: Assist in building decks for monthly and quarterly business reviews—turning raw data into storytelling material for AMs.
- ** Engagement Initiatives**: Coordinate on-ground employee engagement activities (like dental/vision check-ups, blood donation drives, etc.), ensuring smooth execution.
- ** Renewal Operations**: Help prepare renewal documentation including burn sheet calculations, RFQs, and internal coordination for pricing discussions.

**What Makes This Role Exciting**:

- ** Fast-Track Learning**: You'll work directly with senior Account Managers and understand the full lifecycle of B2B customer success at a top-tier insure-tech.
- ** Career Growth**: This is a great launchpad for a future role in Account Management, Customer Success, Product Ops, or Business Strategy.
- ** High Ownership**: This is not a support role. You’ll own critical workflows and be entrusted with high-impact responsibilities from Day 1.
- ** Make Real Impact**: Your work will directly affect customer satisfaction, retention, and operational excellence at scale.
- ** Culture of Care**: We’re a health-first company—your well-being, learning, and growth matter deeply to us.

**What We’re Looking For**:

- 1-2 years of experience in client servicing, operations, or support roles (bonus if you’ve worked in a startup, SaaS, or healthcare environment)
- Exceptionally organized and detail-oriented—you never miss a follow-up or deadline
- Excellent verbal and written communication skills—you’re confident engaging with HR teams, customers, and internal stakeholders alike
- Comfortable with spreadsheets, decks, and tools (Excel, Google Slides, basic analytics, etc.)
- Self-starter attitude—you proactively find and fix problems without waiting to be told
- A genuine love for making life easier for others and being the glue that holds teams together