Portfolio Growth Specialist

About the Role

We are seeking a dynamic and analytical Portfolio Growth Specialist to join the Autobia team. In this pivotal role, you will be responsible for driving client engagement, retention, and growth throughout the customer lifecycle. Your expertise will ensure that activated clients not only remain satisfied but also expand their relationship with Autobia, contributing to long-term business success. This position requires a blend of strategic thinking, data-driven decision-making, and strong client-centric communication skills.

Key Responsibilities

Client Segmentation & Portfolio Analytics

• Segmentation & Classification: Apply and maintain Autobia’s client segmentation model, ensuring accurate and up-to-date classifications based on client activity, growth potential, and engagement metrics.
• Behavioral Analysis: Examine client usage patterns and behavioral trends to pinpoint engagement gaps, identify high-potential growth opportunities, and detect early signals of churn.
• Health Monitoring: Track and update client health indicators using established frameworks, promptly flagging insights, anomalies, or risks to the Program Manager for informed decision-making.
• Data-Driven Insights: Provide the Program Manager with actionable, data-backed recommendations to support strategic decisions related to credit limits, portfolio adjustments, and resource allocation.

Retention & Growth Strategy

• Targeted Initiatives: Develop and execute tailored retention and engagement strategies designed to meet the unique needs of each client segment.
• Credit Limit Optimization: Identify and prioritize high-potential clients for credit limit growth, proactively escalating recommendations to the Program Manager for approval and implementation.
• Cross-Sell & Upsell Opportunities: Collaborate with commercial teams to uncover and capitalize on cross-sell and upsell opportunities within the broader Autobia ecosystem, driving incremental revenue and client value.
• Performance Tracking: Monitor the effectiveness of retention initiatives, analyze outcomes, and refine strategies to maximize client satisfaction and portfolio growth.

Client Success & Satisfaction

• KPI Tracking: Measure and track key performance indicators such as Net Promoter Score (NPS), engagement rate, and portfolio utilization rate to assess client satisfaction and portfolio health.
• Client Advocacy: Serve as the internal advocate for clients, identifying recurring issues, service gaps, and unmet needs, and communicating these insights to the Program Manager for resolution.
• Proactive Intervention: Flag clients exhibiting declining activity to relevant stakeholders and propose targeted intervention strategies to re-engage them and mitigate churn risk.

Qualifications & Skills

Essential Requirements

• Education: Bachelor’s degree in Business Administration, Marketing, Data Analytics, Economics, or a related field.
• Experience: 1–2 years of relevant experience in client success, growth management, CRM, or commercial analytics.
• Analytical Proficiency: Strong analytical skills with the ability to develop client segmentation models and extract actionable insights from complex datasets.
• Technical Skills: Advanced proficiency in Microsoft Excel, with the ability to manipulate data, create reports, and build dashboards.
• Communication: Excellent written and verbal communication skills, with the ability to present data-driven insights clearly and persuasively to stakeholders at all levels.
• CRM & Lifecycle Knowledge: Familiarity with CRM platforms and a solid understanding of client lifecycle management principles.
• Initiative & Adaptability: Self-motivated professional capable of designing and implementing processes and frameworks in a fast-paced, high-growth environment.

Preferred Qualifications

• Data Visualization: Experience with Power BI, Tableau, or similar tools to create compelling visualizations and reports.
• B2B Expertise: Understanding of B2B client relationship dynamics and the ability to tailor engagement strategies to different client segments.

If you are a results-oriented professional with a passion for driving client growth and a knack for turning data into strategic action, we invite you to apply and become a key contributor to Autobia’s success.