
Yevhenii Ihnat
@sunnydaywalker
Retention Team Leader in financial services, coaching teams and handling complex customer escalations to support retention and repeat sales.
What I'm looking for
At a Confidential Financial Services Company, I lead daily retention operations, support KPI execution, and coach team members through one-to-one reviews and development plans.
I handle complex customer escalations and support retention, repeat-sales, and relationship strategies across the customer lifecycle. I also identify churn drivers and process gaps, collaborating with other teams to improve workflows and customer handling.
Previously, as a Retention Manager, I worked with customers at risk of cancellation, diagnosed churn drivers, and developed tailored retention solutions. I also handled negotiations and objections while identifying appropriate upsell and cross-sell opportunities.
My earlier experience as a Sales Agent included consultative, needs-based selling and CRM recordkeeping. My maritime education in Navigation and Ship Handling gives me a foundation in vessel operations relevant to maritime and logistics technology.
Experience
Work history, roles, and key accomplishments
Team Leader of Retention
Confidential Financial Services Company
Jan 2024 - Present (2 years 8 months)
Lead daily retention operations, team performance and KPI execution; coach and mentor team members. Handle complex customer escalations and support retention strategies.
Retention Manager
Confidential Financial Services Company
Sep 2023 - Jan 2024 (4 months)
Managed customers at risk of cancellation, diagnosed churn drivers and developed retention solutions. Conducted negotiation and objection handling while identifying upsell and cross-sell opportunities.
Sales Agent
Confidential Financial Services Company
May 2022 - Aug 2023 (1 year 3 months)
Managed customer interactions through the sales process using consultative, needs-based selling and structured objection handling. Maintained accurate CRM records and worked toward sales targets.
Education
Degrees, certifications, and relevant coursework
Dragomanov Ukrainian State University
Master’s Degree, English Philology
2024 -
Master’s degree in English Philology, ongoing as of 2026.
Danube Institute of National University “Odesa Maritime Academy”
Bachelor’s Degree, Navigation and Ship Handling
2017 - 2022
Bachelor’s degree in Navigation and Ship Handling, covering vessel navigation, passage planning, bridge procedures, maritime safety, ship handling, and merchant-vessel operations.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Skills
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