Customer Retention Specialist

Role Overview

The Customer Retention Specialist is a high-skilled customer service professional responsible for reducing cancellation risk by connecting with our current client base. The role involves negotiating contracts, creating scopes of work, and maintaining customer relationships.

What You Will Do

Responsibilities include responding to cancellation requests, working with clients to review contracts, acquiring product and service knowledge, and creating a great client experience.

Why It Might Be a Fit

The ideal candidate is a positive relationship builder with strong people skills, attention to detail, and problem-solving abilities. They should be confident, enthusiastic, and have excellent communication skills.

Requirements

• High school diploma or equivalent
• Minimum of two years of high-skilled customer service work experience
• Strong people skills
• Attention to detail and problem-solving
• Confident and enthusiastic
• Excellent communication skills – verbal and written; strong typing skills
• Supportive team player with strong work ethic
• Strong organization skills
• Willing to learn and ask questions
• At least intermediate skill level using Microsoft Office Suite, including Word, Excel, and Outlook
• Knowledge in Sedona, Manitou, SalesForce or similar CRM software a plus

Benefits

• Medical insurance with 1 HSA and 2 PPO plan options
• Dental, vision, life, short- and long-term disability insurance
• 401k with company contribution
• Employee Assistance Program (EAP)
• Company paid telemedicine 24/7 access
• 8 paid holidays, plus 1 floating holiday
• 15 days of PTO accrued in year 1
• Generous referral bonus program
• Work life balance (a must!)
• Team building, company events, attendance at our annual meeting and fun night, and other fun events
• Relaxed professional dress code

Tagged as: Excel, Salesforce