
Customer Retention Agent
1 day ago
Drive customer satisfaction through seamless subscription renewals and migrations to a new platform.
Key Responsibilities:
- Execute subscription renewal lifecycle, including notification, quote building, and closure for accounts.
- Migrate customers to the new ordering platform at renewal time.
- Identify and execute upsells within the customer base.
- E nsure invoice accuracy and collaborate with finance teams for timely payment collection.
- Analyze data and trends to discover growth opportunities.
- Embrace AI in repetitive tasks and be open to automating tasks using AI. Self-directed learning on AI skills is highly valued.
Required Skills and Qualifications:
- Excellent verbal and written communication skills.
- Highly detail-oriented with the ability to handle a large volume of accounts, tasks, and responsibilities.
- Strong customer service, listening, and presentation skills.
- Bachelor's Degree or equivalent experience.
- SaaS-based application experience.
- Experience working with Salesforce.com is preferred.
- Self-starter with high energy, positive attitude, and customer focus.
- Proficient in Microsoft Office (Excel, PowerPoint, Word, Outlook).
- Experience with robotic automation/AI tools is highly preferred.
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