
Client Retention Specialist
2 weeks ago
We are seeking a proactive specialist to manage customer interactions, encourage subscription purchases and resolve outstanding overages. This role involves contacting customers whose trials have expired, facilitating purchases, processing orders and addressing account issues.
You will track follow-ups, monitor outcomes and generate reports on key metrics like conversions and account actions. The ideal candidate will have advanced knowledge of Microsoft Excel software, analytical skills, organizational skills, problem-solving ability, experience in customer service, strong communication and negotiation skills, and proficiency with CRM systems.
Key Responsibilities:
- Contact customers to resolve outstanding overages or encourage subscription purchases post-trial expiration.
- Process orders promptly after the customer reaches out and sends purchase confirmation.
- Coordinate account suspensions for non-response as needed, ensuring proper documentation.
- Maintain detailed records of follow-ups and interactions.
- Generate reports on:
- Number of follow-ups conducted.
- Conversion rates from trials to purchases.
- Accounts suspended due to non-response.
Our Company Culture:
We value diversity, integrity, experience, honesty, people, humanity and passion for excellence. We use cutting-edge technologies to stay ahead of the curve and foster a flexible work environment that encourages creativity and innovation.
Key Qualifications:
- Advanced knowledge of Microsoft Excel software.
- Brief note: Experience using Microsoft Word
- Analytical skills to track performance metrics and improve processes.
- Organized and detail-oriented with the ability to meet deadlines.
- Problem Solving ability.
- Experience in customer service.
- Strong communication and negotiation skills.
- Proficiency with CRM systems.
- Experience in Zendesk.
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