
Customer Retention Specialist I
Posted May 31

Posted May 31
This is a fully remote position, open to applicants in India.
• Perform daily outreach activities (calls, emails, follow-ups) to designated accounts.
• Interact with customers identified for: declining HealthScore, payment issues, intent to cancel, low product utilization, and potential reactivation.
• Determine underlying issues related to customer concerns through attentive listening and inquiry.
• Offer consultative advice and structured solutions to enhance customer retention and support.
• Clearly and confidently articulate the value of HighLevel’s services.
• Professionally manage objections and strive for outcomes that benefit both parties.
• Recognize opportunities for plan enhancements, upgrades, or reactivation when suitable.
• Assist in reducing churn and achieving revenue retention objectives by escalating ongoing issues to management.
• Provide personalized, positive assistance that aligns with the company’s brand values.
• Meticulously document all interactions and update CRM records in GHL.
• Keep thorough documentation to ensure transparency and track performance.
• Spot trends and recurring challenges that affect customer retention.
• Relay feedback to leadership regarding potential improvement areas.
• Maintain comprehensive knowledge of HighLevel services and industry best practices.
• Take responsibility for individual performance metrics and outreach goals.
• Proficient English communication skills (both verbal and written).
• Strong abilities in objection handling and follow-up.
• Experience in a remote work setting with defined daily targets.
• Methodical, process-oriented, and detail-focused approach.
• Familiarity with SaaS products and CRM platforms (experience with GHL is an advantage).
• Proficient in Google Suite (Docs, Sheets, Calendar).
• Capable of juggling multiple tasks while maintaining quality.
• Customer-centric attitude with a high degree of emotional intelligence.
• Comfortable working in a fast-paced, data-centric environment.
• Dependable high-speed internet and a workspace free from distractions.
• Bachelor’s degree is preferred.
• At least 2 years of experience in Customer Service or B2B Sales.
• Equal Employment Opportunity Employer.
• Recommendation for Privacy Policy review.
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