The Retention Agent is responsible for managing a portfolio of UAE-based client renewals across Truckoom's Trace, Asateel, and SecurePath subscriptions. This is an experienced individual-contributor role - the agent owns their renewal pipeline end-to-end, handles client outreach and objection-handling directly, and keeps CRM records clean and current. The role sits within the Islamabad retention team, working closely with the Retention Manager on forecasting, escalations, and account risk.
Key Responsibilities
- Own a defined book of UAE client accounts and manage renewals from expiry forecast through to closed renewal
- Proactively reach out to clients ahead of subscription expiry via calls, WhatsApp, and email
- Track renewal status, next-action dates, and follow-ups accurately in the CRM
- Handle day-to-day client conversations on pricing, service concerns, and subscription terms
- Identify and address at-risk accounts before lapse - pricing pushback, competitor interest, service dissatisfaction
- Escalate accounts requiring commercial exceptions or technical intervention to the Retention Manager with clear context
- Generate certificates for applicable subscriptions upon activation or renewal
- Apply for and track relevant permits tied to certified subscriptions, ensuring timely submission and follow-up to completion
Account & Data Hygiene
- Maintain accurate, up-to-date records for every account in the assigned portfolio
- Support handover documentation when accounts move between agents or teams
- Reporting
- Provide daily/weekly updates on portfolio status, renewal forecasts, and at-risk accounts to the Retention Manager
- Contribute accurate inputs to team-level MIS and forecasting
Requirements
- 1-2+ years of experience in renewals, retention, telesales, or account management - ideally in a BPO, subscription, or SaaS/services environment
- Strong verbal and written English; comfortable speaking directly with UAE-based clients
- Proven ability to handle objections and hold renewal conversations independently, with minimal hand-holding
- Working proficiency with CRM systems; ERPNext/Frappe experience is a plus
- Comfortable with basic reporting and CRM discipline (accurate, timely data entry)
- Based in or willing to work from Islamabad
Nice to Have
- Prior experience with GPS fleet management, telematics, or IoT subscription products
- Exposure to UAE market client communication norms
Key Performance Indicators (KPIs)
- Individual renewal rate (%) on assigned portfolio
- Churn/attrition rate on assigned accounts
- CRM data hygiene / timeliness of updates
- Call/outreach activity volume and quality
- Escalation quality (clear, timely, well-documented)