Client Retention & Growth Associate

Quick Capital Funding; Irvine (CA); On-site; USD 28,000 - 29,000; Full time

Job summary

Quick Capital Funding is seeking a Business Development – Client Retention Specialist to engage with clients over the phone, manage win-back campaigns, and protect portfolio health. The role emphasizes high focus, initiative, and a coachable attitude, with entry-level training provided.

Starting pay is $20-$21 per hour, plus incentives as you grow; this is a real entry path into finance where performance drives rewards and professional development.

Responsibilities

• Win-Back & Retention: Re-engage dormant accounts and lock in long-term retention.
• Portfolio Health: Proactively check in on active clients, resolve friction, and keep satisfaction high.
• Account Navigation: Guide clients through program updates so they feel supported at every step.
• Growth Coordination: Spot expansion signals and schedule reviews with the sales team.
• CRM Tracking: Keep precise records of every touchpoint.

Job description

Quick Capital Funding is seeking a Business Development – Client Retention Specialist to engage with clients over the phone, manage win-back campaigns, and protect portfolio health. The role emphasizes high focus, initiative, and a coachable attitude, with entry-level training provided.

Starting pay is $20-$21 per hour, plus incentives as you grow; this is a real entry path into finance where performance drives rewards and professional development.