Client Success & Retention Specialist

Oath; Tulsa (OK); Presencial; USD 42.000 - 56.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance

401(k) with employer matching

People-first culture

Mission-driven company

Descripción de la vacante

Oath is seeking a driven Client Retention Specialist to strengthen relationships with clients and keep them engaged with our services. You will connect with clients, respond to questions, and guide them through available resources to ensure a positive journey with Oath.

You will coordinate with internal teams, track client journeys, and look for opportunities to improve the overall experience. A proactive, empathetic communicator with strong organization will thrive here.

Formación

• Strong relationship-building skills with clients
• Excellent organizational abilities and attention to detail
• Proactive approach to addressing client needs and issues

Responsabilidades

• Build and maintain strong, trusted relationships with clients throughout their experience with Oath
• Serve as a primary point of contact for clients needing support, guidance, or follow-up
• Proactively reach out to clients to strengthen engagement and reinforce service value
• Identify at-risk clients and develop strategies to re-engage them
• Listen to client feedback and help identify opportunities to improve the experience
• Coordinate with attorneys, advisors, and internal teams to resolve client concerns quickly
• Communicate clearly, timely, and professionally to clients
• Help clients navigate next steps and available resources
• Maintain up-to-date client information and communications in our systems
• Create a seamless, high-quality client experience through every interaction

Conocimientos

Relationship building

Organizational skills

Proactive mindset

Empathy

Communication

Problem solving

Descripción del empleo

Oath is seeking a driven Client Retention Specialist to strengthen relationships with clients and keep them engaged with our services. You will connect with clients, respond to questions, and guide them through available resources to ensure a positive journey with Oath.

You will coordinate with internal teams, track client journeys, and look for opportunities to improve the overall experience. A proactive, empathetic communicator with strong organization will thrive here.