FinTech Retention Specialist - Build Lasting Member Success

Better Talent; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Quarterly Bonus Opportunities

401(k) with Company Match

Generous Paid Time Off

Employee Recognition Programs

Collaborative Culture

Job summary

AutoPayPlus in Orlando, FL is seeking a Retention Specialist to help members stay enrolled, reduce cancellations, and strengthen long-term relationships. You will use CRM tools to understand member needs, propose personalized solutions, and document all interactions to drive better outcomes.

Join a fast-growing FinTech team offering quarterly bonuses, 401(k) match, generous PTO, and ongoing training. If you excel at communication, problem-solving, and building trust with members, apply today.

Qualifications

• 2+ years of experience in sales, customer retention, customer service, account management, collections, customer success, or financial services.
• Excellent communication, active listening, and relationship-building skills.
• Strong problem-solving and conflict-resolution abilities.
• Sales experience identifying customer needs, presenting solutions, overcoming objections, and meeting performance goals.
• Experience using CRM systems (Creatio, Salesforce, HubSpot, or similar).

Responsibilities

• Assist members who are considering canceling their membership by understanding their needs and offering personalized solutions.
• Educate members on the benefits of AutoPayPlus and available retention options.
• Proactively reach out to members with account concerns to help prevent cancellations.
• Re-engage former members who may qualify to return to the program.
• Document all member interactions accurately within our CRM system.
• Collaborate with your team to improve the member experience and retention strategies.
• Meet performance goals related to member retention, quality, and customer satisfaction.

Skills

Customer retention

Communication

Relationship-building

Problem-solving

Sales experience

CRM usage

Tools

Creatio

Salesforce

HubSpot

Job description

AutoPayPlus in Orlando, FL is seeking a Retention Specialist to help members stay enrolled, reduce cancellations, and strengthen long-term relationships. You will use CRM tools to understand member needs, propose personalized solutions, and document all interactions to drive better outcomes.

Join a fast-growing FinTech team offering quarterly bonuses, 401(k) match, generous PTO, and ongoing training. If you excel at communication, problem-solving, and building trust with members, apply today.