Member Retention Advocate — Growth in FinTech

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

Benefits offered by this job

100% Employer-Paid Medical, Dental & 1

401(k) with Company Match

Generous PTO & Paid Holidays

Ongoing Training & Career GrowthOpport

Employee Recognition Programs

Collaborative culture focused on TEAM

Quarterly Bonus Opportunities

Job summary

AutoPayPlus in Orlando is seeking aRetention Specialist to help members stay enrolled, reduce cancellations, and strengthen long-term relationships. Every conversation is a chance to provide solutions and build trust while guiding members toward financial goals.

The role emphasizes proactive outreach, CRM-based documentation, and collaboration with the team to meet retention, quality, and customer-satisfaction targets.

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.
• Experience using CRM systems (Creatio, Salesforce, HubSpot, or similar).
• Ability to thrive in a fast-paced, goal-oriented environment.
• Financial services or FinTech experience is a plus.
• Bilingual (English/Spanish) is highly preferred.

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

CRM proficiency

Communication skills

Problem solving

Bilingual English/Spanish

Sales / retention experience

Tools

Creatio

Salesforce

HubSpot

Job description

AutoPayPlus in Orlando is seeking aRetention Specialist to help members stay enrolled, reduce cancellations, and strengthen long-term relationships. Every conversation is a chance to provide solutions and build trust while guiding members toward financial goals.

The role emphasizes proactive outreach, CRM-based documentation, and collaboration with the team to meet retention, quality, and customer-satisfaction targets.