Post-Sale Success & Retention Specialist

Crux Haven Opco LLC; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay based on experience

On-the-job training

Growth opportunities

Team-oriented environment

Consistent year-round work

Benefits + PTO

Job summary

Veridian Service Partners is seeking a Customer Success professional to own post-sale cancellations, de-escalate objections, and construct win-win resolutions that protect revenue. You will work from a defined menu of options, escalating beyond limits when necessary and documenting root causes for continuous improvement.

As the first line in customer recovery, you will build the save playbook, report on retention metrics, and help scale the team as the business grows across markets.

Qualifications

• 3+ years in retention, escalations, or save-desk in a high-volume environment.
• Experience working across sales, field operations, and project management to resolve customer issues.
• CRM case management proficiency; Salesforce (or i360) preferred.

Responsibilities

• Own every post-sale cancellation request; drive the save and keep projects on books.
• De-escalate, surface objections, and build a resolution path within defined limits.
• Follow defined resolution options; escalate beyond limits to leadership when needed.
• Handoff saved projects to the project manager and re-engage the customer as needed.
• Document root causes of cancellations; monitor at-risk projects across markets.

Skills

CRM ownership

Customer advocacy

Empathy with accountability

Ownership & follow-through

Clear, calm communication

Tools

Salesforce

i360

Five9

Job description

Veridian Service Partners is seeking a Customer Success professional to own post-sale cancellations, de-escalate objections, and construct win-win resolutions that protect revenue. You will work from a defined menu of options, escalating beyond limits when necessary and documenting root causes for continuous improvement.

As the first line in customer recovery, you will build the save playbook, report on retention metrics, and help scale the team as the business grows across markets.