Remote Client Success & Retention Specialist

OP RaaS; Houston (TX); Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

BONUS PROGRAM

Job summary

OP RaaS in Houston, TX, seeks a Client Retention Specialist to safeguard relationships with existing customers. You will contact clients considering canceling or downgrading, resolve issues, and tailor solutions using CRM tools to retain business.

The role requires 2+ years in customer-facing roles, strong communication, and problem-solving skills. It offers remote work with a distraction-free home setup and a performance-based bonus, with emphasis on empathy and customer satisfaction.

Qualifications

• Minimum of 2 years in a customer-facing role, preferably in retention within financial services.
• Excellent verbal and written communication with empathy and connection.
• Strong analytical and problem-solving skills to understand client needs.
• Ability to work in a fast-paced environment with changing priorities.
• Willingness to work with a team to achieve goals.
• Proficiency with CRM software and various computer applications.
• Spanish (preferred, not required).

Responsibilities

• Initiate outbound calls to existing clients to understand their needs and provide guidance.
• Develop and implement retention strategies to reduce attrition.
• Identify and resolve client concerns in a timely, effective manner.
• Tailor personalized solutions to address clients' needs and promote value.
• Foster strong relationships and earn client trust through exceptional service.
• Gather and document customer feedback for product and experience improvements.
• Maintain a comprehensive understanding of financial products and services.
• Provide support in other tasks to achieve high client success.

Skills

Customer service

Retention

CRM software

Communication

Tools

CRM software

Job description

OP RaaS in Houston, TX, seeks a Client Retention Specialist to safeguard relationships with existing customers. You will contact clients considering canceling or downgrading, resolve issues, and tailor solutions using CRM tools to retain business.

The role requires 2+ years in customer-facing roles, strong communication, and problem-solving skills. It offers remote work with a distraction-free home setup and a performance-based bonus, with emphasis on empathy and customer satisfaction.