Strategic Customer Retention Specialist

Wolters Kluwer - Financial Services Solutions; Dallas (TX); On-site; USD 57,000 - 98,000; Full time

Benefits offered by this job

Medical

Dental & Vision

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance

Vacation & Sick Time

Parental Leave

Job summary

Wolters Kluwer - Financial Services Solutions is seeking a Sales Business Retention Representative in the United States. You will engage with existing customers, understand needs, and develop retention strategies.

You will provide product and service support, re-engage lapses, and generate detailed reports to guide marketing and sales. You will collaborate with cross‑functional teams to align retention campaigns and deliver personalized retention plans, contributing to overall customer

Qualifications

• Proven experience in customer retention and account management.
• Strong data analysis and reporting capabilities.
• Excellent communication and negotiation skills.

Responsibilities

• Engage with existing customers to understand needs and concerns.
• Provide product and service support to resolve issues.
• Develop retention strategies based on feedback.
• Re-engage lapsed customers with targeted communications.
• Conduct regular follow-ups to ensure satisfaction.
• Contribute to the development of retention programs.
• Generate detailed reports on interactions and metrics.
• Support sales through data analysis and trend identification.
• Coordinate with marketing to align retention campaigns.
• Assist in creating personalized customer retention plans.

Skills

Enhanced Communication

Advanced Customer Service

Data Analysis

Conflict Resolution

Strategic Thinking

Team Coordination

Analytical Mindset

CRM Proficiency

Job description

Wolters Kluwer - Financial Services Solutions is seeking a Sales Business Retention Representative in the United States. You will engage with existing customers, understand needs, and develop retention strategies.

You will provide product and service support, re-engage lapses, and generate detailed reports to guide marketing and sales. You will collaborate with cross‑functional teams to align retention campaigns and deliver personalized retention plans, contributing to overall customer