On-Site Customer Retention Specialist – Financial Services

Placements24; Bloemfontein; Sur place; ZAR 320 000 - 520 000; Plein temps

Avantages offerts par ce poste

Bonuses

Medical aid

Retirement plan

Training programs

Annual leave

Résumé du poste

Placements24 in Bloemfontein, Free State is seeking a Customer Retention Specialist to protect and grow client relationships in a busy financial services office. The role emphasizes reducing churn through proactive outreach, data-driven insights, and collaboration with cross-functional teams in a strictly on-site setting.

You will analyze feedback, design tailored retention strategies, and negotiate incentives to retain clients, while maintaining thorough CRM records and contributing to team

Qualifications

• Minimum 3 years in customer retention, account management, or similar client-facing roles in financial services.
• Experience analyzing customer feedback, usage data and interaction history to reduce churn.
• Strong negotiation, communication and interpersonal skills are required.

Responsabilités

• Monitor accounts for churn signals and engage at‑risk clients.
• Analyze feedback and usage patterns to identify root causes of dissatisfaction.
• Develop and execute tailored retention strategies and offers.
• Serve as primary contact for dissatisfied clients and negotiate solutions.
• Collaborate with sales, support and product teams to address retention issues.
• Maintain detailed CRM records of interactions and outcomes.
• Provide management with insights on retention trends and opportunities.
• Contribute to best practices and training for retention programs.
• Meet or exceed retention targets as an individual and team.

Connaissances

Customer retention

Analytical skills

Negotiation

CRM software

Communication

Problem solving

Formation

Bachelor's degree in Business/Marketing/Finance

Outils

CRM software

Retention tools

Description du poste

Placements24 in Bloemfontein, Free State is seeking a Customer Retention Specialist to protect and grow client relationships in a busy financial services office. The role emphasizes reducing churn through proactive outreach, data-driven insights, and collaboration with cross-functional teams in a strictly on-site setting.

You will analyze feedback, design tailored retention strategies, and negotiate incentives to retain clients, while maintaining thorough CRM records and contributing to team