Handles inbound and outbound sales and retention calls, identifies customer needs, recommends products and services, overcomes objections, verifies enrollments, updates customer data, manages inquiries, and provides account support. The role requires consultative selling, negotiation, customer service, product knowledge, accurate data entry, problem-solving, and the ability to recommend improved retention strategies to management.
Customer Retention Spec
Purpose:
This position will serve as a sales agent for inbound/outbound Sales and Retention calls, providing customers support and solutions. Perform customer enrollments/sales by determining the customers’ needs and offering appropriate solution/product recommendations. Additional duties would include: data entry, enrollment verification, client interaction and miscellaneous administration. Special projects as assigned.
Summary of Responsibilities:
- Utilize consultative negotiation/sales and customer service skills to identify sales/retention opportunities of new and existing customers
- Overcome customer objections with the purpose of selling products and services
- Handle customer and/or client inquiries regarding account status and follow-up of same
- Capture information and enter data into the computer system in a timely and accurate manner
- Ability to develop a strong rapport with the customer and maintain call control
- Demonstrate strong product/technical knowledge
- Ability to quickly identify customer needs and make appropriate decisions
- Demonstrate a high level of professionalism
- Flexibility to troubleshoot potential challenges with new and existing campaigns and advise management of such
- Recommend new courses of action regarding rebuttals, retention techniques, etc. to management
- Other duties as assigned
Experience/Other Requirements
- Minimum two (2)+ years’ experience in consultative heavy sales environment
- High energy with a proven track record in a sales incentive based structure
- Problem solver, analytical and advanced negotiations skills
- Excellent verbal/written communications skills
- Excellent customer service and organizational skills
- Ability to perform in a fast pace environment
- PC proficiency
Education:
- High school diploma or equivalent, college degree a plus
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Similar Jobs
Information Technology • Internet of Things • Marketing Tech
Conduct proactive outreach to at-risk customers, diagnose retention risks, handle objections, and provide consultative solutions. Support churn reduction, revenue retention, plan optimization, upgrades, and reactivation. Maintain accurate CRM documentation, track outcomes, identify recurring issues, and share improvement opportunities with leadership while meeting outreach and performance targets.
Top Skills:
CRMGhlGoogle CalendarGoogle DocsGoogle SheetsSaaS
News + Entertainment
Handle inbound customer inquiries about account termination across channels, perform churn-gating and retention activities, escalate cases, maintain QA standards, support and create service requests, and provide feedback for process and offer improvements.
Top Skills:
Digital StreamingHome NetworkInstant MessagingMobile TechnologySocial MediaWi-Fi
Big Data • Information Technology • Software • Analytics • Energy
Handles incoming owner-relations calls involving revenue, land, division orders, joint interest billing, accounts receivable, and accounts payable. Logs and follows up on inquiries, resolves customer issues, builds client trust, manages difficult interactions professionally, and provides accurate, timely responses by phone and email. The role also involves cross-training and collaboration to improve customer experience and business operations.
Top Skills:
Case Tracking SystemMS OfficeOil And Gas Software Programs
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
