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US

  • Manage and maintain customer payment plans, ensuring accuracy and continuity
  • Proactively contact customers to support retention and prevent cancellations
  • Handle inbound and outbound customer inquiries related to payments and accounts

Customer Service Account Management Problem-solving Microsoft Office Communication

20 jobs similar to Retention Specialist

Jobs ranked by similarity.

US 4w PTO

  • Educate and support Trupanion customers who are requesting to cancel their policy by delivering exceptional service through inbound calls and email.
  • De-escalate challenging situations with empathy and professionalism, using strong communication skills while embodying Trupanion’s core values.
  • Consistently meet or exceed productivity and quality targets while adhering to 90% of scheduled shifts.

Trupanion is a leading provider of medical insurance for cats and dogs in North America. They offer a collaborative pet-friendly environment where everyone is encouraged to be themselves.

Global

  • Conduct daily outbound outreach to assigned accounts.
  • Identify root causes behind customer concerns through active listening.
  • Deliver personalized, positive support aligned with the company brand.

HighLevel is an AI-powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. They are proud to support a global and growing community of over 1 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries.

US Unlimited PTO

  • Handle maintenance, collection and liquidation activities for an assigned portfolio of accounts.
  • Handle a variety of customer inquiries, analyze payment history/notes, and communicate statuses to customers.
  • Maintain accurate records of customer interactions, including any issues that arise and their resolution.

Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. They are Great Place to Work certified and have been in business for over 35 years, working with some of the world’s most known brands.

$32,240–$137,409/yr
US

  • Manage live inbound calls and scheduled appointments using a consultative approach.
  • Build trust quickly and guide clients through our enrollment process.
  • Meet and exceed daily, weekly, and monthly performance goals.

TurboDebt helps people regain control of their finances and build a path toward a debt-free future. They are a top-rated debt relief organization with over 300 team members across the country, providing customized repayment solutions and expert guidance to their clients.

$18–$18/hr
US

  • Increase collection of outstanding payments.
  • Identify accounts with overdue payments and find solutions.
  • Maintain daily, weekly and monthly collection goals.

GoodLeap is a technology company delivering financing and software for sustainable solutions. Over 1 million homeowners have benefited from their technology, and thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s applications to drive customer communication and business intelligence.

US Unlimited PTO

  • Responsible for handling inbound and outbound calls providing quality service.
  • Assist members with billing questions, cancellations, and resolve account delinquencies.
  • Review accounts, answer customer questions, and maintain quality and adherence standards.

ABC Fitness is a leading software provider for fitness businesses globally, supporting 30K clubs, 650K coaches, 40M members, and processing over $12B in payments annually. They foster a culture built on respect, trust, and belonging, promoting growth and collaboration.

US

  • Initiate contact with consumers to negotiate payment plans and collect outstanding debts.
  • Maintain accurate records of communication and collection activities, prioritize collection efforts.
  • Negotiate payment arrangements with debtors, handle inquiries, and adhere to data protection guidelines.

CCMR3 specializes in providing debt recovery solutions with empathy and integrity. They are committed to upholding the highest standards of ethical conduct. They foster a dynamic, fast-paced environment where driven and innovative individuals can thrive.

$65,000–$70,000/yr
US

  • Communicate with our customers to identify their needs and help them establish their 401(k) plans
  • Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement
  • Work cross-functionally within our organization (specifically with sales and account management) to make sure customer needs are met

Human Interest aims to provide all workers access to retirement benefits. They're a high-growth fintech company changing the retirement industry.

US

  • Maintain and manage loans in loss mitigation as part of the SPOC team.
  • Answer inbound calls and return voicemail and handle escalations.
  • Negotiate payment arrangements and explain Loss Mitigation options.

LoanCare is a leading full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. Backed by Fidelity National Financial (NYSE: FNF), they offer a career foundation built on integrity, innovation, and collaboration.

US

  • Execute retention, adoption, and success lifecycle programs defined by Customer Marketing strategy.
  • Deliver onboarding, value-realisation, and renewal-adjacent communications with Marketing Automation and Content teams.
  • Execute operational and support-related customer communications, ensuring accuracy, timeliness, and clarity.

Geotab is a global leader in IoT and connected transportation and certified “Great Place to Work™.” They connect commercial vehicles to the internet and provide web-based analytics to help customers better manage their fleets. Geotab is a fast paced, ever changing environment with a fun and inclusive work culture where people follow their passion and think differently.

US 1w PTO

  • Manage a portfolio of 25-40 mid-market accounts, focusing on retention, churn prevention, and growth opportunities.
  • Execute the full sales cycle for renewals, upsells, and value-added services within your portfolio.
  • Execute strategic nurture campaigns to enhance product adoption and accelerate time to value.

Xplor provides cloud-based technology solutions to small and medium-sized businesses, enabling them to manage their business operations. They focus on helping businesses get paid quickly and securely with their Xplor Pay platform. Xplor has a global network of talented colleagues.

US

  • Provide high level of customer service both internally and externally.
  • Act as a liaison between the client, sales team, main lab, supply, courier, LIS, client services and billing.
  • Conduct ongoing on-site visits to client accounts to initiate and form relationships in an effort to retain client relationships.

Northwestern Medicine strives to set itself apart as a leader in the healthcare industry, prioritizing a patient-first approach for positive workplace interactions. Benefits include tuition reimbursement, loan forgiveness, 401(k) matching and lifecycle benefits, seeking to take care of its employees.

$55,000–$65,000/yr
US

  • Be the voice of the customer and navigate internal processes.
  • Act as a liaison between clients and internal teams.
  • Assist with challenging customer requests or issue escalations as needed.

Enumerate provides services to associations, helping them manage their finances and operations. They are focused on customer service and creating solutions for associations.

$42,000–$49,000/yr
US Unlimited PTO

  • Manage a high volume of inbound client communications across multiple channels.
  • Handle phone inquiries professionally and efficiently, maintaining an average response time of under 3 minutes.
  • Document all client interactions thoroughly in our CX platform to ensure seamless follow-up and support.

[solidcore] is a fitness company. They are looking for a empathetic, strategic, and mission-driven team member to join their CX Operations team.

US

  • Increase the collection of outstanding payments.
  • Identify accounts with overdue payments and find solutions.
  • Maintain daily, weekly and monthly collection goals.

GoodLeap is a technology company delivering financing and software products for sustainable solutions. Over 1 million homeowners have benefited from their technology. Thousands of professionals rely on GoodLeap’s applications and developer tools to drive transparent customer communication, deeper business intelligence, and streamlined payment and operations.

US

  • Serve as the primary point of contact for assigned clients, fostering strong, long-term relationships.
  • Lead retention efforts by identifying at-risk accounts and executing recovery plans.
  • Develop strategic account plans aligned with client needs and organizational goals.

Sodexo is dedicated to creating a better everyday life for everyone and building a better life for all. They improve the quality of life for those they serve and contribute to the economic, social, and environmental progress in the communities where they operate. They provide food service, catering, facilities management, and other integrated solutions worldwide.

US

  • Reduce churn and downgrades by engaging customers at critical moments.
  • Provide product guidance and reinforce self-service resources.
  • Refine save motions, upgrade experiences, and adoption workflows.

Squire is a business management system designed for barbers, shop owners, and their communities. They provide custom-branded tools, resources, and guidance to help barbers attract and retain more customers, efficiently manage their shop operations, and increase their revenue. Founded in 2015, Squire is trusted by more than 30,000 barbers across 5,000+ shops in thousands of cities worldwide.

$800–$1,000/mo
Latin America

  • Make outbound collection calls and handle inbound communications.
  • Negotiate payment arrangements, process payments, and secure promises to pay.
  • Accurately verify debtor identity and account details.

Solvo Global provides various business solutions. The company seems to have a global reach and promotes a remote-friendly work environment.

US

  • Receive and contact warm leads daily through an outbound auto-dialer.
  • Follow a consultative selling approach while showing empathy, educating the potential member on the benefits of our debt resolution program, overcoming objections, and closing the sale in 1-2 calls
  • Consistently meet and/or exceed sales goals and performance metrics

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees and offer a place where their employees can make a true impact, have a sense of belonging, establish a fulfilling career, and put their well-being first.

US

  • Serve as the client liaison for all incoming intake calls to the organization in a welcoming, energetic manner.
  • Demonstrate knowledge of organizational structure and criteria to clients, providing educated answers to clinical questions.
  • Initiate client Biopsychosocial Assessment by utilizing motivational interviewing techniques and schedule initial intake appointment utilizing EMR.

Groups Recover Together was founded in 2014 to make treatment for opioid addiction respectful, accessible, and affordable. They empower their members to regain control of their lives through a combination of community support, outpatient weekly group therapy and medication.