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About the role

  • Client retention specialist resolving complex customer issues for a profitable information and software products company. Restoring trust, reducing refunds, and protecting long-term customer value.

Responsibilities

  • Take ownership of at-risk customer cases involving dissatisfaction, disengagement, cancellation, refund concerns, or loss of confidence
  • Contact assigned customers quickly by telephone and use SMS and email when appropriate
  • Review the customer’s complete journey before making contact to understand the history, context, and potential issues
  • Speak directly with customers by phone and build trust quickly, even when emotions are high
  • Diagnose practical, technical, delivery, expectation, or mindset blockers and identify the true root cause of the issue
  • Troubleshoot appropriate issues directly and coordinate additional support when required
  • Lead calm, confident resolution and de-escalation conversations
  • Separate the immediate complaint from the underlying issue and determine the most appropriate path forward
  • Help customers reframe unhelpful conclusions without dismissing legitimate concerns
  • Reconnect customers with their original goals and help establish a clear recovery plan and next action
  • Correct misunderstandings clearly and respectfully without becoming defensive or argumentative
  • Use strong conversational influence and judgment to help restore customer confidence without applying pressure or making unsupported promises
  • Make sound judgment calls while balancing customer experience, commercial considerations, and the facts of each case
  • Coordinate with Onboarding, Tech, Delivery, Sales, Finance, and other teams when additional action is required
  • Maintain ownership of the customer relationship while internal work is being completed rather than simply passing the customer between departments
  • Use approved support options or concessions when appropriate and justified
  • Escalate continued refund requests or complex cases through the appropriate process
  • Keep customers informed while outstanding issues are being resolved
  • Maintain clear and accurate records of conversations, decisions, commitments, actions, and outcomes
  • Identify recurring causes of disengagement, dissatisfaction, and refunds and recommend practical improvements to prevent them in the future

Requirements

  • Previous experience in consultative or high-ticket sales/closing, Customer Retention, Customer Success, Account Management, Escalations, Complaints, Dispute Resolution, Service Recovery, or a similarly high-touch client-facing role
  • Strong conversational influence and call control, with the ability to confidently lead a customer toward a constructive next step
  • Strong ability to build rapport with frustrated, disappointed, uncertain, or skeptical customers
  • Comfortable leading difficult and emotionally charged conversations
  • Able to listen carefully while remaining confident enough to challenge an unhelpful conclusion when appropriate
  • Able to recognize legitimate customer or company-side issues rather than treating every concern as a mindset problem
  • Persuasive without relying on pressure, manipulation, or unsupported promises
  • Strong investigative and problem-solving skills with the ability to identify root causes rather than simply addressing surface-level issues
  • Comfortable troubleshooting practical issues and coordinating with other teams when additional expertise is required
  • Good commercial judgment and an understanding of customer value, retention, and financial impact
  • Strong organisation, attention to detail, and written documentation skills
  • Comfortable taking personal ownership of a customer issue and driving it toward resolution across multiple teams
  • Able to manage multiple complex customer cases and priorities at the same time
  • High level of integrity and sound judgment when determining the appropriate next step
  • Reliable, resilient, coachable, and willing to review calls and feedback to continuously improve

Benefits

  • Full-time opportunity
  • Independent Contractor Agreement
  • Additional monthly performance incentive based on results
  • Fully remote
  • Opportunity to grow into broader Client Operations, Customer Success, senior, or team-lead responsibilities

Job type

Full Time

Experience level

Mid levelSenior

Salary

$6,000 - $8,000 per month

Degree requirement

No Education Requirement

Location requirements

RemoteCanada

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