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
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