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
Automotive
Handles customer inquiries, complaints, and service issues through phone, email, chat, and social media. Researches concerns, provides resolutions, applies retention strategies, escalates issues when needed, maintains CRM records, collaborates on customer escalations, and identifies root causes. Requires strong written and verbal communication, customer service experience, remote call center experience, CRM and telephony familiarity, and proficiency with Microsoft Office. Automotive experience and a bachelor’s degree are preferred.
Top Skills:
Crm SoftwareIncontactMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordPodiumSocial Media Management ToolsSocial Media PlatformsTelephony SystemsZendesk
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
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
