7FigureDocs

Client Retention, Sales Specialist

7FigureDocs

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,000 per year

About the role

  • Take ownership of all cancel-threat and escalated client cases the same/next day
  • Maintain a "Save Rate" of 33% or higher for at-risk clients
  • Proactively identify red flags across active accounts and intervene early
  • Handle urgent matters (billing complaints, strategy misalignment, miscommunication) with precision and professionalism
  • Reaffirm the value of our service and “re-close” clients during periods of dissatisfaction
  • Conduct live Zoom calls, loom videos, and written responses that calm, clarify, and compel clients to stay
  • Collaborate with Account Managers and Billing to create recovery plans, negotiate resolutions, and reinforce our commitment to success
  • Work hand-in-hand with the VP of Client Success to execute client retention strategies
  • Keep a pulse on client satisfaction trends and provide feedback loops to internal departments
  • Participate in weekly leadership syncs and client success meetings
  • Oversee the company’s client journey board in Monday.com — proactively identify and resolve bottlenecks by collaborating closely with Account Managers and communicate directly with the clients

Requirements

  • 3+ years in a client success, account management, or sales role (agency experience is a plus)
  • Sales training is a must
  • Proven ability to manage escalations, resolve conflict, and drive retention
  • Strong persuasive communication skills – verbal and written
  • High emotional intelligence and a solutions-first attitude
  • Comfortable with a fast-paced, demanding, and dynamic work environment
  • MUST HAVE THICK SKIN
Benefits
  • 50% Medical Benefits coverage for Gold Plan United Healthcare
  • 401k optional
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client retentionconflict resolutionpersuasive communicationemotional intelligencesolutions-first attitudeprofessionalismcollaborationleadershipclient satisfaction managementproblem-solving
Certifications
sales training