
Customer Retention Specialist I
HighLevel
full-time
Posted on:
Location Type: Remote
Location: India
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About the role
- Conduct daily outbound outreach (calls, emails, follow-ups) to assigned accounts.
- Engage customers flagged for HealthScore decline, payment failures, cancellation intent, low product usage, and reactivation opportunities.
- Identify root causes behind customer concerns through active listening and discovery.
- Provide consultative guidance and structured solutions to retain and support customers.
- Communicate the value of HighLevel’s services clearly and confidently.
- Handle objections professionally and work toward mutually beneficial outcomes.
- Identify opportunities for plan optimization, upgrades, or reactivation where appropriate.
- Support churn reduction and revenue retention goals through escalating recurring issues to leadership.
- Deliver personalized, positive support aligned with the company brand.
- Accurately log all interactions and update CRM records in GHL.
- Apply appropriate tags and track case outcomes for reporting and analysis.
- Maintain detailed documentation to support transparency and performance tracking.
- Identify trends and recurring challenges impacting retention.
- Provide feedback to leadership on improvement opportunities.
- Maintain strong product knowledge of HighLevel services and best practices.
- Take ownership of individual performance metrics and outreach targets.
Requirements
- Strong English communication skills (verbal and written)
- Reliable high-speed internet and a distraction-free workspace
- Effective objection-handling and follow-up abilities
- Experience working in a remote environment with structured daily targets
- Organized, process-driven, and detail-oriented approach
- Familiarity with SaaS products and CRM systems (GHL experience is a plus)
- Working knowledge of Google Suite (Docs, Sheets, Calendar)
- Ability to multitask while maintaining quality
- Customer-focused mindset with high emotional intelligence
- Comfort operating in a fast-paced, data-driven environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM systemsGHL experienceGoogle Suitedata analysiscustomer retention strategiesobjection handlingconsultative guidanceperformance metricsoutreach targetsdocumentation
Soft Skills
communication skillsactive listeningorganizational skillsdetail-orientedcustomer-focused mindsetemotional intelligencemultitaskingproblem-solvingprofessionalismadaptability