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Customer Retention Specialist
HighLevelCustomer Retention Specialist responsible for proactive outreach and customer support at HighLevel. Engage and retain customers while providing solutions for their needs in a remote environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong English communication skills and effective objection-handling abilities while engaging customers to support retention and revenue goals. Proficient in utilizing CRM systems and SaaS products to deliver personalized customer support in a fast-paced environment.
Highest-signal resume keywords
Customer Service ExperienceB2B Sales ExperienceCRM Systems ProficiencyEffective Objection-HandlingStrong English Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceB2B SalesObjection-HandlingPlan OptimizationData Analysis
Soft Skills
Active ListeningEmotional IntelligenceDetail-OrientedOrganizational SkillsMultitasking
Tools & Technologies
CRM SystemsGoogle SuiteHighLevel (GHL)
Certifications & Qualifications
Bachelor’s Degree Preferred
Industry Keywords
SaaS ProductsChurn ReductionRevenue RetentionCustomer EngagementRemote Work
About the role
Key responsibilities & impact- 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.
- Identify trends and recurring challenges impacting retention.
Requirements
What you’ll need- Strong English communication skills (verbal and written)
- 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
- Reliable high-speed internet and a distraction-free workspace.
- Bachelor’s degree preferred
- 2+ years of Customer Service or B2B Sales experience
Benefits
Comp & perks- Equal Employment Opportunity Employer
- Opportunities for professional growth