Client Retention Specialist Job at TaxRise (Irvine)

Retention Specialist

As a Retention Specialist, you’ll bring energy, assertiveness, and a client-firs...

Location

Poland , Krakow

Salary:

8100.00 - 10100.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

Strong communication and influence skills, with the ability to collaborate across teams and present to stakeholders
Strong english skills both verbal and written with technical aptitude to effectively engage with disgruntled clients and conduct proactive outreach
Impeccable emotional intelligence and customer service skills including strong written and verbal communication
Ability to manage multiple clients, cases, and projects in a fast-paced environment
Background in client retention, account management, or customer success with measurable success
Solutions-oriented and proactive mindset with strong problem-solving skills
Adaptability and agility to comfortably navigate ambiguity and complexity with a flexible attitude that thrives in a fast-paced evolving environment
1–3 years of relevant retention experience in account management, support, or retention
Background in payment processing and/or software solutions
1-3 years preferred working in the payment processing and/or software solutions industries

Job Responsibility

Manage a high volume of inbound and outbound requests including Salesforce case assignment, email requests, At Risk detection and churn requests with professionalism, urgency, and empathy
Engage primarily our B and C client segments to understand their business needs, challenges, and reasons for dissatisfaction or cancellation in an attempt to retain business and bring the account to a healthy state
Proactive and reactive case management to outbound via telephone and email to conduct health checks on newly onboarded clients along with risk and escalation resolution to avoid churn
Collaborate cross-functionally with Sales, Support, and Client Success teams to research, resolve, and recover at-risk accounts
Present tailored solutions, product enhancements, or alternative pricing structures to retain clients and improve satisfaction
Negotiate cancellations and develop creative retention strategies to reduce churn and preserve recurring revenue
Document all client interactions, resolutions, and outcomes accurately in Salesforce using best practices in case management and prioritization of tasks
Meet performance activity targets and retention metrics to drive direct client engagement and identify trends and opportunities for improved revenue and rooftop retention and growth
Participate in proactive outreach campaigns targeting accounts showing early signs of disengagement
Maintain expert-level knowledge of SpotOn’s products, services, and value propositions to confidently position benefits to clients

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Sales Retention Specialist

As a Sales Retention Specialist, you’ll play a critical role in reengaging prosp...

Location

United States , Irvine

Salary:

20.00 USD / Hour

TaxRise

Expiration Date

Until further notice

Requirements

Excellent communication and persuasive skills, both verbal and written
Ability to simplify complex information and clearly articulate service benefits
Familiarity with Salesforce or other CRM tools
Strong attention to detail and follow-through with minimal supervision
Self-motivated and able to thrive in a fast-paced, results-driven environment
High emotional intelligence and client-first mindset, especially when handling objections or concerns
Coachability and willingness to learn from experienced leaders

Job Responsibility

Lead Management: Review and manage a pipeline of prospects who made an initial payment but did not continue to the next phase of service. Prioritize leads based on potential conversion opportunities and outreach strategy
Reengagement Outreach: Proactively reconnect with past prospects using phone, email, and SMS to gauge current interest, readdress concerns, and determine their readiness to move forward with our services
Objection Handling: Identify why prospects paused or declined initial enrollment, and align our solutions with their updated needs and circumstances
Cross-Functional Collaboration: Work closely with Sales and Client Success teams to ensure smooth transitions for reengaged clients, minimizing friction and optimizing the customer experience
CRM Documentation: Maintain detailed records of all contact efforts, conversations, and outcomes in Salesforce to support accurate tracking, follow-ups, and performance analytics
Performance Metrics: Consistently meet or exceed outreach goals, reengagement rates, and revenue targets. Adapt strategies based on feedback and coaching to continuously improve outcomes

What we offer

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings

Fulltime

Lifecycle Retention Specialist

This is a dynamic, dual-focus role that requires a blend of exceptional project ...

Location

Colombia

Salary:

Not provided

Lilo Social

Expiration Date

Until further notice

Requirements

Klaviyo Proficiency: You must have direct, hands-on experience managing, building, segmenting, and optimizing campaigns and flows within the Klaviyo platform for e-commerce/DTC brands
Digital Agency Experience: Proven experience in a fast-paced agency environment, managing multiple client accounts simultaneously
eCommerce / DTC Knowledge: Strong understanding of e-commerce business models and the critical role of email/SMS in the customer lifecycle
Proven Project Management Skills: Demonstrated ability to create and maintain project plans, manage complex timelines, and coordinate cross-functional teams (creative, strategy, tech) to hit delivery deadlines
Exceptional Communication: Experience in a client-facing role with the ability to clearly articulate technical requirements and manage constructive conversations both internally and externally

Job Responsibility

Hands-On Execution & Technical Deliverables: Klaviyo & Platform Management: Directly manage, build, QA, and deploy email campaigns and SMS messages within Klaviyo
Technical Build: Own the technical setup of marketing flows/automations (e.g., Welcome Series, Abandoned Cart), ensuring proper segmentation, trigger logic, and integration health
Quality Assurance (QA): Serve as the final technical checkpoint, rigorously testing deliverability, rendering, tracking, and segmentation before any email or SMS is deployed
Performance Monitoring: Proactively monitor key metrics (open rates, CTRs, conversion, ROI) and flag insights or anomalies to the Strategy team
Project & Account Management: Client Communication & Relationship: Serve as the main liaison, maintaining strong client relationships and translating their marketing needs into clear, actionable direction for the internal teams
Project Planning & Organization: Maintain comprehensive project plans and timelines for all assigned clients, managing priorities and deadlines to ensure the timely and high-quality delivery of all email and SMS assets
Internal Coordination: Coordinate daily with internal teams (Design, Content, Strategy) to ensure the required creative assets and copy are delivered on time and meet the technical specifications for deployment
Reporting Support: Organize performance data and help prepare audit/growth reports for Strategists to present to the client

Fulltime

Client Review Investigation Specialist

Citi’s Independent Compliance Risk Management (ICRM) is an independent control f...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Solid years’ relevant experience
Knowledge of AML regulations preferred
Proficient in MS Office
Excellent verbal and written communication skills
Demonstrated analytical skills
Bachelor’s/University degree or equivalent experience

Job Responsibility

Conduct investigations and research on potentially suspicious clients using various internal and external systems and databases
Conduct Cross Sector reviews among multiple Citi business lines
Document and report the review/investigation findings and prepare case files with the required supporting documentation
Summarize, in writing, clear and concise findings of the investigation
Advise senior management on next steps and provide recommendations on the next course of action (relationship retention, termination, Suspicious Activity Report (SAR))
Assist AML team with managing risks by analyzing the root cause of issues and impact to business
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Access to an array of learning and development resources
Variety of programs that help employees balance their work and life
Opportunity to grow your career, give back to your community and make a real impact

Fulltime

Personal & Business Insurance Specialist

Alera Group is looking for a Personal & Business Insurance Specialist. We are se...

Location

United States , Platteville

Salary:

75000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
4+ years of insurance industry experience (agency or carrier) or an equivalent combination of education and experience, ideally with a sales background
state-specific Property & Casualty insurance license
valid driver’s license
demonstrated ability to effectively manage and oversee a book of business

Job Responsibility

Build and grow a high-quality pipeline by networking, developing Centers of Influence, generating referrals, and cold calling, while maintaining accurate client and prospect information
Strengthen long-term client relationships through regular communication, coverage reviews, proactive retention strategies, and negotiating with carriers to optimize policy outcomes
Manage workload and sales goals effectively while continuously developing technical and sales skills through a personalized improvement plan

What we offer

medical, dental, life and disability insurance, 401k, generous paid time off

Fulltime

New

Retention Specialist

The Retention Specialist plays a critical role in protecting recurring revenue a...

Location

Mexico , Mexico City

Salary:

Not provided

MyTennisLessons

Expiration Date

Until further notice

Requirements

Strong communication, influence, and problem-solving skills, with the ability to collaborate across teams
High emotional intelligence, with exceptional written and verbal communication in client-facing environments
Proven ability to manage multiple accounts, cases, and priorities in a fast-paced environment
Solutions-oriented and proactive mindset with a strong focus on retention and client satisfaction
Adaptable and agile, comfortable navigating complexity and ambiguity while meeting deadlines
Demonstrated experience in client retention, account management, or customer success, with measurable results
Knowledge of SaaS, fintech, payment processing, or software solutions industries preferred
2–5 years of professional experience in Customer Success, Account Management, Retention, or related roles
Experience in SaaS or fintech environments strongly preferred
Bachelor’s degree in Business Administration, Marketing, Communications, Hospitality Management, or a related field required

Job Responsibility

Manage inbound and outbound client interactions across Salesforce cases, email, and churn alerts with urgency and professionalism
Engage B and C segment clients to resolve dissatisfaction, restore accounts, and prevent churn
Conduct proactive account health checks, risk assessments, and escalations to protect account retention
Partner cross-functionally with Sales, Support, and Client Success to resolve issues and recover at-risk accounts
Recommend tailored retention solutions, including product enhancements and pricing adjustments
Negotiate cancellations and implement creative strategies to preserve recurring revenue
Execute proactive outreach to accounts showing early signs of disengagement
Maintain accurate and timely documentation of all client interactions, resolutions, and outcomes
Consistently meet or exceed retention KPIs and performance targets, while identifying trends and insights to improve engagement
Maintain expert-level knowledge of SpotOn products, services, and value propositions

Fulltime

Account Manager - Platform Specialist

We’re looking for a client-focused Account Manager - Platform Specialist to join...

Location

United States

Salary:

Not provided

Perion

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent professional experience
2–5 years of experience in account management, client success, or digital media strategy within ad tech, DOOH, or programmatic advertising
Strong understanding of digital media buying models (CPM, CPC, CPA) and programmatic ecosystems (DSPs, ad exchanges, data partners)
Excellent relationship-building and communication skills, able to partner with clients at all levels — from traders to senior marketing leads
Proven ability to translate technical and performance data into strategic, client-friendly insights
Highly organized, self-motivated, and able to balance multiple accounts across time zones and priorities
Proficiency in Excel and Google Suite for reporting and analysis
Fluent in English

Job Responsibility

Serve as the primary relationship lead for a portfolio of publishers, driving retention, satisfaction, and growth
Develop a deep understanding of each client’s objectives, challenges, and success metrics to deliver thoughtful, data-driven recommendations
Partner closely with Sales, Trading, and Product teams to ensure smooth onboarding, flawless campaign execution, and ongoing optimization
Proactively identify upsell and cross-sell opportunities to expand client investment across formats and markets
Conduct performance reviews and client meetings that translate campaign insights into actionable next steps and ROI narratives
Educate clients on best practices and new platform capabilities to maximize the value of their programmatic investments
Collaborate internally to influence roadmap priorities based on client feedback and emerging market trends
Contribute to the development of case studies, success stories, and strategic playbooks to strengthen client partnerships and internal enablement

What we offer

Join a global, forward-thinking company redefining how brands connect with audiences through programmatic out-of-home
Work alongside passionate teams who value creativity, collaboration, and continuous learning
Grow your career in a high-impact role that blends strategy, relationship management, and media innovation
Be part of a culture that celebrates diverse perspectives and empowers you to make your mark

Fulltime

Head of Operations

About the Company: Wayfinder Agency is a fully remote, performance-focused digit...

Location

Canada

Salary:

100000.00 - 115000.00 CAD / Year

RemotivateJobs

Expiration Date

Until further notice

Requirements

Excellent English written and verbal communication skills
5+ years of experience in a marketing or digital agency, with hands-on exposure to client delivery and team leadership
Extensive experience in hiring, from defining role needs to sourcing, assessing, and selecting top talent for client-facing and operational roles
Proven people-management experience, including coaching, performance management, and handling underperformance
Strong talent judgment
able to assess, hire, and develop high-performing team members
Strong client leadership skills
comfortable owning relationships, managing escalations, and driving retention
Demonstrated ability to run operations in a fast-paced, lean agency environment, balancing people, clients, and systems
A track record of building, improving, and scaling SOPs, workflows, and delivery standards

Job Responsibility

Lead agency hiring
define role needs, run end-to-end recruitment, and build strong hiring systems for roles such as Account Managers, delivery specialists, and support staff
Lead, onboarding, coaching, and performance management across the team
Provide day-to-day support and feedback to Account Managers and delivery specialists
Manage team health, morale, and underperformance as needed
Oversee client delivery operations, ensuring account health, retention, and high-quality renewals/QBRs
Handle client escalations with confidence and professionalism
Support and enable Account Managers to improve communication, consistency, and ownership across accounts
Own and refine internal processes: SOPs, tooling, automations, and project management systems
Plan team capacity and pod structure to support client demands and agency growth

What we offer

Opportunity to grow into a Director or VP-level role as the agency scales
Direct mentorship and collaboration with the founder
high trust and visibility in company decision-making
Play a key role in shaping team structure and growing headcount from ~11 to 15+ this year
Work remotely from anywhere in Canada, with optional travel to 2-3 annual U.S. game conventions
Flexible time-off policy
take the time you need to recharge
Tech stipend to set up your home office
Strong emphasis on career development, coaching, and internal growth opportunities

Fulltime

Client Retention Specialist

TaxRise

Location:
United States , Irvine

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 12, 2025

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