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 Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute


