Client Retention Specialist Jobs

New

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

New

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

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

New

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

New

Client Success Specialist

INFUSE is looking for a highly organized and driven individual to join our amazi...

Location

United Kingdom

Salary:

Not provided

INFUSE

Expiration Date

Until further notice

Requirements

Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales
Strong communication and interpersonal skills
Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.
Empathetic understanding of client needs and ability to address them effectively
Ability to address challenges and proactively offer solutions.

Job Responsibility

Build and maintain strong, long-lasting client relationships
Ensure the timely and successful delivery of our solutions according to client needs and objectives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment
Assist with challenging client requests or issue escalations as needed
Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.

New

Client Campaign Specialist

The Client Campaign Specialist (CCS) executes digital advertising campaigns acro...

Location

United States

Salary:

Not provided

KSAT 12

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in digital advertising operations, ad trafficking, or campaign management (agency, media company, or vendor)
Hands-on experience in a demand-side platform (Basis, The Trade Desk, etc.) preferred but not required — strong digital aptitude is essential
Solid understanding of key metrics (CTR, CPM, CPA, ROAS) and campaign performance analysis
Exceptional attention to detail, time management, and communication skills
Ability to thrive in a fast-paced environment and manage multiple campaigns simultaneously

Job Responsibility

Execute and optimize digital campaigns within DSPs and other ad platforms (display, OTT/CTV, audio, video, social)
Monitor performance daily for pacing, delivery, and quality — making data-driven adjustments to improve results
Maintain campaign documentation including insertion orders, creative assets, targeting parameters, and reporting deliverables
Generate client-facing reports summarizing key metrics, insights, and recommendations for future optimization
Troubleshoot technical or delivery issues with vendors, platforms, and internal teams to ensure smooth execution
Stay informed on evolving digital ad products and best practices to bring proactive recommendations to the sales and client service teams

Client Services Specialist

We are seeking a Client Services Specialist to join our team in the IT Software ...

Location

United States , Hartland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a similar role in the IT Software industry
Proficient in Customer Service
Strong Data Entry skills
Previous experience in Order Entry
Excellent Email Correspondence skills
Bachelor's degree in IT, Business, or a related field is preferred
Familiarity with IT Software systems and platforms
Ability to work in a fast-paced environment and manage multiple tasks
Strong problem-solving skills and attention to detail
Excellent written and verbal communication skills

Job Responsibility

Coordinate with internal teams to understand requirements and liaise with external vendors for execution
Review and confirm details on production plans in collaboration with internal teams and vendors
Create comprehensive job layouts and purchase orders
Organize the internal job approval process
Engage with multiple departments and partners for follow-ups to ensure the completion of production items
Detail the production process, ensuring the status of the operation is easily accessible and transparent
Acquire a comprehensive understanding of internal software systems
Manage and review reports to monitor the progress of projects and production jobs
Provide exemplary customer service
Perform data entry and order entry tasks

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

New

Client Investment Specialist

As a Client Investment Specialist, you’ll be at the heart of our bespoke advisor...

Location

United Kingdom , London

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Higher Education (University / Bachelor)
Extensive experience in a similar role
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques
Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork

Job Responsibility

Lead for investment proposals & portfolio reviews for 'bespoke' clients in discretionary & advisory services
Lead for delivering recommendation & executing client requests for 'bespoke' advisory portfolios
Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
Communicate our house view to Client Advisors and clients, ensuring high quality 'after sales' content for discretionary mandates and advisory solutions
Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke Advisory solutions
Act as the ambassador of the entire Investment capabilities of our Group
Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth
Be an agent of change for strategic transformation
Help develop, pitch and oversee customised DPM solutions tailored to the needs of 'bespoke' clients

Patient Registration Specialist

We are seeking a highly organized and compassionate individual to join our team ...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Professional, friendly demeanor with a positive attitude
Strong multitasking skills and ability to work in a fast-paced environment
Proficient in computer applications, including Microsoft Office Suite
Excellent verbal and written communication skills
Preferred bilingual ability in Spanish (reading and writing)
CPR certification, as well as possession of a valid driver’s license and reliable transportation
Familiarity with medical terminology and basic office equipment
Excellent organizational and multitasking abilities
Strong interpersonal and communication skills
Proficiency in Microsoft Windows and related software

Job Responsibility

Provide a warm and trauma-informed patient experience during registration and check-out
Accurately collect, verify, and upload necessary documentation
Confirm insurance coverage, calculate patient charges, and review benefit-related information with patients, including Primary Care Provider (PCP) changes
Gather and report demographic data to health plans as required
Schedule patient appointments and follow up to request consultation notes when necessary
Ensure transportation logistics are coordinated effectively and assist with operating the mobile medical van when required
Manage assorted paperwork and maintain a well-organized registration process
Monitor and replenish essential office and medical supplies as needed
Take on additional responsibilities as assigned

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Client Executive Specialist

The CCB TTS Client Executive is a seasoned professional role responsible for sal...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years commercial banking or relevant experience
Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills
Committed, Trusted team player
High energy and initiative
Time Management and Organizational Skills
Bachelors/University degree
English fluency is required

Job Responsibility

Provides direct sales support to Treasury Consultants in covered markets
Preparing proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Assess risk when business decisions are made and demonstrate consideration for the firm's reputation and compliance with applicable laws and policies

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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Client Retention Specialist

TaxRise

Location:United States, Irvine

Category:Customer Service

Contract Type:Not provided

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Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 12, 2025

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Location:
United States, Irvine

Category:
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Contract Type:
Not provided

Job Posted:
December 12, 2025