CrawlJobs Logo

Retention specialist

clio.com Logo

Clio

Location Icon

Location:
Canada , Burnaby, Calgary or Toronto

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

68000.00 - 92000.00 CAD / Year

Job Description:

We are currently seeking a Retention Specialist to join our Customer Support Team in Burnaby, Calgary or Toronto. The ideal candidate will have a passion for problem solving customer issues, driving value of our products, and finding strategies to drive the retention of our existing customers. The Retention Team is responsible for all internal and external inquiries related to account cancellations. They work to reduce churn and maximize the value of our products to our existing customers to drive value and revenue.

Job Responsibility:

  • Handle external requests related to account cancellations
  • understand the reason for cancellation and find solutions to retain customers
  • Support our internal teams as the primary point of contact for cancellation requests and potential churn
  • Address customer concerns and coordinate resolutions, as applicable, with our Finance, Billing, Product, Sales, and Customer Success teams
  • ensure timely delivery of our solutions
  • Collaborate with Support leadership and other stakeholders to ensure our retention efforts are successful
  • make recommendations for improvements based on data and trends
  • Track and communicate customer feedback to internal stakeholders
  • Own and execute tasks within our tech stack including Salesforce, Gong, and other related tools
  • Other tasks and duties assigned by Customer Support Leadership, as required

Requirements:

  • 2+ years of experience in a customer facing support, sales, retention or save environment role
  • Experience providing exceptional customer service, including the ability to problem solve, multi-task, and provide summaries of issue resolution
  • Excellent analytical skills and impeccable verbal and written communication skills, with the ability to convey complicated technical concepts to non-technical audiences
  • Curiosity about law, tech, and AI, as well as an interest in leveraging technology to help people solve problems
  • The desire to win (and have fun) as a member of a high performing team
  • A growth mindset and a sense of optimism and enthusiasm

Nice to have:

  • Bachelor’s degree (or an expected completion date no later than January 2026 if in your final semester)
  • Experience in the legal industry and/or knowledge of the justice system
  • Experience with our current tech stack: Salesforce, Slack, Gong
What we offer:
  • Top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions to be in office min. twice per week
  • Flexible time off policy, with an encouraged 20 days off per year
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Additional Information:

Job Posted:
December 26, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Retention specialist

Retention Specialist

As a Retention Specialist, you’ll bring energy, assertiveness, and a client-firs...
Location
Location
Poland , Krakow
Salary
Salary:
8100.00 - 10100.00 PLN / Month
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Lifecycle Retention Specialist

This is a dynamic, dual-focus role that requires a blend of exceptional project ...
Location
Location
Colombia
Salary
Salary:
Not provided
lilosocial.com Logo
Lilo Social
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Student Services Specialist

At American Career College, we share a passion for students and transforming hea...
Location
Location
United States , Anaheim
Salary
Salary:
23.59 - 31.84 USD / Hour
americancareercollege.edu Logo
American Career College
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Three to five years previous experience in student services
  • Knowledge of applicable databases and computer application systems to supply the most accurate information, reports and projections
  • Knowledge of state, federal and local laws/regulations relating to programs, governmental compliance and other regulatory standards such as Title IV, ABHES, BPPE, and other accreditation standards
  • High school graduate or equivalent required
  • Associate degree in education, administration, business management, student personnel, or related field preferred
Job Responsibility
Job Responsibility
  • Coordinating all student services programs that include processes to ensure successful student entry to and exit from the college
  • Coordinating and managing student relations activities such as: student appreciation, retention, satisfaction strategies, and graduation ceremonies
  • Helping students and other departments ensure quality in all student services functions
  • Manage and issue student identification cards, interfaces with the Admissions, Education, Student Resource Center staff and other applicable campus leadership to accomplish retention goals
  • Conducting on-going student satisfaction review, makes recommendations on areas for improvement and program changes
  • and maintains current knowledge in the field of student relations/student services
What we offer
What we offer
  • medical
  • dental
  • vision
  • flexible spending accounts
  • 401(k) match
  • paid time off
  • holidays
  • parental leave
  • tuition reimbursement
  • adoption assistance
  • Fulltime
Read More
Arrow Right

Customer Retention Specialist

The Customer Retention Specialist is responsible for intercepting at-risk orders...
Location
Location
India
Salary
Salary:
Not provided
rarecarat.com Logo
Rare Carat
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1 to 3 years experience in sales, retention, or customer service roles
  • Proven ability to handle objections and close under pressure
  • Strong verbal and written communication skills
  • Comfort speaking with customers making high-value purchases
  • High ownership mentality and accountability for revenue outcomes
Job Responsibility
Job Responsibility
  • Cancellation Intercepts & Save-the-Sale: Engage customers requesting cancellations via emails
  • Understand the true reason behind cancellation requests and address objections effectively
  • Present alternative solutions such as different diamonds, settings, timelines, or value-based adjustments
  • Convert cancellations into completed orders or modified purchases
  • Objection Handling & Negotiation: Handle objections related to pricing, discounts, delivery timelines, certification, or quality
  • Confidently explain value, certification standards, pricing rationale, and trade-offs
  • Offer approved incentives or alternatives in line with internal guidelines
  • Balance revenue protection with customer trust and brand integrity
  • Cross-Functional Coordination: Work closely with Sales, Ops, Manufacturing, and Logistics to validate feasibility before making commitments
  • Coordinate expedited solutions when timing or production is a concern
Read More
Arrow Right

Retention Specialist

The Retention Specialist plays a critical role in protecting recurring revenue a...
Location
Location
Mexico , Mexico City
Salary
Salary:
Not provided
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Renewals and Retentions Specialist

The role is responsible for ensuring governance, accuracy, and visibility across...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
ans.co.uk Logo
ANS Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Commercial Acumen - Understands revenue drivers, renewal impact, and can identify upsell/cross-sell opportunities
  • Stakeholder Management & Influence - Builds strong relationships, challenges constructively, and secures buy-in from Account Managers and leadership
  • Customer Communication - Confident in customer meetings, able to articulate value and support renewal discussions effectively
  • Data Literacy & Insight - Translates CRM and contract data into clear, actionable insights for decision-making
  • Accountability & Challenge - Holds teams accountable for renewal progress and pipeline accuracy in a professional, evidence-based manner
  • Process Improvement - Identifies inefficiencies and implements best practices to streamline renewal workflows
  • Attention to Detail - Maintains high standards of accuracy for CRM and contract data
  • Problem Solving & Risk Management - Anticipates renewal risks early and proposes practical solutions
  • Collaboration - Works effectively with cross-functional teams (Ops, Finance, Legal) to unblock renewals and ensure governance
  • Resilience & Professionalism - Handles pressure and competing priorities calmly while maintaining positive relationships
Job Responsibility
Job Responsibility
  • Ensure all contract and CRM data is accurate, complete, and up to date for renewals and forecasting
  • Conduct weekly meetings with Tier 3–5 Account Managers to review renewal status and progress
  • Provide feedback and updates to relevant stakeholders in a dedicated weekly governance meeting and escalate where required
  • Deliver timely, accurate reports for senior leadership, offering clear visibility into renewal performance, churn risk, and revenue forecasts
  • Deep dive into changes in forecasts then escalate upwards for review
  • Analyse data to identify trends and provide actionable insights that inform strategic decisions
  • Ensure reports and data for Tier 3-5 customer renewals are reviewed and ready for monthly cadence and CSU Leadership meetings
  • Create renewal packs in conjunction with account management where required
  • Participate in customer meetings to support renewal discussions and reinforce commercial objectives
  • Understand customer requirements and align renewal strategies to maximise retention and growth opportunities
What we offer
What we offer
  • 25 days’ holiday, plus you can buy up to 5 more days
  • Birthday off
  • Extra celebration day
  • 5 days’ additional holiday in the year you get married
  • 5 volunteer days
  • Private health insurance
  • Pension contribution match and 4 x life assurance
  • Flexible working and work from anywhere for up to 30 days per year (some exceptions)
  • Maternity: 16 weeks’ full pay
  • Paternity: 3 weeks’ full pay
  • Fulltime
Read More
Arrow Right

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...
Location
Location
United States , Lisle
Salary
Salary:
18.70 - 24.52 USD / Hour
adtalem.com Logo
Adtalem Global Education
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Required
  • 2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
  • Outstanding customer service skills
  • Ability to work a variety of office hours including evenings and weekends
  • Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
  • Ability to work independently and make sound decisions with minimal supervision and direction
  • Must be a self-starter with the ability to prioritize effectively
  • Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
  • Experience with Student Information Systems a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
Job Responsibility
Job Responsibility
  • Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
  • Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
  • Partner with the Student Support Liaison to provide coordinated support for students
  • Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
  • Provides financial advising throughout the student lifecycle
  • Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
  • Maintain a thorough understanding of all Title IV and academic programs, policies and procedures including institutional policies, federal, and state regulations
  • Assist and engage students through a variety of communication
  • Identify opportunities and implement process and technology solutions that enhance the student retention journey
  • Collaborates with other departments and functional areas to deliver an optimal student experience
What we offer
What we offer
  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
  • Fulltime
Read More
Arrow Right

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...
Location
Location
United States , Phoenix
Salary
Salary:
18.70 - 24.52 USD / Hour
adtalem.com Logo
Adtalem Global Education
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Required
  • 2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
  • Outstanding customer service skills
  • Ability to work a variety of office hours including evenings and weekends
  • Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
  • Ability to work independently and make sound decisions with minimal supervision and direction
  • Must be a self-starter with the ability to prioritize effectively
  • Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
  • Experience with Student Information Systems a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
Job Responsibility
Job Responsibility
  • Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
  • Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
  • Partner with the Student Support Liaison to provide coordinated support for students
  • Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
  • Provides financial advising throughout the student lifecycle
  • Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
  • Maintain a thorough understanding of all Title IV and academic programs, policies and procedures
  • Assist and engage students through a variety of communication
  • Identify opportunities and implement process and technology solutions that enhance the student retention journey
  • Collaborates with other departments and functional areas to deliver an optimal student experience
What we offer
What we offer
  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
  • Fulltime
Read More
Arrow Right