Client Retention Specialist
Roth Staffing Companies

Job Info

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Job Title: Client Retention Specialist

Hours: M-F 8am-5pm

Location: Onsite in Woodbury

Pay: $45k

Key Responsibilities:

• Develop and manage accurate service agreements.
• Effectively communicate with customers via phone and email to ensure smooth renewals.
• Collaborate with both internal and external sales teams to define and support customer sales pathways.
• Create detailed financial reports tracking customer orders and renewals.
• Ensure customers have the necessary information to renew service agreements or purchase other assigned products.
• Analyze customer accounts to prepare and present accurate renewal quotes and documents.
• Prepare and distribute renewal quotes through email.
• Promote 100% customer satisfaction by delivering accurate and comprehensive information.
• Efficiently prepare customer documents with speed and precision.
• Handle additional administrative tasks as assigned.

Qualifications:

• Bachelor's Degree or equivalent work experience.
• 2+ years of experience in an administrative or customer support role.
• Exceptional attention to detail and commitment to delivering quality work.
• Strong time management and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Experience with NetSuite, HubSpot, and CRM software is a plus.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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