Renewal by Andersen

Retention Specialist

LocationCharlotte, NC

About This Job


Summary

Our Retention Specialist interacts with customers to address their concerns, answer their questions, and assist them with their needs. Additionally, our Retention Specialist will often answer customer phone calls and emails, responding to customers' questions and concerns. They are required to call the customer post-installation to inquire about overall service and satisfaction.



Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Minimum Qualifications

Associate degree or equivalent work experience

2-3 years of retention experience

Medella system and rforce(salesforce) experience

Must be able to maintain professionalism and respectful demeanor with customers.

Must be fluent with Microsoft Excel/Outlook

Organizational skills, follow up, and attention to detail.

Flexible and resilient to adapt to multiple demands, shifting priorities, and changing business conditions



Knowledge, Skills, and Abilities

Excellent customer relations, empathetic & personable skills

Exceptional communication skills of listening and speaking for handling customer conflicts

Knowledgeable with tactful and diplomatic approach to tasks at hand

Must be able to organize & prioritize

Ability to adapt well and accept feedback in a changing environment

Must be comfortable in technology driven environment

Ability to accurately document customer interactions, feedback, and resolutions in the CRM system for future reference and analysis.

Focus on achieving retention targets, reducing customer churn, and contributing to overall business growth.

Ability to work independently



Supervisory Responsibilities



Essential Functions

Call customers post installation to gauge customer satisfaction

Partner with our sales staff to serve as point of contact for customers

Works well in call center environment

Build rapport with customers by maintaining constant contact via phone, email, or text

Drive the highest standards of ethical behavior by providing accurate information throughout the customer experience

Multi-task effectively in a high-volume environment while maintaining a positive attitude

Deliver high levels of empathy and trust to customers

Provide clear and consistent communication and present WOW factor with each customer

Responsible for other tasks requested by leadership

Other job duties as assigned



Physical Demands

Sitting for Extended Periods


Computer Use


Meetings and Collaboration


Communication


Occasional Travel



Work Environment

Desk Work: Extended periods of time spent working at a desk, using a computer, and engaging in customer communication via phone or email.

Computer Use: Regular use of computers and office equipment for tasks such as data entry, record keeping, and CRM system navigation.

Phone Communication: Engaging in phone communication with customers to address their concerns, discuss retention strategies, and provide assistance.

Document Handling: Handling and reviewing customer-related documents and information, often in digital formats.

Data Entry: Entering and updating customer information in the CRM system and other databases.

Meetings and Discussions: Participation in meetings, discussions, and collaboration with team members, managers, and potentially other departments.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time.

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