Customer Retention Specialist I

Role Overview

• Conduct daily outbound outreach (calls, emails, follow-ups) to assigned accounts.
• Engage customers flagged for HealthScore decline, payment failures, cancellation intent, low product usage, reactivation opportunities.
• Identify root causes behind customer concerns through active listening and discovery.
• Provide consultative guidance and structured solutions to retain and support customers.
• Communicate the value of HighLevel’s services clearly and confidently.
• Handle objections professionally and work toward mutually beneficial outcomes.
• Identify opportunities for plan optimization, upgrades, or reactivation where appropriate.
• Support churn reduction and revenue retention goals through escalating recurring issues to leadership.
• Deliver personalized, positive support aligned with the company brand.
• Accurately log all interactions and update CRM records in GHL.
• Apply appropriate tags and track case outcomes for reporting and analysis.
• Maintain detailed documentation to support transparency and performance tracking.
• Identify trends and recurring challenges impacting retention.
• Provide feedback to leadership on improvement opportunities.
• Maintain strong product knowledge of HighLevel services and best practices.
• Take ownership of individual performance metrics and outreach targets.

Requirements

• Strong English communication skills (verbal and written)
• Effective objection-handling and follow-up abilities
• Experience working in a remote environment with structured daily targets
• Organized, process-driven, and detail-oriented approach
• Familiarity with SaaS products and CRM systems (GHL experience is a plus)
• Working knowledge of Google Suite (Docs, Sheets, Calendar)
• Ability to multitask while maintaining quality
• Customer-focused mindset with high emotional intelligence
• Comfort operating in a fast-paced, data-driven environment
• Reliable high-speed internet and a distraction-free workspace