Customer Retention Specialist I
TLDR
Drive customer retention through proactive outreach and consultative engagement, addressing risks and enhancing loyalty for over 2 million businesses on our platform.
As a Customer Retention Specialist, you're going to be customer-obsessed, proactively outreaching to customers at risk, and driven by results. You naturally spot risks before they turn into churn and take ownership of customer outcomes. You’re comfortable initiating meaningful conversations, handling objections with confidence, and turning at-risk customers into loyal advocates.
You bring a consultative mindset to every interaction — listening first, diagnosing the real issue, and guiding customers toward solutions that reinforce the value of staying with HighLevel. Data signals like HealthScore drops, payment failures, cancellation intent, low product usage, and reactivation opportunities don’t intimidate you; they energize you.
You thrive in fast-paced environments, communicate with clarity and empathy, and are motivated by measurable impact on retention, engagement, and revenue.
Proactive Outreach & Engagement
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.
Retention & Revenue Support
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.
Customer Experience & Documentation
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.
Continuous Improvement
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.
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
Bachelor’s degree preferred
2+ years of Customer Service or B2B Sales experience
The salary range for this position is $44,000 - $53,000 Annually.
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide demographic information. This information is used solely for compliance with government recordkeeping and legal requirements. Providing this information is voluntary and will not affect your application status.
We recommend that you review our Privacy Policy before submitting your application.
#LI-Remote #LI-KN1
HighLevel is an all-in-one white-label sales and marketing platform that empowers marketing agencies, entrepreneurs, and businesses to enhance their digital presence and drive growth. With a suite of robust tools designed to capture, nurture, and convert leads, HighLevel supports a diverse community of over 2 million clients across various industries.
- Founded
- Founded 2018
- Employees
- 201-500 employees
- Industry
- Internet Software & Services
- Total raised
- $60M raised