Client Retention Specialist

2 weeks ago

Edmond, Oklahoma, United States Heartland, a Global Payments company Full time

Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and bring your expertise to a dynamic team, then Heartland is for you. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can do together.

Thanks for your interest in a career with Heartland We are looking for team members who demonstrate our values of care, focus, and quality to join our corporate team. Heartland has offices all over the U.S., and we are proud to be consistently ranked one of the country's Best Places to Work. Benefits include highly competitive compensation, full medical and dental coverage, flexible schedules, a casual work environment, extensive training and professional development, as well as an emphasis on work-life balance. Apply today to learn more about Heartland and how you'd be a great addition to our team.

Summary

The Client manager role aims to serve entrepreneurs by providing customer experiences that extend mutually profitable relationships. The Client Manager is responsible for reducing year-over-year attrition within a defined portfolio of Heartland POS relationships.

What will you be doing?

  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain/grow relationships
  • Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio
  • Interprets competitor statements/quotes and performs rate analysis. Negotiates directly with clients using consultative conversation to retain account and maximize revenue potential
  • Responds quickly and effectively to all requests for account review, rate analysis, product information, account terminations, reimbursements, etc. whether from internal or external customers
  • Stays current on Heartland products, services and important industry changes in order to assign appropriate solutions to client requests
  • Identifies product offerings for existing clients
  • Places proactive outreach to newly assigned accounts to establish a relationship
  • Answers inbound calls from customers and resolves inquiry.
  • Manages and resolves client complaints, providing excellent service and follow-up
  • Ensures alignment with sales or service teams to ensure customer satisfaction
  • Identifies triggers for attrition and can represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to clients, teammates and leadership
  • Maintains compliance standards for Salesforce records and detailed documentation of client status and interactions
  • Display a commitment to receive necessary coaching for continuous improvement and team development
What are the requirements?

Education/Certification

Bachelor's degree in business or a related field, or equivalent operational, retention, or account management experience

Experience Required
  • At least 3 years related operational, retention, or account management experience
  • Has experience meeting goals with defined metrics and a proven track record of success.
  • Previous payroll industry experiences a plus.
Skills/Abilities:
  • Highly effective interpersonal, relationship management, and both verbal and written communication skills
  • Strong business, analytics and technical aptitude
  • Above average execution of consultative selling techniques and negotiation
  • Critical thinking and problem solving
  • Account management skills with proven ability to build and manage internal and external relationships
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Displays empathy, adaptability, and a mindset of continuous improvement
  • Willingness to work independently or collaborate with a team
#LI-Onsite
#LI-TP1

Heartland is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.

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