Client Retention Specialist

7 days ago


Irvine, California, United States TaxRise Full time
About TaxRise

At TaxRise, we're revolutionizing the way taxpayers navigate their tax challenges. Our mission is to make a genuine impact on people's lives, and we're looking for exceptional individuals to help us achieve this goal.

The Role

The Client Retention Specialist plays a critical role in ensuring clients are satisfied throughout their customer journey. This involves responding to cancellation requests, deescalating client calls, and offering creative solutions to retain clients. The ideal candidate will provide exceptional customer service and support, and be incredibly thorough in helping the company maintain the highest quality standards.

Key Responsibilities
  • Manage and respond to cancellation requests from our ticketing system
  • Call clients to understand their concerns and reasons for cancellations, and provide suggestions for areas of improvement
  • Utilize persuasive communication techniques to address customers' issues and resolve complaints effectively
  • Identify trends and underlying problems or dissatisfaction points, and propose appropriate solutions to retain clients
  • Collaborate with other departments to ensure a seamless resolution process
  • Properly document notes and all client interactions in our ticketing and CRM system
Requirements
  • 2+ years of previous experience in customer service
  • A plus if you've handled escalated calls
  • Excellent data collection and analysis skills
  • High school diploma or general education degree (GED); and 1-2 years of related experience and/or training; or equivalent combination of education and experience
What We Offer
  • Medical, Dental, and Vision Insurance after 60 days
  • Paid Time Off (Vacation, Sick, Holidays)
  • Wellness Days
  • 401(k) retirement plan
  • Professional Development Program
  • Access to on-site gym and gaming lounge
  • Quarterly company outings
  • Catered meals every Friday

We're proud to be an equal opportunity employer, and we're committed to creating a workplace that celebrates everyone. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, we encourage you to apply.



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