Retention & Save Motion
Initiate outbound calls to assigned renewal accounts and customers identified as at risk of churn.
Prioritize outreach based on churn risk, contract expiration, and customer value.
Build relationships with customers throughout their lifecycle to encourage renewal and satisfaction.
Upsell & Cross-Sell
Identify and pursue upsell and cross-sell opportunities during retention conversations.
Educate customers on additional client products, modules, and services that can enhance their experience and business outcomes.
Account Management
Maintain accurate and up-to-date customer records in Salesforce CRM.
Document all interactions, outcomes, and agreed-upon actions immediately after each call.
Schedule and conduct follow-up calls as needed to ensure customer satisfaction and resolution.
#J-18808-Ljbffr
Initiate outbound calls to assigned renewal accounts and customers identified as at risk of churn.
Prioritize outreach based on churn risk, contract expiration, and customer value.
Build relationships with customers throughout their lifecycle to encourage renewal and satisfaction.
Upsell & Cross-Sell
Identify and pursue upsell and cross-sell opportunities during retention conversations.
Educate customers on additional client products, modules, and services that can enhance their experience and business outcomes.
Account Management
Maintain accurate and up-to-date customer records in Salesforce CRM.
Document all interactions, outcomes, and agreed-upon actions immediately after each call.
Schedule and conduct follow-up calls as needed to ensure customer satisfaction and resolution.
#J-18808-Ljbffr