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7FigureDocs

We Help Doctors Get More New Patients

Client Retention, Sales Specialist

SalesSalesFull TimeRemoteSeniorTeam 11-50Since 2016H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

82 days ago

Salary

$100K / year

Seniority

Senior

3 yrs expEnglish

Job Description

Client Retention, Sales Specialist

7FigureDocs

• Take ownership of all cancel-threat and escalated client cases the same/next day • Maintain a "Save Rate" of 33% or higher for at-risk clients • Proactively identify red flags across active accounts and intervene early • Handle urgent matters (billing complaints, strategy misalignment, miscommunication) with precision and professionalism • Reaffirm the value of our service and “re-close” clients during periods of dissatisfaction • Conduct live Zoom calls, loom videos, and written responses that calm, clarify, and compel clients to stay • Collaborate with Account Managers and Billing to create recovery plans, negotiate resolutions, and reinforce our commitment to success • Work hand-in-hand with the VP of Client Success to execute client retention strategies • Keep a pulse on client satisfaction trends and provide feedback loops to internal departments • Participate in weekly leadership syncs and client success meetings • Oversee the company’s client journey board in Monday.com — proactively identify and resolve bottlenecks by collaborating closely with Account Managers and communicate directly with the clients

Job Requirements

  • 3+ years in a client success, account management, or sales role (agency experience is a plus)
  • Sales training is a must
  • Proven ability to manage escalations, resolve conflict, and drive retention
  • Strong persuasive communication skills – verbal and written
  • High emotional intelligence and a solutions-first attitude
  • Comfortable with a fast-paced, demanding, and dynamic work environment
  • MUST HAVE THICK SKIN

Benefits

  • 50% Medical Benefits coverage for Gold Plan United Healthcare
  • 401k optional

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