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Roofr logo
Roofr

We’re Roofr: The all-in-one sales platform designed for roofers, by roofers.

Customer Retention Representative

Location

Canada

Posted

50 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Customer Retention Representative

Roofr

At Roofr, we’re obsessed with our customers. We constantly gather feedback to shape, prioritize, and launch the products they truly need. That’s what makes Roofr’s CRM special. We started by building essential sales tools like aerial roof measurements and digital sales proposals. But when our customers asked for a simple, affordable way to manage and scale their entire businesses, we listened. So, we created a CRM that connects these solutions—along with payments, material ordering, and more—into a seamless, powerful platform. With a clear roadmap ahead, we’re excited to continue expanding and leading the market with innovative products. We have an amazing culture, strong financials, and best-in-class company metrics. It’s an exciting time to be part of an extraordinary startup that is already successful, yet still early enough to offer its team significant growth, equity, and the opportunity to make a real impact. This position is for an existing vacancy. We are looking for a Retention Specialist to reduce churn and maximize customer retention, with a primary focus on high-volume PLG subscribers who frequently churn and return due to seasonal demand changes. You will be responsible for quickly identifying customer pain points, articulating the full value of Roofr’s platform, and ensuring that at-risk customers stay engaged long enough to be reconnected with an Account Manager for a deeper conversation. What You’ll Get to Do: - Engage and re-engage high-volume PLG and Sales Assisted customers who show signs of churn - Quickly identify churn risk factors and provide tailored solutions - Deliver compelling, real-time value propositions to prevent immediate churn - Hook customers into a conversation long enough to transition them to an Account Manager demo - Reach out to actively churning customers and create urgency to keep them on the platform - Analyze churn data and seasonal trends to refine outreach strategies - Collaborate with Account Management & Implementation & Support teams to ensure seamless retention efforts - Track and optimize retention playbooks for improving customer lifecycle management What You’ll Bring to the Role: - 2+ years experience handling a high volume of accounts with a focus on retention - Strong objection-handling and conversational selling skills - Ability to think on your feet and keep customers engaged in real-time - Experience in subscription-based business models with recurring revenue - A data-driven mindset—able to identify trends and react quickly - Ability to multi-task and manage a large volume of at-risk customers - Strong collaboration skills with Account Managers, Sales, and Support teams - Proficiency in CRM tools (HubSpot, Salesforce, Gainsight, or equivalent) - Roofing, SaaS, or construction tech experience is a plus Our compensation ranges are built using multiple market benchmarks and reflect both the scope of the role and current market data. While many hires fall within the beginning to midpoint of the band to allow for growth over time, we tailor offers based on each candidate’s experience, seniority, and demonstrated impact. 🏠 What we offer (US + Canada) When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career: 🏝️ Vacation/Paid Time Off: - 1st week of employment is mandatory PTO! Start your journey with Roofr by decompressing and recharging - we will see you in week 2! - 1 Friday off per month (we call those our laundry days!) - Company wide paid shutdown for the week between Christmas and New Years - Flexible time off - 80% employer-paid benefits in the U.S. and 100% employer-paid premiums for Extended Healthcare and Dental in Canada - RRSP/401k match - Generous Parental Leave policy 🤝 Perks: - We host an annual company retreat with great team building activities - Ample learning and development opportunities to continue growing your career - Home office setup stipend - Internet and phone allowance - Remote first culture - Weekly Friday paydays! 🤖 AI Notice At Roofr, we’re big fans of AI. It helps us write job descriptions that don’t put you to sleep, takes notes during interviews so we can actually listen, and even helps us track down awesome humans like you. Feel free to use AI to prep, research, or get pumped up for your interview (we see you, ChatGPT power users 👀). But when it’s time to chat, we’d love to meet you, not your AI alter ego. Bring your real, unfiltered self, we promise we will too. And don’t worry, a real, live human is behind every part of our process. Every application is reviewed by a real person, and you’ll always speak with real humans throughout the interview process. No bots, just good people ☺️ ⚠️ Important Notice We’ve been made aware of an individual impersonating Roofr using a fraudulent domain: roofrr.com (note the extra “r”). Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses, instant messaging platforms, or unsolicited calls. To ensure your application is legitimate, please apply directly through our official careers page: https://roofr.com/careers. If you receive any suspicious messages or have questions, reach out to us at talent@roofr.com. Your safety and security are important to us — thank you for your vigilance! Roofr is proud to be an equal opportunity employer. We are committed to equal employment opportunity in the workplace regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status.

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Chainalysis logo

Associate Renewals Specialist

Chainalysis

Chainalysis is a venture-backed IT company offering solutions that build “trust in blockchains between people, businesses and governments.” Founded in 2014 by CEO Michael Grona

Associate Renewals Specialist are driven operational problem-solvers working to set up success and expansion within our self-service segment. Our team’s goal is to make sure small and medium-sized cryptocurrency businesses and financial institutions see the value of implementing our solutions, have a great digital experience, and keep coming back. Associate Renewals Specialist have an understanding and some experience of a software sales cycle and are eager to learn the ropes in building a new type of customer journey to support our emerging segment of customers. You’ll grow your understanding of renewals and account management and learn to identify pain points, communicate the value of our solutions, and lead customers through a successful renewal process. In this role, your success will be measured by renewal attainment, operational excellence, and successful expansion of these high-potential accounts. In this role, you’ll: - Manage customer support escalations, prepare/execute renewals and work with the team to keep our machine running like clockwork. - Train to be an expert in our product suite and connect existing customers with the best solutions to achieve their business goals and regulatory responsibilities. - Partner with the team and revenue operations to execute automation and internal AI systems to increase capacity, tackle tough problems, and improve the customer journey. - Drive adoption by developing a strong understanding of customer satisfaction, the renewal process, and what it takes to help our customers succeed. - Learn to create and execute a data-driven approach to prioritize and manage customers at scale, enabling growth in a high-volume, low-touch environment. We’re looking for candidates who: - Understand B2B SaaS Sales and can think at scale, focusing on the customer journey - Can identify, communicate and execute improvements to day-to-day processes using automation and AI - Are articulate, enthusiastic, and effective communicators - Enjoy working in an experimental environment, and understand the need for velocity over process - Want to build skills in modernizing operations in the sales process, with a focus on quality customer digital experience Nice-to-have skills include: - An awareness of regulatory responsibilities for crypto businesses - Basic knowledge of the small-to-medium crypto customer’s business goals About Chainalysis Blockchain technology is powering a growing wave of innovation. Businesses and governments around the world are using blockchains to make banking more efficient, connect with their customers, and investigate criminal cases. As adoption of blockchain technology grows, more and more organizations seek access to all this ecosystem has to offer. That’s where Chainalysis comes in. We provide complete knowledge of what’s happening on blockchains through our data, services, and solutions. With Chainalysis, organizations can navigate blockchains safely and with confidence. You belong here. At Chainalysis, we believe that diversity of experience and thought makes us stronger. With both customers and employees around the world, we are committed to ensuring our team reflects the unique communities around us. We’re ensuring we keep learning by committing to continually revisit and reevaluate our diversity culture. We encourage applicants across any race, ethnicity, gender/gender expression, age, spirituality, ability, experience and more. If you need any accommodations to make our interview process more accessible to you due to a disability, don't hesitate to let us know. You can learn more here. We can’t wait to meet you.

United States
$90K - $105K / year
Excellus BlueCross BlueShield logo

Retention Platform Specialist

Excellus BlueCross BlueShield

UPSTARS – продуктова IT-компанія, з якою злітають і люди, і бренди. Наш основний фокус – технологічні рішення та B2B-послуги для міжнародних клієнтів.

Full TimeRemoteTeam 2-10H1B No Sponsor

UPSTARS – продуктова IT-компанія, з якою злітають і люди, і бренди. Наш основний фокус – технологічні рішення та B2B-послуги для міжнародних клієнтів. Запускаємо зіркові проєкти у сфері iGaming, які отримують визнання та найвищі оцінки профільних рейтингів ✨ І так, підтримувати легальний та прозорий ринок України – це маст хев, тому третіми в країні отримали B2B-ліцензію на надання послуг у сфері азартних ігор. У 2026 ми активно масштабуємо і проєкти, і дрім тім. Тому для підсилення Retention команди шукаємо Retention Platform Specialist. ✅ Твої майбутні задачі: - адаптація retention platform та третіх сервісів під бізнес-завдання продуктів; - збирання вимог і фідбеку стейкхолдерів для внесення змін на платформі; - розробка та автоматизація флоу на retention platform; - написанням ТЗ на внесення змін і нового функціоналу; - організація процесу інтеграції з третіми сервісами, бекендом та виявлення і розв'язання проблем з наявними інтеграціями; - пошук, інтеграція, тестування та підтримка якості показників у каналах маркетингових комунікацій; - замовлення розробки, налаштування, підтримка аналітики та звітів в рамках retention platform; - написання інструкцій, документації та проведення демо і навчання для користувачів retention platform; - пошук і дослідження нових перспективних рішень для комплексного розвитку профілю гравця 360; - складання звітності про виконану роботу. 💪 Твої скіли: - наявний досвід з retention платформами (CDP, CRM, ESP); - знання каналів комунікації (email, sms, push, pop-up); - робота з аналітичними інструментами та розуміння retention-метрик; - експертиза в налаштуванні інфраструктури каналів комунікації; - розуміння принципу бізнес-аналізу; - досвід роботи зі звітністю. 🌟 Наші цінності та переваги: - командність – гуртом не лише працюємо, а ще й відпочиваємо, двіжуємо і робимо добрі справи; - позитив – з легкістю йдемо по життю і отримуємо драйв від круто зробленої роботи, цікавих задач і фідбеку тіммейтів; - можливості – пропонуємо чіткий кар’єрний план з Performance Review, тренінги, менторинг-програми та інші інструменти для реалізації як у карʼєрі, так і у житті; - сміливість – беремося за задачі із зірочкою, не боїмося викликів і амбітних планів; - відкритість – говоримо прямо і просто навіть про складне, чуємо ідеї та фідбеки і цінуємо проактивність; - маємо власні потужності для створення технологічних рішень з нуля; - автоматизуємо рутину, щоб використовувати час для розвитку та професійного зростання всередині компанії; - не любимо бюрократію та застарілі підходи – ми за свободу дій. 🍪 Маст-хев: - працюй там, де комфортно та безпечно – в офісах або віддалено; - офіційне оформлення в Україні або Польщі – підтримаємо у вирішенні бюрократичних питань та допоможемо з документами; - 20 робочих днів оплачуваної відпустки, державні вихідні і лікарняні – ми за ворк-лайф беленс; - медичне страхування у топових клініках і покриття витрат на психолога на платформі Pleso; - Benefit cafe – щомісячно витрачай кошти на уподобання, хобі, спорт тощо; - івенти – бери участь у майстер-класах, відвідуй тімбілдинги та корпоративи; - навчання під будь-який запит – індивідуальний бюджет на курси, корпоративна англійська, воркшопи та онлайн-бібліотека. І ще про важливе: ❗️Не маємо клієнтів, які б використовували наші розробки та послуги на українському ринку. ❗️Не працюємо з клієнтами ринку країни-агресора чи будь-якого іншого російськомовного ринку. Відчуваєш метч за цінностями і бажання професійно зростати? Давай знайомитися! 😉 P.S. Якщо після відгуку не бачиш нашого листа – зазирни у “Спам” або інші розділи. Іноді наші відповіді губляться там 👀

Ukraine
Full TimeRemoteTeam 1,001-5,000H1B No Sponsor

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing a prompt, efficient and high-quality service. They are willing to build and maintain colleague relationships, face new opportunities, and learn and research independently when needed. POSITION SUMMARY: - The Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing a prompt, efficient and high-quality service. They are willing to build and maintain colleague relationships, face new opportunities, and learn and research independently when needed. PRIMARY RESPONSIBILITIES: - Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. - Produces required reports and extracts from appropriate agency management system(s). - Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes and terminations in benefit administration systems. - Provides secondary Employee Care Center support for all Employee Benefits group clients. - Provides claims advocacy for clients. - Assists with collating EBG presentations and marketing materials. - Is responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation. - Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed. - Cultivates strong relationships with insurance company partners. - Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources. - Is available as a secondary resource to clients if primary resource and/or team is unavailable. - Maintains compliance documents and performs updates to them when necessary. - Responsible for communications and providing printed materials to clients, employees, and vendors, with regards to COBRA renewals. - Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process - Conducts effective enrollment meetings, as needed. - Looks for opportunities to improve the firm, Business Segment and processes. - Brings issues and discrepancies to the attention of appropriate leadership. EDUCATION AND EXPERIENCE REQUIREMENTS: - Certification(s): None required; None preferred - License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: - Strong presentation skills, both verbal and written communications. - Capacity to manage multiple tasks while using strong reasoning and analytical skills. - Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: - Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) - Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: - None SPECIAL WORKING CONDITIONS: - Fast paced multi-tasking environment - Travel may be required. IMPORTANT NOTICE: - This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): - BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: - Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. - Produces required reports and extracts from appropriate agency management system(s). - Receives and maintains benefits administration requests from assigned accounts including eligibility management items such as adds, changes and terminations in benefit administration systems. - Provides secondary Employee Care Center support for all Employee Benefits group clients. - Provides claims advocacy for clients. - Assists with collating EBG presentations and marketing materials. - Is responsible for client enrollment kit fulfillment that involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation. - Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed. - Cultivates strong relationships with insurance company partners. - Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources. - Is available as a secondary resource to clients if primary resource and/or team is unavailable. - Maintains compliance documents and performs updates to them when necessary. - Responsible for communications and providing printed materials to clients, employees, and vendors, with regards to COBRA renewals. - Responsible for communications and providing printed materials to the Employee Benefits group, insurance company partners, and clients, about the renewal process - Conducts effective enrollment meetings, as needed. - Looks for opportunities to improve the firm, Business Segment and processes. - Brings issues and discrepancies to the attention of appropriate leadership. MANAGEMENT AND SUPERVISORY SCOPE: - Insert FINANCIAL AND BUDGET ACCOUNTABILITY: - Yes/No Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

United States
Job Closed
Upstart logo

Customer Experience Specialist, Home Lending

Upstart

Our mission is to enable effortless credit based on true risk.

Full TimeRemoteTeam 1,001-5,000Since 2012H1B Sponsor

About Upstart At Upstart, we’re united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans. Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence. As the leading AI lending marketplace, we partner with banks and credit unions to expand access to affordable credit through technology that’s both radically intelligent and deeply human. Our platform runs over one million predictions per borrower using more than 1,800 signals, powering smarter, fairer decisions for millions of customers. But the numbers only hint at the impact. Every idea, every voice, and every contribution moves us closer to a world where credit never stands between people and their financial progress. We’re proudly digital-first, giving most Upstarters the flexibility to do their best work from wherever they thrive, alongside teammates across 80+ cities in the US and Canada. Digital-first doesn’t mean distant. We’re intentional about in-person connection through team onsites, planning sessions, and moments that spark creativity and trust. And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you’ll have the support to work in the way that works best for you. If you’re energized by tackling meaningful problems, excited to innovate with purpose, and motivated by work that truly matters, we’d love to hear from you. The Team: The Home Lending Operations team at Upstart is building a borrower experience that is clear, accessible, and human—from the very first interaction through to loan funding. While most of the loan lifecycle is handled by pod-based specialists, the Customer Experience (CX) team plays a pivotal role in guiding potential borrowers and early-stage applicants through the process. This team is instrumental in reducing reliance on traditional call centers by providing proactive, personalized support via phone, email, and chat. As a Customer Experience Specialist, you’ll be the first point of contact for individuals exploring or applying for a home lending product. You’ll answer questions, resolve concerns, and ensure early-stage interactions reflect Upstart’s mission of delivering an effortless credit experience. You’ll also handle escalations from across the operation, requiring empathy, professionalism, and sound judgment. How you’ll make an impact - Answer inbound calls from prospective borrowers and applicants whose files have not yet been assigned to a processing pod, guiding them through next steps and answering product questions. - Respond to inbound email inquiries and manage real-time chat support (in future-state implementation), providing accurate, helpful, and timely information. - Take ownership of escalation calls from applicants requesting a supervisor, resolving concerns professionally while adhering to compliance and policy guidelines. - Support funnel conversion by proactively identifying and addressing common applicant questions or pain points. - Maintain accurate notes of all borrower interactions in tools such as Salesforce and Vesta to ensure visibility and alignment across teams. - Identify opportunities to improve CX processes, documentation, or messaging based on recurring feedback or support trends. - Collaborate with Pods, Training, and Quality teams to ensure consistency across all borrower touch points. Minimum Qualifications - 1–2 years of experience in customer service, call center, or borrower support within a financial services or fintech environment. - Outstanding communication and interpersonal skills, including the ability to explain complex information clearly and professionally. - Proven ability to handle sensitive or escalated customer conversations with empathy and professionalism. - Comfortable navigating multiple systems and tools simultaneously (e.g., Salesforce, Vesta, telephony and chat platforms). - Ability to work standard hours (9 AM – 5:30 PM EST) and occasional weekends as business needs evolve. - Reside within 60 miles of Columbus, OH, and able to work from the office at least two days per week. Preferred Qualifications - Experience in mortgage, home equity, or consumer lending operations. - Familiarity with front-line customer support tools and knowledge management platforms. - Experience in early-stage applicant engagement or lead nurturing. - Comfort working in high-growth, change-oriented environments where feedback loops are fast and frequent Position location This role is available in the following locations: Columbus, Ohio In-Office requirements. You will be required to work from the Eastion, Ohio office 2 days per week Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions’ cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time. #LI-Entry This is a Non-Exempt position. Employees in this position are paid an hourly pay rate, on a bi-weekly basis, and are eligible to receive overtime pay for any hours worked over 40 in a work week, or over 8 in a work day if required by state law. Columbus, OH - Anticipated Hourly Rate Range $25.48—$25.48 USD What you'll love At Upstart, our benefits are designed to support your health, financial well-being, family, and personal growth. Here’s what you can expect: - Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly - Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year - Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees - Affordable medical, dental, and vision coverage, with multiple plan options - Upstart covers 90% to 100% of the cost depending on the plans you choose - Health Savings Account contributions from Upstart for eligible plans - Income protection benefits, including company-paid Basic Life, AD&D, and Short- and Long-Term Disability coverage, with options to purchase supplemental coverage - Paid time off, sick and safe time, and company holidays - Paid family and parental leave to support caregiving and major life moments - Family-centered benefits through Carrot and Cleo, supporting fertility, parenthood, and caregiving - Employee Assistance Program (EAP) offering mental health support and life-centered resources - Financial wellness resources, including access to financial planning tools and a financial concierge service - Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you - Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from - Connection and community through team events and onsites, all-company updates, and employee resource groups (ERGs) - Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our four offices, located in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!). Upstart is a proud Equal Opportunity Employer. Just as we are dedicated to improving access to affordable credit for all, we are committed to inclusive and fair hiring practices. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com https://www.upstart.com/candidate_privacy_policy

Ohio
$25 / year
Job Closed