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HighLevel

Customer Retention Specialist

HighLevel

. Conduct daily outbound outreach through calls, emails, and follow-ups to assigned accounts .

Posted 10/15/2026full-timeRemote • United StatesJuniorMid-Level💰 $44,000 - $52,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong English communication skills and effective objection-handling abilities while engaging customers to support retention and revenue goals. Proficient in utilizing CRM systems and maintaining detailed documentation to track customer interactions and outcomes.

Highest-signal resume keywords
Customer Service ExperienceB2B Sales ExperienceCRM Systems FamiliarityStrong English Communication SkillsOrganized and Detail-Oriented

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer Retention StrategiesObjection HandlingData AnalysisPlan OptimizationDocumentation Maintenance
Soft Skills
Active ListeningEmotional IntelligenceMultitaskingConsultative GuidanceProfessional Communication
Tools & Technologies
Google SuiteCRM SystemsHighLevel Services
Industry Keywords
SaaS ProductsChurn ReductionRevenue RetentionOutbound OutreachCustomer Support

About the role

Key responsibilities & impact
  • Conduct daily outbound outreach through calls, emails, and follow-ups to assigned accounts
  • Engage customers flagged for HealthScore decline, payment failures, cancellation intent, low product usage, and reactivation opportunities
  • Identify root causes behind customer concerns through active listening and discovery
  • Provide consultative guidance and structured solutions to retain and support customers
  • Communicate the value of HighLevel’s services clearly and confidently
  • Handle objections professionally and work toward mutually beneficial outcomes
  • Identify opportunities for plan optimization, upgrades, or reactivation
  • Support churn reduction and revenue retention goals by escalating recurring issues to leadership
  • Deliver personalized, positive customer support aligned with the company brand
  • Log interactions and update CRM records in GHL
  • Apply tags and track case outcomes for reporting and analysis
  • Maintain detailed documentation
  • Identify retention trends and recurring challenges
  • Provide feedback to leadership on improvement opportunities
  • Maintain strong product knowledge of HighLevel services and best practices
  • Own individual performance metrics and outreach targets

Requirements

What you’ll need
  • Strong English communication skills (verbal and written)
  • Effective objection-handling and follow-up abilities
  • Experience working in a remote environment with structured daily targets
  • Organized, process-driven, and detail-oriented approach
  • Familiarity with SaaS products and CRM systems (GHL experience is a plus)
  • Working knowledge of Google Suite (Docs, Sheets, Calendar)
  • Ability to multitask while maintaining quality
  • Customer-focused mindset with high emotional intelligence
  • Comfort operating in a fast-paced, data-driven environment
  • Reliable high-speed internet and a distraction-free workspace
  • 2+ years of Customer Service or B2B Sales experience