Talent First

Customer Retention Specialist

• Own the customer retention process, managing refund requests while maximizing retained revenue and delivering a positive customer experience
• Negotiate alternatives to refunds, including account credits, payment plans, partial refunds, course transfers, and other retention solutions
• Recover overdue installment payments by proactively engaging customers and resolving billing-related issues
• Partner with the Billing team to reduce payment defaults, chargebacks, and outstanding balances
• Analyze the root causes behind refund requests and payment failures, providing actionable insights to Sales, Product, and Operations teams
• Develop and continuously improve retention strategies, workflows, communication scripts, and internal processes
• Track and report key retention metrics, including refund rates, retention rates, recovered revenue, installment recovery, and chargeback prevention
• Handle escalated customer cases, making data-driven decisions that balance customer satisfaction with business objectives
• Coach and support the retention team by sharing best practices, reviewing customer interactions, and maintaining high communication standards
• Collaborate with Sales, Customer Success, Finance, Legal, and Operations to ensure a seamless customer experience
• Identify opportunities to automate retention processes and improve operational efficiency
• Take ownership of retention KPIs while testing and implementing initiatives that improve revenue recovery and reduce financial losses

Lead Retention Specialist