Retention Specialist (Remote)
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What you'll do
- Respond promptly and professionally to customer retention inquiries via phone, email, and Salesforce cases, focusing on delivering positive customer outcomes.
- Manage inbound calls from customers requesting cancellation or downgrade. Apply problem-solving and retention techniques to overcome objections and highlight solution-based value.
- Identify the customer's industry, pain points, and usage trends to personalize your messaging and propose marketing strategies that align with their business goals.
- Leverage a structured offer tree, active listening, and product knowledge to recommend relevant features, services, or account optimizations.
- Use save offers judiciously based on call type, business rules, customer potential, and historical engagement data.
- Work collaboratively with Billing, Tier 1, Customer Success, and Product Support teams to resolve any underlying customer issues driving churn.
- Track cancellation reasons, identify trends, and participate in pilots or process improvements that enhance customer satisfaction and business performance.
What they're looking for
- 2+ years in a Customer Retention, Inside Sales, or Account Management role (preferably in a SaaS, tech, or subscription-based business)
- Strong verbal and written communication skills with a proven ability to handle sensitive customer conversations confidently
- Demonstrated experience with save-rate driven metrics or quota-based goals
- Ability to navigate difficult conversations and turn negative experiences into positive outcomes
- Strong analytical thinking with the ability to assess account history, campaign effectiveness, and billing patterns
- A growth mindset—someone who learns quickly, adapts in a fast-paced environment, and thrives on hitting goals
- The ability to navigate multiple systems to resolve customer inquiries.
Nice to have
- Familiarity with Salesforce, Stripe, Five9, IEX, Verint and customer lifecycle stages, and CRM best practices preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
At Constant Contact, we are seriously awesome people who take ownership and make an impact by operating with the mindset, integrity and courage of a small business owner. There’s something so profoundly rewarding about knowing that your work is empowering people everywhere to pursue their dreams. Here, we all play an integral part in helping business owners, entrepreneurs, non-profits and individuals to succeed by giving them all the help and tools they need to grow online. We’re energized by new challenges and new possibilities-and we’re just getting started!
As a Retention Specialist at Constant Contact, your role is to become a trusted advisor and advocate for our customers at a critical decision point. You will engage directly with customers expressing an intent to cancel or downgrade, and through your consultative, empathetic, and solutions-driven approach, you’ll help them rediscover the value of our platform. This position is pivotal in preserving revenue, reducing churn, and ensuring our customers feel heard, supported, and successful.
This is not an entry-level position. You must demonstrate seasoned judgment, advanced negotiation techniques, and a deep understanding of how our platform supports small businesses and nonprofits.
What You’ll Do
- Customer Retention Excellence
Respond promptly and professionally to customer retention inquiries via phone, email, and Salesforce cases, focusing on delivering positive customer outcomes. - Handle Save Opportunities
Manage inbound calls from customers requesting cancellation or downgrade. Apply problem-solving and retention techniques to overcome objections and highlight solution-based value. - Tailored Consultative Support
Identify the customer's industry, pain points, and usage trends to personalize your messaging and propose marketing strategies that align with their business goals. - Execute Retention Strategies
Leverage a structured offer tree, active listening, and product knowledge to recommend relevant features, services, or account optimizations. - Offer Management & Compliance
Use save offers judiciously based on call type, business rules, customer potential, and historical engagement data. - Cross-Functional Collaboration
Work collaboratively with Billing, Tier 1, Customer Success, and Product Support teams to resolve any underlying customer issues driving churn. - Insights & Special Projects
Track cancellation reasons, identify trends, and participate in pilots or process improvements that enhance customer satisfaction and business performance.
What You Bring
- 2+ years in a Customer Retention, Inside Sales, or Account Management role (preferably in a SaaS, tech, or subscription-based business)
- Strong verbal and written communication skills with a proven ability to handle sensitive customer conversations confidently
- Demonstrated experience with save-rate driven metrics or quota-based goals
- Ability to navigate difficult conversations and turn negative experiences into positive outcomes
- Strong analytical thinking with the ability to assess account history, campaign effectiveness, and billing patterns
- Familiarity with Salesforce, Stripe, Five9, IEX, Verint and customer lifecycle stages, and CRM best practices preferred
- A growth mindset—someone who learns quickly, adapts in a fast-paced environment, and thrives on hitting goals
- The ability to navigate multiple systems to resolve customer inquiries.
Performance Metrics (Industry Best Practices)
- Save Rate Target: 40%+ on qualified cancellation calls -measures the percentage of customers who decide to keep their account after speaking with a Retention Specialist
- Talk Time Goal: 8–12 minutes average to allow for consultative interactions
- Invoice Retained: The Invoice Retained metric is one of the two primary KPIs used to evaluate the performance of the Retention team (the other being Save Rate). While Save Rate measures the percentage of customers who decide to keep their account after speaking with a Retention Specialist, Invoice Retained focuses on the revenue impact of those saves
- Retention Offer Usage: Within compliance of offer policy and guidelines
- 7-Day Stick Rate: Key retention validation metric (customer remains post-interaction)
Why This Role Matters
Retention Specialists are the frontline defense against revenue loss. Your ability to retain customers directly contributes to our business sustainability, customer trust, and brand reputation. You will be equipped with tools, training, and real-time data insights to help you succeed in delivering measurable impact—while advocating for and celebrating our customers.
Why Join Constant Contact
At Constant Contact, we don’t just help small businesses market smarter—we help them stay in business. You’ll be part of a passionate, high-performing team that drives retention through meaningful conversations, proactive problem-solving, and customer-focused strategy.
**This role presents the opportunity to earn $52K–$58K in annual on-target earnings (OTE), with additional earning potential based on individual performance after successfully completing training.
The specific salary offered to a candidate may be influenced by a variety of factors including the candidate’s experience, their education and work location. In addition, some roles may be eligible for additional on target commission pay or bonus. The compensation package includes health and welfare benefits including paid leave.
Why You’ll Love Us:
- We celebrate one another’s differences. We are proud of our culture of diversity and inclusion, and we're always working hard to strengthen and improve this culture. We have programs in place that bring us together on important issues and provide educational opportunities for all employees.
- Join the experts. If you're passionate about supporting businesses and organizations, you won’t find a better spot to share your talent. We’re dedicated to improving the quality of our product from a customer standpoint and have a true desire to enable the success of businesses, non-profit organizations, and community groups.
- You’ll have opportunities to grow your career. We encourage and support our team members to learn different aspects of the business, take on stretch assignments, seek coaching opportunities and professional development opportunities.
- A generous paid time off policy and a competitive benefits package that supports the health and well-being of you and your family
At Constant Contact, we’re all about work flexibility and are proud to serve our customers as a hybrid workforce. Our hybrid work model combines the convenience of remote work with access to our great office locations to collaborate in-person, participate in live trainings, and socialize with colleagues.
Application Deadline: 30 days. We may fill this job opening prior to the deadline if a candidate is selected by us.
Vision6 Pty Limited is an affiliate of Constant Contact, Inc. and a part of the Constant Contact group of brands.
Constant Contact is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, genetic information, veteran status or any other status protected under applicable law. If you require accessibility assistance applying for open positions, please contact talentacquisition@constantcontact.com.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
At Constant Contact, we respect personnel privacy and are committed to protecting the personal information we obtain and maintain from both current, former, and prospective employees. We maintain this Personnel Global Privacy Notice (this “Notice”) in compliance with applicable privacy laws, including the California Consumer Privacy Act (the “CCPA”) and the UK General Data Protection Regulation (collectively, the “Data Protection Laws”). Click here for a full copy of our General Personnel Privacy Notice.
Notice to Recruiters and Staffing Agencies:
Constant Contact has an internal talent acquisition department and designated career site for individuals looking to join our team. Constant Contact will not accept unsolicited resumes from any external recruiters, staffing firms, search agencies or any fee-based referrals. Any unsolicited resumes sent to directly to Constant Contact, in any capacity will be considered property of Constant Contact. Constant Contact will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
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