4 дня назад
Customer Success Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Success Analyst (Fintech): Managing a portfolio of POS relationships to reduce attrition and ensure profitability with an accent on client retention and rate analysis. Focus on executing retention strategies, negotiating with clients, and managing account reviews.
Location: Oklahoma City, Oklahoma (Onsite)
Company
is a leading provider of payment technology services and commerce solutions.
What you will do
- Cultivate and retain client relationships to reduce year-over-year attrition within a defined POS portfolio.
- Perform rate analysis and interpret competitor quotes to negotiate and maximize revenue potential.
- Collaborate with strategic partners to identify at-risk accounts and execute retention strategies.
- Manage and resolve client complaints, providing professional service and follow-up.
- Conduct proactive outreach to newly assigned accounts and handle inbound customer inquiries.
- Maintain detailed documentation of client status and interactions within Salesforce.
Requirements
- Experience in client relationship cultivation and retention.
- Ability to perform financial rate analysis and competitive benchmarking.
- Strong consultative negotiation skills to retain accounts.
- Proficiency in Salesforce for record management and compliance.
- Location: Must be based in Oklahoma City, Oklahoma
Culture & Benefits
- Opportunity for continuous improvement through dedicated coaching and team development.
- Professional environment focused on serving entrepreneurs and building mutually profitable relationships.
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