About This Role
The Client Retention Specialist at Specialty Capital is responsible for managing and strengthening relationships with existing merchants. This role focuses on maximizing client retention, identifying renewal opportunities, and maintaining long-term relationships with merchants who have previously received funding.
Responsibilities
- Maintain consistent communication with existing merchants to build trust, strengthen relationships, and encourage long-term loyalty.
- Identify merchants who may qualify for additional funding and proactively initiate conversations regarding renewal options.
- Conduct daily outbound calls, emails, and follow-ups to engage existing clients and generate renewal opportunities.
- Re-engage inactive merchants, understand why clients may not be returning, and develop strategies to win back their business.
- Work closely with underwriting, pricing, business development, and operations teams to facilitate a smooth renewal process from initial outreach through funding.
- Understand each merchant's business performance, cash flow needs, and funding objectives to help identify appropriate solutions.
- Maintain accurate records of client interactions, follow-up activities, renewal opportunities, and pipeline status within company systems.
- Meet established targets for client engagement, renewal opportunities, conversion rates, and funded volume.
- Address client questions and concerns professionally, coordinating internally to resolve issues that may affect client satisfaction or future business.
- Maximize the lifetime value of existing merchant relationships by consistently identifying opportunities for repeat funding.
Requirements
- Proven experience in client relationship management or sales.
- Strong communication and interpersonal skills.
- Ability to understand client needs and provide appropriate solutions.
- Proactive and results-oriented mindset.
- Experience in a financial services or funding environment is a plus.
Benefits
- Opportunity for career advancement within the company.
- Comprehensive training program to develop skills in client retention and sales.
- Supportive team environment focused on collaboration and success.
Important Details
Application Process
- Submit your application through the company website.
- Prepare for an interview that may include a discussion of your experience and approach to client retention.
About the Company
Specialty Capital focuses on providing funding solutions to businesses, helping them achieve their financial goals and grow their operations.
