Customer Retention Specialist I
About Us
HighLevel is an AI-powered, all-in-one white-label sales and marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We proudly support a global and growing community of over 2 million businesses, including agencies, consultants, and organizations across industries. HighLevel equips users with the tools needed to capture, nurture, and convert leads into loyal customers.
As of mid-2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events daily. Our platform manages over 470 terabytes of data across five databases, operates through a network of 250+ microservices, and supports more than 1 million hostnames.
Our People
With over 1500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software — we are building a global community rooted in creativity, collaboration, and impact. We cultivate a culture where innovation thrives, ideas are celebrated, and people come first.
Our Impact
As of mid-2025, our platform powers over 1.5 billion messages, generates more than 200 million leads, and facilitates over 20 million conversations every month for the 2+ million businesses we serve. Behind those numbers are real people growing their companies and connecting with customers — and we help make that happen.
Learn more about us on our YouTube Channel or Blog Posts
Who You Are :
As a Customer Retention Specialist, you're going to be customer-obsessed, proactively outreaching to customers at risk, and driven by results. You naturally spot risks before they turn into churn and take ownership of customer outcomes. You’re comfortable initiating meaningful conversations, handling objections with confidence, and turning at-risk customers into loyal advocates.
You bring a consultative mindset to every interaction — listening first, diagnosing the real issue, and guiding customers toward solutions that reinforce the value of staying with HighLevel. Data signals like HealthScore drops, payment failures, cancellation intent, low product usage, and reactivation opportunities don’t intimidate you; they energize you.
You thrive in fast-paced environments, communicate with clarity and empathy, and are motivated by measurable impact on retention, engagement, and revenue.
What You’ll Be Doing :
Proactive Outreach & Engagement
Conduct daily outbound outreach (calls, emails, follow-ups) to assigned accounts.
Engage customers flagged for:
HealthScore decline
Payment failures
Cancellation intent
Low product usage
Reactivation opportunities
Identify root causes behind customer concerns through active listening and discovery.
Provide consultative guidance and structured solutions to retain and support customers.
Retention & Revenue Support
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 where appropriate.
Support churn reduction and revenue retention goals through escalating recurring issues to leadership.
Customer Experience & Documentation
Deliver personalized, positive support aligned with the company brand.
Accurately log all interactions and update CRM records in GHL.
Apply appropriate tags and track case outcomes for reporting and analysis.
Maintain detailed documentation to support transparency and performance tracking.
Continuous Improvement
Identify trends and recurring challenges impacting retention.
Provide feedback to leadership on improvement opportunities.
Maintain strong product knowledge of HighLevel services and best practices.
Take ownership of individual performance metrics and outreach targets.
What You’ll Bring :
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
Education & Experience :
Bachelor’s degree preferred
2+ years of Customer Service or B2B Sales experience