Related skills
crm account management data analysis customer success salesforceπ Description
- Own a portfolio of at-risk accounts and reach out before churn signals escalate
- Conduct retention calls and negotiate renewal options to secure partnerships
- Analyze account health weekly to identify trends and high-risk accounts
- Aim for monthly and quarterly retention KPIs; report progress to your manager
- Collaborate with Sales and Account Management to hand off expansion opportunities
- Document all customer interactions in the CRM to maintain records and forecasting
π― Requirements
- 1+ years in retention, account management, or customer success (energy/SaaS)
- Proven ability to manage high-volume accounts and hit retention targets
- Proficiency with CRM tools (Salesforce or equivalent) for tracking activity
- Experience analyzing data to prioritize outreach and identify churn risk
- Strong communication to navigate tough conversations and reach outcomes
- Comfort working independently in a fast-paced environment with shifting priorities
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