Sales Retention Specialist

Company Description: Seamless VA works closely with clients to understand their workflows and systems, recommend improvements, and design and implement scalable back-office solutions. Its services include virtual assistance, CRM management, customer support and admin outsourcing, technical support, cold calling and appointment setting, AI live chat, project coordination, and back-office automation. This end-to-end support model allows clients to scale operations without compromising their core vision or equity.

Role Description: The Sales Retention Specialist is a full-time remote role responsible for maintaining and strengthening long-term relationships with existing clients to maximize customer satisfaction and retention with a medical background.

Day-to-day tasks include monitoring client accounts, identifying risks of churn, and proactively engaging customers through calls, emails, and virtual meetings to address concerns and reinforce value. The specialist will analyze customer feedback and usage data, collaborate with internal teams to resolve issues, and recommend tailored solutions or service enhancements that align with client needs. Additional responsibilities include preparing retention reports, tracking key performance indicators, and contributing to retention strategies that support sustainable growth. This role requires consistent, professional communication and a focus on delivering a positive, reliable customer experience.

Qualifications

• Customer-focused abilities, including strong Customer Retention and Customer Satisfaction skills.
• Relationship-building strengths, such as excellent Interpersonal Skills and effective Communication skills.
• Experience in sales, account management, or customer success, ideally in a remote or BPO/outsourcing environment with a strong medical background.
• Proficiency with CRM tools and basic productivity software (e.g., email, spreadsheets, online collaboration platforms).
• Strong organizational skills, attention to detail, and the ability to manage multiple accounts and priorities independently.
• Comfort working remotely across time zones, with reliable internet connectivity and a professional home workspace.
• Relevant education or training in business, sales, communications, or a related field is preferred but not mandatory.