7FigureDocs · 3 days ago
Client Retention & Sales Specialist
United States
Full-time
Remote
Mid Level
$100K/yr - $100K/yr
3+ years exp7FigureDocs is a leading marketing agency focused on helping professionals grow their practices through innovative marketing solutions. The Client Retention & Sales Specialist will be responsible for managing client relationships, addressing urgent concerns, and ensuring client satisfaction to maintain retention and loyalty.
AdvertisingDigital MarketingMarketing
Hiring Manager
Camille Alvarez
Responsibilities
Take ownership of all cancel-threat and escalated client cases the same/next day
Maintain a "Save Rate" of 33% or higher for at-risk clients
Proactively identify red flags across active accounts and intervene early
Handle urgent matters (billing complaints, strategy misalignment, miscommunication) with precision and professionalism
Reaffirm the value of our service and “re-close” clients during periods of dissatisfaction
Conduct live Zoom calls, loom videos, and written responses that calm, clarify, and compel clients to stay
Collaborate with Account Managers and Billing to create recovery plans, negotiate resolutions, and reinforce our commitment to success
Work hand-in-hand with the VP of Client Success to execute client retention strategies
Keep a pulse on client satisfaction trends and provide feedback loops to internal departments
Contribute to cancel-threat reporting, client satisfaction metrics, and weekly team recaps
Partner with Sales, Billing, and Fulfillment teams to diagnose issues and recommend improvements
Sit in on critical onboarding calls or "save-the-account" meetings when needed
Participate in weekly leadership syncs and client success meetings
Oversee the company’s client journey board in Monday.com — proactively identify and resolve bottlenecks by collaborating closely with Account Managers and communicate directly with the clients
Qualification
Required
3+ years in a client success, account management, or sales role (agency experience is a plus). Sales training is a must
Proven ability to manage escalations, resolve conflict, and drive retention
Strong persuasive communication skills – verbal and written
High emotional intelligence and a solutions-first attitude
Comfortable with a fast-paced, demanding, and dynamic work environment
MUST HAVE THICK SKIN
Benefits
50% Medical Benefits coverage United Healthcare
401k optional
Company
7FigureDocs
7FigureDocs offers marketing strategies to help doctors attract more patients through social media and paid advertising.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brian Hannon
Founder & CEO
Bradley Broncati
Co-Founder & COO
Company data provided by crunchbase