1-800Accountant · 1 day ago
Client Retention Specialist
Largo, FL
Full-time
Onsite
New Grad, Entry Level
$19/hr - $21/hr1-800Accountant is seeking a Client Retention Specialist responsible for protecting existing revenue by retaining clients at risk of cancellation. The role involves strong negotiation skills and problem-solving abilities to maintain long-term client relationships while addressing complex issues driving cancellations.
AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware
Responsibilities
Be the primary contact for all 1-800Accountant clients that are requesting to cancel their services
Address client request to cancel or alter their subscription to ensure client can continue working with the company
Overall objective to retain client while providing a positive an enjoyable experience
Effectively negotiate retention options (approved by management) with the client to prevent cancelation
Resolution may involve investigation into client’s support history or needs analysis based on customer business needs
If unsuccessful retaining client, track and provide cancelation reporting which can provide senior management insights
Attend monthly meetings to deliver data trends and key learnings on why clients are leaving or terminating their subscriptions with 1-800Accountant
Act as Red Flag Warning system for cancellation trends
Utilize Company Technology and Resources without challenge
Use Salesforce to detail client interactions
Consistently receive positive surveys from clients that you’ve attempted to save
Qualification
Required
Sales / Negotiation Skills Required
Excellent Verbal and Written Communication Skills
Technical, Product, and Policy Knowledge
Enthusiasm for 1-800Accountant and Clients
Ability to Attain Targets
Time Management Skills
Emotional Intelligence
Rapport Building Skills
Dependability
Ability to Work Under Pressure
Benefits
Medical, Dental, Vision, FSA, Dependent Care
401K with employer match
Upward mobility potential
Weekends off
Flex schedules
Earn top money while also maintaining a great work/life balance
Collaborative and inspirational work environment
Join an engaging community of like-minded individuals
Company
1-800Accountant
1-800Accountant is a tax and accounting firm making small business & personal accounting easy & mobile with its accounting platform.
Founded in 1999
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brendon Pack
Chief Executive Officer
Ryan Teeples
Fintech CTO
Recent News
Analyst’s corner
2025-11-07
Small Business Trends
2025-10-27
Company data provided by crunchbase