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B2B Retentions Specialist

The Portfolio Group · Manchester

🇬🇧 English
Salesforce

Job description

About the role

We are seeking a B2B Retentions Specialist to deliver exceptional service to new and existing clients of a global software provider. You will identify at‑risk accounts, proactively reach out to offer support and training, and resolve any service issues to boost engagement and retention.

Key responsibilities

  • Take ownership of all service issues, diagnose root causes and provide suitable resolutions.
  • Record detailed case information in Salesforce or the relevant CRM for reporting and MI.
  • Manage technical and compliance‑related complaints, following procedures and notifying internal contacts.
  • Identify and proactively contact at‑risk clients to promote product benefits and encourage usage.
  • Provide feedback to sales and service teams to improve processes and best practices.
  • Help improve client sentiment and online reputation by reaching out to dissatisfied users.

Required profile

  • Proven customer service experience, preferably in a B2B environment.
  • Soft sales abilities, including objection handling and making recommendations based on client needs.
  • Excellent listening and communication skills across varying technical abilities.
  • Ability to thrive in a fast‑paced, changing environment.
  • Self‑motivated with responsibility for own product knowledge.

Required skills

  • Salesforce (or comparable CRM) proficiency.

What we offer

  • Enhanced holiday entitlement – 25 days, increasing with service.
  • Private healthcare after 5 years.
  • New business referral scheme and paid birthday leave.
  • Pension contribution up to 7%.
  • Group life insurance, eye‑care contribution, free fruit, travel season‑ticket loan.

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Published 2 months ago

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The Portfolio Group

Manchester