Talent.com
Client Retention & Sales Specialist
Client Retention & Sales Specialist7Figures • Cape Coral, FL, US
Client Retention & Sales Specialist

Client Retention & Sales Specialist

7Figures • Cape Coral, FL, US
21 days ago
Job type
  • Full-time
Job description

Client Success Manager (CSM)

7Figures is a leading marketing agency serving over 700 clients nationwide, with a team of 50+ employees and $10M in annual revenue. Our mission is to help Doctors, Lawyers, & Accounting professionals grow their practices using cutting-edge marketing, advertising, and sales solutions. As we continue to scale, we're looking for a driven, emotionally intelligent, and solutions-oriented Client Success Manager (CSM) to protect our client relationships, uphold retention, and solve high-impact client concerns.

Role Overview

This isn't your average account manager role. You are the firefighter, the fixer, and the face of solutions. You'll be on the front lines of client retention responsible for handling our highest-risk accounts, urgent escalations, and clients who are dissatisfied or threatening to cancel. Your goal is to turn frustration into satisfaction and convert threats into long-term loyalty.

This is a high-stakes, high-reward position for someone who thrives under pressure, communicates exceptionally well, and knows how to "resell" the value of our services during times of doubt.

Responsibilities

Client Firefighting & Retention

  • 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.

Client Communication & Re-Selling

  • 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.
  • Strategy, Insights & Internal Collaboration

  • 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.
  • Cross-Functional Coordination

  • 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.
  • Monday Board Management

    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.

    Qualifications

  • 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
  • Compensation & Benefits

  • Base with an uncapped commission plan with $100K+ OTE
  • Work closely with executive leadership and directly impact company retention metrics
  • Remote flexibility with standard EST availability
  • Growth path into Senior Client Success, Sales Leadership, or Strategy
  • 50% Medical Benefits coverage for Gold Plan United Healthcare
  • 401k optional
  • Who This Is For

    This role is for someone who loves high-stakes conversations, hates losing clients, and thrives in chaos with structure. You're the type who stays calm under pressure, sees objections as opportunities, and genuinely loves helping people win even when they're angry.

    The CSM is responsible for proactively engaging with clients to reduce churn, increase lifetime value, and recover at-risk accounts. This role combines a base salary with call-based incentives and high-value commissions on saves, upsells, and resolution wins.

    Internal Title : Client Success Manager

    Location : Remote (USA preferred)

    Compensation (OTE) : $100,000+

    Reports to : Vice President of Client Success & COO

    Create a job alert for this search

    Retention Specialist • Cape Coral, FL, US

    Related jobs
    Flexible and Remote- Client Service Rep

    Flexible and Remote- Client Service Rep

    Global Elite • Cape Coral, FL, US
    Remote
    Full-time
    Flexible And Remote- Client Service Rep.Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create...Show more
    Last updated: 22 days ago • Promoted
    Advertising Sales - Commissioned Sales Representative (Remote)

    Advertising Sales - Commissioned Sales Representative (Remote)

    MonetizeMore • Cape Coral, FL, US
    Remote
    Full-time
    At MonetizeMore, we're all about using data to transform how the advertising industry tackles IVT (Invalid Traffic) and fraud prevention. Our products deliver real impactand we need top-tier talent ...Show more
    Last updated: 21 days ago • Promoted
    Sales Manager in Training Role - Remote and Flexible!

    Sales Manager in Training Role - Remote and Flexible!

    Global Elite • Cape Coral, FL, US
    Remote
    Full-time
    Sales Manager In Training Role - Remote And Flexible!.Exciting opportunity for experienced professionals : Sales Manager role - remote and flexible!. Are you a seasoned professional with a wealth of ...Show more
    Last updated: 22 days ago • Promoted
    Outside Sales Rep

    Outside Sales Rep

    Gpac • Cape Coral, Florida, United States
    Full-time
    Quick Apply
    Outside Sales Rep – Signage.We are seeking a dynamic and enthusiastic Outside Sales Rep in the Signage industry to become a key member of our expanding team! In this role, you will be tasked ...Show more
    Last updated: 30+ days ago
    Outside Sales Professional

    Outside Sales Professional

    FastSigns • Cape Coral, FL, US
    Full-time
    Health Insurance & Dental Insurance.Base Salary plus Commission (no Limit on Commission).Monday thru Thursday 8 : 30 am - 4 : 30 pm Friday 8 : 30 am - 3 : 00 pm. Careful attention to detail utilizing work o...Show more
    Last updated: 22 days ago • Promoted
    Transform Your Income : Remote Insurance Sales with High Earning Potential

    Transform Your Income : Remote Insurance Sales with High Earning Potential

    Griffin Agency • Pine Manor, FL, US
    Remote
    Full-time +2
    Quick Apply
    We are an insurance technology and distribution platform that is transforming the industry.We have developed a paperless, data driven underwriting process that allows us to issue policies in less t...Show more
    Last updated: 30+ days ago
    Sales Ops I3

    Sales Ops I3

    Abacus Service Corporation • Cape Coral, FL, US
    Full-time
    About the Role As a Client Success Manager you will work primarily with our wide variety client base, ranging from SMB to Enterprise / Strategic. During the customer's onboarding experience you will a...Show more
    Last updated: 22 days ago • Promoted
    Remote Sales Consultant

    Remote Sales Consultant

    Kenneth Brown Agency • Cape Coral, FL, US
    Remote
    Full-time
    Join Our Award-Winning Team and Propel Your Career to New Heights!.Our company has been recognized as a Top Company Culture for consecutive years by Entrepreneur Magazine, with outstanding employee...Show more
    Last updated: 22 days ago • Promoted
    Transaction Coordinator

    Transaction Coordinator

    House Buyers of America • Cape Coral, FL, US
    Full-time
    House Buyers of America is looking for a remote Settlement Coordinator to ensure all acquisitions and dispositions go to settlement in a timely manner. Ensure acquisitions are processed in a timely ...Show more
    Last updated: 21 days ago • Promoted
    Sales Manager in Training (100% Remote)

    Sales Manager in Training (100% Remote)

    Global Elite • Cape Coral, FL, US
    Remote
    Full-time
    Sales Manager In Training (100% Remote).We're looking for enthusiastic, hard-working, friendly individuals to come work at AO and support a huge network of clients. This position relies on outstandi...Show more
    Last updated: 22 days ago • Promoted
    Business Process Specialist, Private Client Services

    Business Process Specialist, Private Client Services

    Marsh LLC • Fort Myers, FL, United States
    Permanent
    Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...Show more
    Last updated: 30+ days ago • Promoted
    Sales Manager in Training Role - Remote

    Sales Manager in Training Role - Remote

    Global Elite • Cape Coral, FL, US
    Remote
    Full-time
    Sales Manager In Training Role - Remote.Exciting opportunity for experienced professionals : Sales Manager role - remote and flexible! Are you a seasoned professional with a wealth of experience in ...Show more
    Last updated: 6 days ago • Promoted
    Remote Sales Rep-Entry or Seasoned

    Remote Sales Rep-Entry or Seasoned

    Good As Gold Enterprise LLC • Cape Coral, FL, us
    Remote
    Full-time
    Quick Apply
    Career Opportunity : Independent Life Insurance Agent(100% Commission).Join a leading life insurance agency dedicated to providing innovative insurance solutions tailored to meet the diverse needs o...Show more
    Last updated: 30+ days ago
    ENTRY SALES TO MANAGEMENT (REMOTE)

    ENTRY SALES TO MANAGEMENT (REMOTE)

    Global Elite • Cape Coral, FL, US
    Remote
    Full-time
    Entry Sales To Management (Remote).Incredible Growth Opportunities.World Class Mentors and Leadership Teams.AO is looking for overachievers that pride themselves on developing incredible working an...Show more
    Last updated: 22 days ago • Promoted
    Remote Manager in Training- CS / Sales

    Remote Manager in Training- CS / Sales

    Global Elite • Cape Coral, FL, US
    Remote
    Full-time
    Remote Manager In Training - CS / Sales.Join Our Team as a Sales Manager - Work from Anywhere! Are you an experienced and motivated individual looking to elevate your career in customer service and s...Show more
    Last updated: 22 days ago • Promoted
    Client Experience Specialist

    Client Experience Specialist

    Atticus • Cape Coral, FL, US
    Full-time
    At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives.Atticus makes it eas...Show more
    Last updated: 22 days ago • Promoted
    Revenue Cycle Specialist

    Revenue Cycle Specialist

    Physicians' Primary Care of Southwest Florida • Fort Myers, FL, United States
    Full-time
    Physicians' Primary Care of Southwest Florida is a premier physician owned and managed primary care practice with locations in Cape Coral, Fort Myers, Estero and Lehigh Acres.We are currently seeki...Show more
    Last updated: 17 days ago • Promoted
    Sales Operations Specialist

    Sales Operations Specialist

    FSI Services • Cape Coral, FL, US
    Full-time
    At FSI, you'll join a team of passionate professionals dedicated to empowering efficient and safe hospital operations.FSI supports over 400 million ft of hospital space every year to run transforma...Show more
    Last updated: 22 days ago • Promoted