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1-800 Accountant Retention Representative in Saint Petersburg, Florida

We are growing and looking for individuals experienced in retention that have a good understanding of client retention processes and procedures. Hard-working, self-starting team members who love a fast-paced environment and genuinely enjoy helping their clients. We need your help to grow!

Compensation: $40,000 annual based on experience + quarterly incentives!!!

W2 Full Time

Monday-Friday (with overtime opportunities)

Company?s health and welfare benefits including:

  • Medical

  • Dental

  • Vision

  • FSA

  • Dependent Care

  • Transit benefits

  • 401K with employer match!

  • Accrue paid time off days

  • Growth! Upward mobility

Location: 800 Carillon Pkwy Ste. 250, St. Petersburg, FL 33716

Core Competencies:

  • Sales / Negotiation Skills Required

  • Excellent Verbal and Written Communication Skills

  • Technical, Product, and Policy Knowledge

  • Enthusiasm for 1-800 Accountant and Clients

  • Ability to Attain Targets

  • Time Management Skills

  • Emotional Intelligence

  • Rapport Building Skills

  • Dependability

  • Ability to Work Under Pressure


  • Be the primary contact for all 1-800 Accountant 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 1-800 Accountant.

  • 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 have attempted to save

  • Other Duties as Assigned by Manager

Minimum Education: High School Diploma, Associates Degree Preferred