Customer Retention

2 months ago

Montréal QC, Canada Equisoft Full time

**Customer Retention & Sales Specialist**

**What is Equisoft?** Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

**Why Choose Equisoft?** With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

- Hiring Location: Canada (Montreal or Quebec City)
- You are welcome to work in our office, hybrid or remote
- Internal job title: Customer Success Specialist
- Full-time Permanent Role
- Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc
- Flexible hours
- Number of hours per week: 40
- Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)

**Your Day with Equisoft**:

- Develop a trusted advisor relationship with customers to ensure the full potential of our platform and tools.
- Act as the escalation point of contact for customers who are at risk of cancelling their services
- Work with customers and internal cross-functional teams to develop the account strategy that best suites the customers’ needs and goals.
- Compile and present detailed reports on customer behavior and retention metrics for strategic planning.
- Sells and services existing subscriptions including new sales, renewal retention, changes, claims, cancellations and reinstatements
- Provide customized software training for financial advisors via online conferencing video and recorded webinars
- Independently engage in effective communication with customers and sales representatives.
- Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
- Meets retention goals set by Company/department

**Requirements**:

- Bachelor's Degree or DEC in business administration or sales
- Minimum of 3 year’s experience in a similar role
- Proven track record of success in developing and executing customer retention strategies, driving measurable results.
- Excellent telephone manner, customer service skills, active listening skills, verbal, and written communication skills.
- The ability to multi-task using multiple screens and systems while talking on the phone with customers.
- Ability to resolve conflict and diffuse tension.
- Strong sense of organization and prioritizing
- Highly reliable with the ability to maintain regular attendance and punctuality
- Team spirit, tact, diplomacy, autonomy, rigor, and discipline
- Excellent knowledge of French & English (spoken and written)

**Nice to Haves**:

- Personal finance knowledge
- Knowledge of Zendesk and Hubspot

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

  • Patient Engagement and Retention Specialist

    4 weeks ago

    Montréal, QC, Canada LASIK MD Full time

    See if you are our next: **PATIENT ENGAGEMENT AND RETENTION SPECIALIST / CLINICAL COUNSELOR **(BILINGUAL)** Working for LASIK MD (a partner of Vision Group) is to help improve people's eyesight. It is having the feeling of a mission accomplished and a job well done. It is seeing happiness in the eyes of patients and realizing that you have changed the way...

  • Retention Marketer

    6 days ago

    Montréal, QC H2N 1N4, Canada Manmade Full time

    **Who is Manmade?** We’re a Montreal-based online retailer of premium quality essentials, known particularly so far for our men’s boxer briefs. We have been rapidly growing since launching in 2021, and the brand is truly at a turning point to becoming a household name in Canada, and already growing in parallel in the US market. **Who are we looking...

  • Data Retention Coordinator

    5 months ago

    Montréal, Canada Intact Full time

    Who needs insurance? Everybody. That keeps us busy. Very busy. At the Intact Lab, we use machine learning, data science, software engineering, AI, agility, UX and design thinking to transform the customer experience for millions of Canadians. Join our team and get ready to explore, take risks, make mistakes, and learn all day, every day. We’ll support...

  • Retention Assistant

    5 months ago

    Montréal, Canada INKAS Group of Companies Full time

    **Job Type**: Full-Time:Monday - Friday / 9:00am-5:00pm / On-Site / Mid-Level **Office Location**: Downtown Montreal, Quebec (Metro Guy) **Role**: Retention Assistant (Reporting to the Vice President, Client Retention) **Industry**: Credit Card Processing (Must have experience in payment processing industry) **Salary**: TBD - Benefits: Dental and...

  • Patient Engagement

    5 months ago

    Montréal, Canada LASIK MD Full time

    See if you are our next: **BILINGUAL PATIENT ENGAGEMENT & RETENTION SPECIALIST | Hybrid position (in-office/remote)** Working in a LASIK MD clinic (a partner of Vision Group) is to help improve people's eyesight. It is having the feeling of a mission accomplished and a job well done. It is seeing happiness in the eyes of patients and realizing that you have...

  • Client Retention and Service Advisor

    1 week ago

    Montréal, QC, Canada National Bank Full time

    As a Customer Service employee in the Insurance sector, you’ll offer loan insurance solutions that will protect clients’ assets. You’ll have a positive impact on clients with your advisory skills and your experience ensuring client loyalty. Youtube Video Your role · Take calls from clients · Identify clients’ needs and offer them suitable...

  • Customer Success Manager

    2 months ago

    Montréal, QC, Canada Amilia Full time

    **Who we are**: Amilia is more than just a tech company - we’re a close-knit community made up of caring, entrepreneurial-minded individuals. Our multi-disciplinary team members will challenge and support you on every project. We care about our work, our colleagues, and our clients! **What we do**: We provide an eCommerce platform for activities and...

  • Consumer Experience, Lifecycle

    5 months ago

    Montréal, Canada Nestle Operational Services Worldwide SA Full time

    **A little about us** **Position Snapshot** **Business area: Nespresso Canada** **Location: Montreal, QC located at 300 Léo-Pariseau, suite 2300 Montréal, QC Canada H2X 4B3; Hybrid** **What to Expect**: We are looking for a marketing manager - consumer experience & lifecycle to work at Nespresso, in Montreal, reporting into the B2C Marketing manager. The...

  • Bilingual Mortgage Retention Specialist

    5 months ago

    Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Ssense Montreal

    5 months ago

    Montréal, Canada SSENSE Full time

    Company Description SSENSE (pronounced [es-uhns]) is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything Else. SSENSE has garnered critical acclaim as both an e-commerce...

  • Customer Onboarding Specialist

    2 months ago

    Montréal, QC, Canada Alexa Translations Full time

    **About Us** Alexa Translations is a leading translation service provider that helps the world’s largest and most prestigious legal, financial, and government industries with translation solutions that elevate the way they do business. Since 2002, we have grown our reputation by forging long-term relationships built on trust. Helping our clients reach...

  • Manager of Customer Success

    2 months ago

    Montréal, QC, Canada GHGSat Full time

    **Manager of Customer Success** **Location**: Montreal, Canada **Description**: GHGSat offers greenhouse gas detection, measurement, and monitoring services to industrial and government customers around the world. The company uses its own satellites and aircraft sensors, combined with third-party data, to help industrial emitters better understand,...

  • Client Retention and Service Advisor

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    As a Customer Service employee in the Insurance sector, you’ll offer loan insurance solutions that will protect clients’ assets. You’ll have a positive impact on clients with your advisory skills and your experience ensuring client loyalty. **Your compensation** The salary starts at $25.34/hour. We also offer a salary increase after successfully...

  • Client Retention and Service Advisor

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    As a Customer Service employee in the Insurance sector, you’ll offer loan insurance solutions that will protect clients’ assets. You’ll have a positive impact on clients with your advisory skills and your experience ensuring client loyalty. Youtube Video **Your compensation** The salary starts at $25.34/hour. We also offer a salary increase after...

  • Customer Success Manager

    1 week ago

    Montréal, QC, Canada Maya HTT Full time

    Maya HTT is a world leading software developer and engineering solutions provider focused on CAE, CAD, CAM and PLM. A long-time partner of Siemens Digital Industries Software, Maya HTT collaborates in providing software, AI, and engineering services to help clients and partners worldwide boost performance, improve quality, drive down costs, and harness the...

  • Customer Marketing Manager

    2 months ago

    Montréal, QC, Canada Nozomi Networks Full time

    Now is an amazing time to join Nozomi Networks as we build the future of OT and IoT Cybersecurity. We have hundreds of customers in more than 30 countries and we're just scratching the surface. **In this role, you will**: - **Support Customer Adoption & Retention**: Work closely with account teams consisting of Sales, Customer Success and Professional...

  • Customer Service Professionals

    1 month ago

    Montréal, QC, Canada ContactPoint 360 Full time

    **Join our CP360 Family, today!** **Why Join ContactPoint360?** At ContactPoint360, we think differently. We believe in putting employees at the heart of everything we do, creating a culture where innovation and empathy are not just buzzwords, but a way of life. Here, you won’t just be a coworker; you’ll be part of a team that redefines both employee...

  • Customer Service Representative

    7 hours ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** The Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides advice...

  • Customer Service Professionals

    1 month ago

    Montréal, QC, Canada ContactPoint360 Full time

    **Join our CP360 Family, today!** **Why Join ContactPoint360?** At ContactPoint360, we think differently. We believe in putting employees at the heart of everything we do, creating a culture where innovation and empathy are not just buzzwords, but a way of life. Here, you won’t just be a coworker; you’ll be part of a team that redefines both employee...

  • Customer Success Manager

    4 weeks ago

    Montréal, QC, Canada Bizzabo Full time

    The Customer Success Manager will be responsible for building and maintaining relationships with Bizzabo customers supporting a range of use cases across your book of business. You will work closely with our customers, working across multiple industries, use cases, & stakeholders. The Customer Success Manager is a strategic, customer-centric, and...