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RETENTION SPECIALIST

nearshore-business-solutions
Full-timemid

Job description

Job Title: Retention Specialist Location: Remote – Latin America Preferred Type of Contract: Full-Time | Remote Salary Range: Market Rates Language Requirements: Professional English proficiency required Our client is seeking a skilled Retention Specialist with healthcare industry and SaaS/recurring-revenue experience to support their Healthicity product line and join their growing Client Services team. You will play a key role in managing client relationships, driving renewals, identifying retention risks, and demonstrating ongoing product value. Your work will directly impact customer retention, recurring revenue, and the long-term success of healthcare organizations using their compliance solutions. Key Responsibilities • Own retention and renewal activities for a portfolio of Healthicity clients, proactively managing accounts throughout the customer lifecycle. • Build strong relationships with healthcare stakeholders and understand their operational needs, compliance priorities, and business challenges. • Lead renewal and retention conversations by connecting product usage, client outcomes, and healthcare compliance needs to measurable value. • Monitor account health and identify early indicators of disengagement, dissatisfaction, billing concerns, or renewal risk. • Navigate healthcare-related client environments involving billing, claims, auditing, compliance workflows, EHR systems, or similar operational processes. • Partner with Client Services, Customer Success, Product, Finance, and other internal teams to resolve escalations and improve the overall client experience. • Identify expansion or cross-sell opportunities within existing accounts and coordinate with the appropriate commercial stakeholders. Must-Have Qualifications • 3+ years of experience in customer retention, renewals, customer success, account management, or a closely related client-facing role. • Professional experience within healthcare billing, healthcare claims, healthcare auditing, healthcare compliance, revenue cycle management, or a similar healthcare environment . • Experience working in a SaaS, subscription, recurring-revenue, or technology-enabled services organization . • Demonstrated ability to manage renewal conversations, address customer concerns, and protect recurring revenue. • Strong client-facing communication skills with the ability to explain value, navigate difficult conversations, and build credibility with stakeholders. • Excellent organization and attention to detail, with the ability to manage a portfolio of accounts and multiple renewal timelines simultaneously. • Experience using CRM or customer portfolio-management platforms; HubSpot experience is preferred. Preferred Qualifications • Experience supporting healthcare compliance software, healthcare technology, or healthcare SaaS products. • Familiarity with healthcare claims systems, EHR platforms, billing workflows, audits, or regulatory/compliance processes. • Experience managing complex or higher-value customer accounts. • Previous exposure to executive-level stakeholders, including compliance, finance, legal, or operational leaders. • Experience identifying account expansion, cross-sell, or upsell opportunities. • Bachelor’s degree or equivalent professional experience.

Skills

HubSpotCRMSaaSrecurring-revenuehealthcare compliancehealthcare billinghealthcare claimshealthcare auditingrevenue cycle managementEHR systems