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What does a customer retention representative do?

Updated January 8, 2025
7 min read

A customer retention specialist helps an organization build relationships with existing clients. Their primarily job is to develop programs and strategies to strengthen customer loyalty and communicate directly with clients to assist them with their needs, which may involve answering inquiries, discussing product or service specifications, providing price quotes, troubleshooting issues, or giving instructions. They may also negotiate contracts, give discounts, and offer customers incentives.

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Customer retention representative responsibilities

Here are examples of responsibilities from real customer retention representative resumes:

  • Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
  • Interact via phone to retain existing customers and prevent disconnection while upselling core products including video, data, and phone.
  • Assist patients by responding to billing questions and concerns, and solicit necessary demographic insurance/coding information to insure correct claim submission.
  • Retain Comcast customers via a variety of means available.
  • Retain Comcast subscriptions by surveying consumer need and concerns thru lengthy interactions.
  • Provide hands-on management and administrative support services essential to day-to-day operations of the MVA.

Customer retention representative skills and personality traits

We calculated that 13% of Customer Retention Representatives are proficient in Customer Service, Outbound Calls, and Bundling. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.

We break down the percentage of Customer Retention Representatives that have these skills listed on their resume here:

  • Customer Service, 13%

    Analyze customer feedback, provide excellent customer service and build positive working relationships with customers for repeat business.

  • Outbound Calls, 8%

    Maintain customer satisfaction regardless of return or exchange of products * Receive inbound calls and make outbound calls to customers

  • Bundling, 7%

    Assist with transferring accounts from one home to another.Assist with bundling services to value the customer.

  • Troubleshoot, 7%

    Discussed cable television equipment operation with customers over the telephone to explain proper equipment usage and to also troubleshoot equipment problems.

  • Update Customer Accounts, 6%

    Complete orders and update customer accounts utilizing customer record database.

  • Marketing Campaigns, 6%

    Promoted current marketing campaigns in order to sell to or save customers accurately and effectively.

Common skills that a customer retention representative uses to do their job include "customer service," "outbound calls," and "bundling." You can find details on the most important customer retention representative responsibilities below.

Communication skills. One of the key soft skills for a customer retention representative to have is communication skills. You can see how this relates to what customer retention representatives do because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a customer retention representative resume shows how customer retention representatives use communication skills: "manage payroll make payment arrangements rogers communication activate lines. "

Customer-service skills. This is an important skill for customer retention representatives to perform their duties. For an example of how customer retention representative responsibilities depend on this skill, consider that "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a customer retention representative: "ensured customer retention through consultative sales techniques. ".

Interpersonal skills. A big part of what customer retention representatives do relies on "interpersonal skills." You can see how essential it is to customer retention representative responsibilities because "representatives should be able to create positive interactions with customers." Here's an example of how this skill is used from a resume that represents typical customer retention representative tasks: "displayed courtesy and strong interpersonal skills will all customer interactions. "

Listening skills. A commonly-found skill in customer retention representative job descriptions, "listening skills" is essential to what customer retention representatives do. Customer retention representative responsibilities rely on this skill because "representatives must listen carefully to ensure that they understand customers in order to assist them." You can also see how customer retention representative duties rely on listening skills in this resume example: "ask questions and actively listen for responses for the purpose of validating data and solving customer problems. "

Patience. While "patience" is last on this skills list, don't underestimate its importance to customer retention representative responsibilities. Much of what a customer retention representative does relies on this skill, seeing as "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is a resume example of how this skill is used in the everyday duties of customer retention representatives: "maintained patience, displayed courtesy and strong interpersonal skils with all customer interactions. "

See the full list of customer retention representative skills

The three companies that hire the most customer retention representatives are:

Choose from 10+ customizable customer retention representative resume templates

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Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume
Customer Retention Representative Resume

Compare different customer retention representatives

Customer retention representative vs. Customer agent

A customer agent provides friendly service to external and internal customers. Customer agents talk to customers on behalf of businesses and companies. They help customers with their queries and complaints. It is their job to give customers a better understanding of the products. They answer questions with regards to their reservations. Sometimes, they also have sales roles. Oftentimes, they answer questions, process sales, provide information, and resolve problems.

If we compare the average customer retention representative annual salary with that of a customer agent, we find that customer agents typically earn a $9,250 lower salary than customer retention representatives make annually.While the two careers have a salary gap, they share some of the same responsibilities. Employees in both customer retention representative and customer agent positions are skilled in customer service, outbound calls, and troubleshoot.

There are some key differences in the responsibilities of each position. For example, customer retention representative responsibilities require skills like "bundling," "update customer accounts," "marketing campaigns," and "sales techniques." Meanwhile a typical customer agent has skills in areas such as "customer support," "customer accounts," "inbound phone calls," and "telephone calls." This difference in skills reveals the differences in what each career does.

The education levels that customer agents earn slightly differ from customer retention representatives. In particular, customer agents are 1.8% more likely to graduate with a Master's Degree than a customer retention representative. Additionally, they're 0.4% more likely to earn a Doctoral Degree.

Customer retention representative vs. Technical service representative

A Technical Service Representative is responsible for providing customer service with customers' technical and network issues. They perform troubleshooting procedures through remote communication to fix end-users' problems on their hardware and software systems.They diagnose the system failures according to the customers' descriptions and identify technical solutions to avoid the reoccurrence of the same problem. A Technical Service Representative must have excellent communication and technical skills to navigate systems and ensure that the customers receive the highest satisfaction.

A career as a technical service representative brings a higher average salary when compared to the average annual salary of a customer retention representative. In fact, technical service representatives salary is $5,799 higher than the salary of customer retention representatives per year.A few skills overlap for customer retention representatives and technical service representatives. Resumes from both professions show that the duties of each career rely on skills like "outbound calls," "technical problems," and "customer satisfaction. "

While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that customer retention representative responsibilities requires skills like "customer service," "bundling," "troubleshoot," and "update customer accounts." But a technical service representative might use other skills in their typical duties, such as, "switches," "lan," "vpn," and "strong customer service."

In general, technical service representatives achieve similar levels of education than customer retention representatives. They're 2.5% more likely to obtain a Master's Degree while being 0.4% more likely to earn a Doctoral Degree.

Customer retention representative vs. Telesales representative

A telesales representative, also known as a telemarketer, is a salesperson whose duties focus on communicating with potential and existing clients through calls, aiming to secure sales and build positive customer relationships. They offer products and services, set appointments, answer inquiries, discuss product and service specifications, process orders and payments, and even assist customers in issues and concerns. Moreover, a telesales representative also conducts research and assessments to find leads for potential sales opportunities, contacts existing customers, keep records, and provides optimal services to ensure client satisfaction.

On average, telesales representatives earn higher salaries than customer retention representatives, with a $24,810 difference per year.Using the responsibilities included on customer retention representatives and telesales representatives resumes, we found that both professions have similar skill requirements, such as "customer service," "sales techniques," and "inbound calls.rdquo;

There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a customer retention representative is likely to be skilled in "outbound calls," "bundling," "troubleshoot," and "update customer accounts," while a typical telesales representative is skilled in "outbound telephone calls," "lead generation," "closes sales," and "telemarketing."

Telesales representatives typically earn similar educational levels compared to customer retention representatives. Specifically, they're 1.6% more likely to graduate with a Master's Degree, and 0.3% more likely to earn a Doctoral Degree.

Customer retention representative vs. Support representative

The primary job of technical support representatives is to answer incoming calls and resolve customer problems or complaints related to computer hardware and software. They typically work in team environments and report directly to the technical department manager. Aside from answering phone calls, they also maintain the solutions database and respond to online chat requests and technical support emails. A successful technical support representative should have an in-depth knowledge of diagnosing and fixing computer problems, customer service skills, and problem-solving skills.

Support representatives tend to earn a lower pay than customer retention representatives by an average of $7,712 per year.While both customer retention representatives and support representatives complete day-to-day tasks using similar skills like customer service, outbound calls, and troubleshoot, the two careers vary in some skills.Each job also requires different skills to carry out their responsibilities. A customer retention representative uses "bundling," "update customer accounts," "marketing campaigns," and "sales techniques." Support representatives are more likely to have duties that require skills in "patients," "technical support," "phone calls," and "strong problem-solving. "support representatives reach similar levels of education compared to customer retention representatives, in general. The difference is that they're 2.7% more likely to earn a Master's Degree, and 0.3% more likely to graduate with a Doctoral Degree.

Types of customer retention representative

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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