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Transactional specialist vs retention specialist

The differences between transactional specialists and retention specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a transactional specialist and a retention specialist. Additionally, a transactional specialist has an average salary of $64,483, which is higher than the $37,175 average annual salary of a retention specialist.

The top three skills for a transactional specialist include real estate, customer relationships and customer satisfaction. The most important skills for a retention specialist are customer service, outbound calls, and powerpoint.

Transactional specialist vs retention specialist overview

Transactional SpecialistRetention Specialist
Yearly salary$64,483$37,175
Hourly rate$31.00$17.87
Growth rate-4%-4%
Number of jobs41,351199,631
Job satisfaction--
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 40%
Average age4040
Years of experience1212

What does a transactional specialist do?

A Transactional Specialist is someone who is in charge of all transactions that take place in a business organization. First of all, he/she is required to process all requests from customers, both online and offline, in an orderly and timely manner. Also, he/she uses all sales tools at his/her reach to drive an increase in profit and to exceed all of the department's goals. As a Transactional Specialist, your task may also include the establishment and monitoring of internal controls and policies to ensure thorough compliance with GAAP and other requirements.

What does a retention specialist do?

A retention specialist is responsible for devising strategies to maintain a healthy relationship with clients. They are primarily in charge of negotiating and securing contract renewals, handling issues and corrective measures for customer satisfaction, utilizing feedback to improve services, and maintaining a healthy rapport to strengthen the client base. Furthermore, as a retention specialist, it is essential to perform calls and correspondence, keep records of all transactions, and coordinate with work-staff.

Transactional specialist vs retention specialist salary

Transactional specialists and retention specialists have different pay scales, as shown below.

Transactional SpecialistRetention Specialist
Average salary$64,483$37,175
Salary rangeBetween $39,000 And $105,000Between $28,000 And $48,000
Highest paying CityJersey City, NJLos Angeles, CA
Highest paying stateNew JerseyCalifornia
Best paying companyAppleAdobe
Best paying industry-Finance

Differences between transactional specialist and retention specialist education

There are a few differences between a transactional specialist and a retention specialist in terms of educational background:

Transactional SpecialistRetention Specialist
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 40%
Most common majorBusinessBusiness
Most common college--

Transactional specialist vs retention specialist demographics

Here are the differences between transactional specialists' and retention specialists' demographics:

Transactional SpecialistRetention Specialist
Average age4040
Gender ratioMale, 31.8% Female, 68.2%Male, 37.0% Female, 63.0%
Race ratioBlack or African American, 11.2% Unknown, 5.0% Hispanic or Latino, 20.1% Asian, 7.9% White, 55.2% American Indian and Alaska Native, 0.6%Black or African American, 11.4% Unknown, 5.3% Hispanic or Latino, 20.6% Asian, 6.0% White, 55.9% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between transactional specialist and retention specialist duties and responsibilities

Transactional specialist example responsibilities.

  • Manage A/R and financial functions for large automotive global account, generating annual revenues in excess of $100M/contract year.
  • Provide support to internal departments on ACH issues.
  • Develop spreadsheets for GL accounts; write balancing procedures for both ATM GL's including the weekly statement account balancing.
  • Identify cross-sell opportunities during customer interaction.
  • Serve as ATM custodian and commercial depository custodian.
  • Maintain patient confidentiality while ensuring any release of information requests are HIPAA compliant.
  • Show more

Retention specialist example responsibilities.

  • Save customer relationship by managing and exceeding TWC goals.
  • Prepare proposals and analysis for county Medicaid facilitators to educate regarding available manage care programs.
  • Increase revenue through up-selling and cross-selling video, HSI, wireless, and telephony services to existing customers.
  • Provide advance troubleshooting of wireless broadband, IP services, PC's, wireless routers.
  • Process payments via CSG and ICOMS.
  • Provide rep support, assist with account flow, escalation, reschedule, expedites, construction/survey.
  • Show more

Transactional specialist vs retention specialist skills

Common transactional specialist skills
  • Real Estate, 12%
  • Customer Relationships, 9%
  • Customer Satisfaction, 8%
  • Cash Flow Analysis, 8%
  • Cash Handling, 7%
  • Financial Analysis, 7%
Common retention specialist skills
  • Customer Service, 26%
  • Outbound Calls, 11%
  • PowerPoint, 5%
  • Customer Satisfaction, 5%
  • Customer Accounts, 4%
  • Billing Issues, 3%

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