Sample Job Description for Customer Service/Retention Representative, Experienced

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A sample job description outlines the essential duties, responsibilities, and requirements of a specific role within an organization. It provides a clear and concise summary of what the job entails, the expectations for the position, the qualifications, and skills and competencies required to perform the job successfully.
An accurate, well-written job description example can attract qualified candidates and ensure that both the employer and employee have a clear understanding of the role. It can also serve as a basis for performance evaluations and career development plans.
Additionally, sample job descriptions are helpful in other areas of HR, such as to determine pay structure, create a sound job architecture, and ensure legal compliance with labor laws and regulations.
Matching the right person with the right background and skills to the appropriate role is critical to the success of any organization and it starts with an accurate job description.
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Customer Service/Retention Representative, Experienced Job Overview

Customer Service/Retention Representative, Experienced Job Description Sample

Processes orders, prepares correspondence, and fulfills needs of existing customers that are at risk of cancelling services or orders.

JOB LEVEL
A02
EDUCATION/DEGREE
High School Diploma or Technical Certificate
REPORTS TO
Supervisor or Manager
Salary Range
BASE 50%
$45,180
TOTAL 50%
$48,150
Job Responsibilities for Customer Service/Retention Representative, Experienced

Addresses complaints with the goal of increasing satisfaction and securing renewals or saves. Offers discounts or special deals as needed and within pre-established limits.

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Job Title Job Description
1 Account Representative The Account Representative pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with smaller to mid-sized clients in order to increase revenue. Being an Account Representative may support higher-level account managers working with larger accounts. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Account Representative typically requires 0-2 years of related experience.
2 Account Representative, Sr. The Account Representative, Sr. pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with mid-sized clients in order to increase revenue. Being an Account Representative, Sr. may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative, Sr. provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative, Sr. occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Working as an Account Representative, Sr. typically requires 2-4 years of related experience.
3 Entry Sales Representative The Entry Sales Representative works with customers to find what they want, create solutions and ensure a smooth sales process. Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Being an Entry Sales Representative requires an associate's degree or its equivalent. A certain degree of creativity and latitude is required. In addition, Entry Sales Representative typically reports to supervisor or manager. Being an Entry Sales Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Entry Sales Representative typically requires 0-2 years of related experience.
4 Intermediate Sales Representative The Intermediate Sales Representative works with customers to find what they want, create solutions and ensure a smooth sales process. Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Being an Intermediate Sales Representative requires an associate's degree or its equivalent. A certain degree of creativity and latitude is required. In addition, Intermediate Sales Representative typically reports to supervisor or manager. Being an Intermediate Sales Representative occasionally directed in several aspects of the work. Gains exposure to some of the complex tasks within the job function. Working as an Intermediate Sales Representative typically requires 2 -4 years of related experience.
5 Specialist/Lead Sales Representative The Specialist/Lead Sales Representative works with customers to find what they want, create solutions and ensure a smooth sales process. Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Being a Specialist/Lead Sales Representative requires an associate's degree or its equivalent. A wide degree of creativity and latitude is expected. In addition, Specialist/Lead Sales Representative typically reports to a manager or head of a unit/department. Being a Specialist/Lead Sales Representative work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as a Specialist/Lead Sales Representative typically requires 7+ years of related experience.

Customer Service/Retention Representative, Experienced Skills & Proficiency Level

Skills Proficiency Level
Customer Focus Level 3
Attention to Detail Level 3
Effective Communication Level 3