About this role
Retention Specialist (Client Success Department) at FreshTax. Location: Santa Ana, California, United States. Role: retaining clients, de-escalating situations, documenting notes Requirements: 2+ years in call center, sales, or client retention; high school diploma/GED required, associate preferred; strong communication, persuasion, organization, multitasking; experience in financial services/tax resolution a plus. Category: Sales Seniority: Entry Level Tools: CRM Commitment: Full Time Workplace: Onsite Languages: English