Finance Retention Specialist
Finance Retention Specialist

Finance Retention Specialist

Full-Time 27000 - 27000 £ / year (est.) No home office possible
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BrightHR

At a Glance

  • Tasks: Support client retention and drive growth through exceptional service and upselling.
  • Company: Dynamic global business with a focus on client satisfaction.
  • Benefits: Competitive salary, uncapped commission, enhanced holidays, and private healthcare after 5 years.
  • Other info: Opportunities for career growth and a vibrant workplace culture.
  • Why this job: Join a fast-paced environment where your skills can make a real difference.
  • Qualifications: Exceptional customer service skills and proven B2B client retention experience.

The predicted salary is between 27000 - 27000 £ per year.

Salary up to £27,000 + £45K OTE uncapped commission

Location: Manchester

Purpose: In a fast paced, global business, support growth by retaining existing clients through our super service strategy, identifying clients who have additional needs and closing both upsell and new business leads successfully.

Reports to: Head of Credit Control

Day-to-day responsibilities:

  • Meet and exceed all quarterly growth targets
  • Meet and exceed all individual KPIs
  • Record information accurately in CRM
  • Report on own performance weekly/monthly/quarterly to the Senior Leadership Team
  • Identify opportunities to increase contract value by discussing additional products and services, focussing on the needs of small businesses and driving product usage and engagement
  • Work with the finance and credit control departments to retain clients experiencing financial hardship
  • Work with the customer service team to re-engage dissatisfied clients following service issues with a view to establishing long term business relationships and customer loyalty
  • Generate new business opportunities via referrals from existing client base or networking
  • Maintain and improve client sentiment and online reputation by providing a super service at all times
  • Take ownership of own product knowledge ensuring you are an expert in all things Bright

Key requirements:

  • Must have exceptional customer service skills
  • Must have a proven record of retaining lost clients through negotiation and excellent customer service in a B2B environment
  • Must be able to communicate with internal stakeholders at all levels
  • Ability to work in a fast paced environment
  • Adaptable to change and willing to bring forward ideas to shape the future of the role

Benefits:

  • Enhanced holidays – 25 days increasing to 27 after 2 years’ service and 28 after 5 years’ service (22 Days for Field Sales)
  • Private health care cover after 5 years’ service
  • Access to Health Shield
  • Access to the EAP service
  • Refer a friend scheme
  • Paid birthday leave
  • Pension scheme contribution increasing to 5% after 5 years’ service and again to 7% after 7 years’ service
  • Group life insurance
  • Eye care contribution
  • Free fruit (office-based staff)
  • Travel Season Ticket loan scheme
  • Milestone recognition
  • Discounted products – Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements
  • Pace health Club (situated in the park Inn) discounted gym membership and spa treatments
  • Park Inn 20% off food and drink
  • New Century food and drink discount
  • Revolution De Cuba food and drink discount
  • Cycle 2 Work scheme* after probationary period

Values

Finance Retention Specialist employer: BrightHR

As a Finance Retention Specialist in Manchester, you will thrive in a dynamic and supportive environment that prioritises employee growth and well-being. With competitive salaries, uncapped commission potential, and a range of benefits including enhanced holidays and private healthcare, we foster a culture of excellence and collaboration. Join us to not only advance your career but also to make a meaningful impact on our clients' success through exceptional service.
BrightHR

Contact Detail:

BrightHR Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Retention Specialist

✨Tip Number 1

Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.

✨Tip Number 2

Practice your pitch! You want to be able to clearly explain how your skills can help them retain clients and drive growth. Keep it concise and focus on your customer service experience.

✨Tip Number 3

Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team!

We think you need these skills to ace Finance Retention Specialist

Customer Service Skills
Negotiation Skills
B2B Sales Experience
Communication Skills
CRM Proficiency
Performance Reporting
Client Retention Strategies
Adaptability
Networking Skills
Product Knowledge
Problem-Solving Skills
Relationship Management
Growth Target Achievement
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Finance Retention Specialist role. Highlight your customer service skills and any experience you have in retaining clients, especially in a B2B environment. We want to see how you can bring your unique flair to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our super service strategy. We love seeing genuine enthusiasm, so let your personality come through!

Showcase Your Achievements: When filling out your application, don’t just list your responsibilities—show us what you've achieved! Use numbers and examples to demonstrate how you've met or exceeded targets in previous roles. We’re all about results here at StudySmarter!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!

How to prepare for a job interview at BrightHR

✨Know Your Numbers

As a Finance Retention Specialist, you'll need to be comfortable with numbers and KPIs. Brush up on your financial metrics and be ready to discuss how you've met or exceeded targets in the past. This shows you understand the importance of performance in this role.

✨Showcase Your Customer Service Skills

Exceptional customer service is key for this position. Prepare examples of how you've successfully retained clients through negotiation and service excellence. Think about specific situations where you turned a dissatisfied client into a loyal one.

✨Understand the Product Inside Out

You’ll need to be an expert in all things Bright. Familiarise yourself with the products and services offered, and be prepared to discuss how they can benefit small businesses. This will demonstrate your commitment to providing a super service.

✨Be Ready to Adapt

This role requires adaptability in a fast-paced environment. Think of examples where you've successfully navigated change or brought forward ideas that improved processes. Showing that you're flexible and proactive will set you apart from other candidates.

Finance Retention Specialist
BrightHR
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