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Retention Agent - FX & CFDs Industry - Portuguese Speaker
SummitNext Technologies Sdn BhdMontevideo, Montevideo Department, UruguayHace 3 días
Tipo de contrato
- Quick Apply
Descripción del trabajoUnderstand each clients needs, goals, and challenges to provide tailored product recommendations. Proactively introduce clients to new features, services, and benefits that enhance their experience. Monitor client activity to ensure they remain active and satisfied with their services. Conduct periodic check-ins to maintain consistent and meaningful interactions. Work closely with sales, marketing, and customer support teams to deliver a seamless client journey. Maintain accurate, detailed client records in the CRM and track retention metrics. Share client feedback with internal teams to drive service and product improvements. Prepare regular retention reports and highlight opportunities for growth. Bachelors degree in Business, Communications, Marketing, or a related field. Minimum 1 year of experience in relationship management, client services, or account management in FX and CFDs industry. Native or fluent in P ortuguese and English (spoken and written). Exceptional interpersonal, negotiation, and problem-solving skills. Strong ability to build rapport quickly and sustain long-term professional relationships. Target-driven, proactive, and committed to a client-first approach. Experience with CRM systems and client engagement tools. Based in Montevideo or willing to relocate. A strategic role in shaping client retention and relationship management in a growing international company. Competitive salary with attractive performance-based incentives. A collaborative, multicultural work environment. Opportunities for professional development and career advancement in a fast-paced industry.
We are looking for a proactive and relationship-driven Retention Agent r to join the team in Montevideo . This role focuses on building and strengthening relationships with existing clients, ensuring exceptional service, and implementing strategies that drive high retention, loyalty, and long-term engagement.
The ideal candidate will have minimum 1 year of experience in relationship management, account management, or client services within fintech or financial services. Fluency in Portuguese and English is essential, along with excellent communication skills and a proven ability to build lasting client relationships.
What will you do :
Retention & Relationship Management
- Maintain and nurture strong, long-term relationships with existing clients to ensure ongoing engagement and satisfaction.
- Act as the primary point of contact, delivering prompt, professional, and personalized responses to client inquiries.
- Develop and execute retention strategies to minimize churn and strengthen client loyalty.
- Identify at-risk clients early and implement tailored action plans to re-engage them.
Client Engagement & Support
Collaboration & Reporting
Who are we looking for :
What we offer :
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Retention Portuguese • Montevideo, Montevideo Department, Uruguay
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