Job Description
Role Title: Customer Retention Specialist
Role Level: Career Level 2
Career Stream: Individual Contributor
Department: Sales
Reports to: Sales Manager - Customer Retention, Retention Team Leader
Achieving Our Purpose: My role purpose is to enable effortless home improvement through supporting tradies to build and expand their businesses
Location: MNL
Size of team: 5
Direct reports: N/A
Your Role Purpose & Objective
You will play a pivotal role in driving conversion rates up and retaining our client base. You will turn
customers who are in danger of leaving into happy and engaged customers that want to stay on the Progams platform.
How you will add value
Meeting and exceeding daily, weekly and monthly KPIs and sales targets (essential)Making a high volume of outbound / inbound phone calls (essential)Explaining the key benefits of the Program with potential clientHandling customers objections (essential)Closing the sale and retaining our members Developing and maintaining accurate product knowledgeLiaising with relevant internal departments to ensure that client’s needs are metEffective note taking on all client interactions and input into CRM systemCompetency Level
Functional Competencies:
● The Sales Experience: Proactively maintains own sales pipeline, driving personal sales to meet targets
● The Service Experience: Speaks with genuine enthusiasm and confidence about the hipages brand and product, following the script
● Sales Management Operations: Follows sales touchpoint process, adhering to QA process
● Sales Drive: Motivated to achieve sales goals and targets
● Sales Resilience: Remains focussed on work when under pressure, showing an optimistic approach to work
Behavioural Competencies
● Communication: Speaks clearly and audibly, checking for understanding
● Relationship Building: Connects and develops rapport with others to build and maintain good working relationships
● Planning / Organising: Plans and prioritises own tasks and activities to meet targets
● Commercial Acumen: Understands how hipages operates and makes money
Your Experience
3+ years experience in a sales and customer service role2+ years previous experience in a retention role dealing with large volumes of callsUnderstanding of CRM systems i.e. Salesforce and previous online experience will be seen as an advantageWho you will be working with
● Working alongside a strong, established Sales team and Service and Product development teams.
Success Profile
In the first 3 months, the successful incumbent is expected to have delivered:
● Have built a solid understanding of the hipages platform and be able to use this knowledge to
maximise sales conversion rates and revenue
● Be competent with the CRM system and be able to use it to effectively manage your sales
pipeline
● Have a basic understanding of the hipages journey after they’ve signed up onto the platform
● Have a basic understanding of the Sales Policy and follow the outlined guidelines
● Have developed a basic understanding of the Licensing requirements for each state and use
this knowledge to ensure we only let qualified tradies onto the hipages platform
● Be an expert in selling the benefits of hipages to tradies to retain them
● Achievement of 80% of KPI’s
● Achieve 100% of revenue targets
In the first 6 months, the successful incumbent is expected to have delivered:
● Be an expert on the hipages platform and use this knowledge to leverage higher sales
conversion rates and revenue
● Be an expert in the CRM System and use it to maximise sales results
● Be an expert in the Sales Policy and consistently follow the outlined guidelines
● Be an expert on the hipages customer journey for tradies after they sign up and be able to
articulate this to tradies when needed
● Consistent achievement of 100% of KPI’s for the last 3 months in a row.
Key Metrics:
● Stage change = 100%
● Conversion rate (combined) => 35%
Auto Renewal Saved Rate = 35%
Pre Renewal Conversion Rate= 35%