Retention Specialist – Pioneervision

Overview:

We are looking for an experienced Retention Agent with native-level English and a strong background in Forex client retention.

In this role, you will focus on keeping clients engaged, reducing churn, and maximizing long-term value through proactive communication, relationship management, and structured follow-ups—while staying fully aligned with compliance guidelines.

Key Responsibilities

👨‍💻Manage a portfolio of active clients and maintain strong relationships

📞 Proactively contact clients to increase engagement and trading activity

🤝 Re-engage inactive or dormant clients through outbound calls

👥 Guide clients on platform usage and onboarding (no financial advice)

⚡ Identify clients at risk of leaving and take action to retain them

🏃‍♀️ Run retention campaigns and offer approved solutions to prevent churn

🧗 Track and achieve KPIs such as:

✅ Reactivation rate

✅ Client activity

✅ Deposit consistency

✅ Client satisfaction

📒 Keep accurate records of all client interactions in the CRM

🤝 Work closely with internal teams (Compliance, KYC, Dealing, Support)

🗣️ Escalate issues or complaints quickly and professionally

Job Details

Preferred Candidate

Suite de l’annonce…