Customer Account Negotiation Specialist

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Full Time Clerical Franklin, Franklin, TN, US

Salary: $50,000.00 Annually

Title:

Customer Account Negotiation Specialist

Department:
Relationship Management Team

Location:

Franklin, TN (In-Office)

Schedule:

Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM

Join a Culture Like No Other! Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just a workplace – we’re a community that thrives on innovation, support, and making a difference.

We’re looking for a Customer Account Negotiation Specialist to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience.

• Comprehensive Benefits: Medical, Dental, and Vision Insurance.
• Secure Your Future: 401K with a generous company match.
• Time to Recharge: Generous PTO – start accruing from day one!
• Balanced
  
  Schedule:
  
  Enjoy great work-life harmony with a friendly Monday-Friday schedule.
• Celebrate & Connect: Participate in engaging company-wide events, team‑building activities, and employee recognition programs.
• Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces.
• Growth &
  
  Coaching:
  
  Learn from industry professionals committed to your success.
• Diverse & Inclusive: We embrace what makes each team member unique!

You’re the person clients count on. In this role, you’ll serve as the primary point of contact for Wesley Financial Group clients — owning the relationship from start to finish. Whether you’re navigating a tough conversation, pushing documentation across the finish line, or making sure no email sits unanswered, you bring a level of care and precision that clients can feel.

If you’re someone who thrives on solving problems, communicates with confidence, and takes pride in getting things right, this is where you’ll do your best work.

• Be the client’s go-to — Serve as the main point of contact, setting clear expectations and keeping communication flowing at every stage
• Negotiate with purpose — Work with clients and external contacts to drive conversations toward the best possible outcomes
• De‑escalate with confidence — Handle difficult or emotional client situations with patience, empathy, and professionalism
• Keep documentation airtight — Ensure all client submissions for release are timely, complete, and accurate
• Deliver exit packages on time — Prepare and send exit packages with speed and meticulous attention to detail
• Own the call queue and inbox — Manage live calls and the team email inbox with responsiveness and a steady hand
• Maintain spotless records in Salesforce — Log every interaction and update client files with thoroughness and accuracy
• Collaborate on client files — Work closely with your team to manage both new and existing client accounts
• Respond within 24 hours — Keep turnaround tight on all emails, calls, and client feedback — no one gets left waiting
• Communicate consistently across every channel — Uphold a professional, polished tone whether you’re on the phone, writing an email, or sending mail

• Negotiation and conflict resolution chops — You know how to find common ground and guide tough conversations to a productive place
• Sharp de‑escalation and problem‑solving instincts — Pressure doesn’t rattle you; it focuses you
• A results‑driven mindset — You measure your success by outcomes, not just activity
• Excellent communication skills — Clear, professional, and confident in both writing and conversation
• Strong interpersonal skills — You build trust quickly and treat every interaction as an opportunity to strengthen the relationship
• Independence and teamwork in equal measure — You’re self‑directed but always ready to collaborate
• Time management that keeps you ahead — You juggle competing…