Customer Retention Specialist - Energy Industry Westlake, TX

Customer Retention Specialist - Energy Industry

About App Direct

Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world. App Direct offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. We power millions of subscriptions worldwide for organizations. We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work.

About Broker Online Exchange (BOX), an App Direct Subsidiary

Broker Online Exchange (BOX) is the largest and most flexible retail energy network in the country and was recently rated #225 on the Inc
5000™ List of America's Fastest Growing Companies as well as #39 on the Entrepreneur 360™ List of America's Best Privately-Owned Companies.

About You

You are a relationship-driven professional who thrives on turning at-risk customer situations into long-term partnerships. You know how to read a conversation, identify the root cause of a customer's concern, and respond with solutions that genuinely address their needs. You're comfortable working with data — pulling churn signals, tracking renewal timelines, and using that information to prioritize your outreach. Your communication style is clear and direct, and you know how to have a difficult conversation without burning a bridge.

You bring strong organizational skills to manage a high volume of accounts without letting anything fall through the cracks — because in this role, every touchpoint counts.

What you'll do and how you'll have an impact

• Own a portfolio of at-risk energy broker accounts and proactively reach out before contracts lapse or churn signals escalated.
• Conduct retention calls and negotiations to resolve concerns, present renewal options, and secure continued partnerships on the BOX network.
• Analyze account health data weekly to identify trends, flag high-risk accounts, and prioritize outreach accordingly.
• Work toward monthly and quarterly retention rate KPIs, reporting progress to your manager on a regular cadence.
• Collaborate with the Sales and Account Management teams to hand off expansion opportunities identified during retention conversations.
• Document all customer interactions and outcomes in the CRM to maintain accurate account records and support forecasting.

What we're looking for

• 1+ years of experience in a retention, account management, or customer success role - ideally in energy, SaaS or a subscription-based business.
• Demonstrated ability to manage a high-volume book of accounts and meet retention or renewal targets.
• Proficiency with CRM tools (Salesforce or equivalent) for tracking activity and pipeline.
• Experience analyzing account data to prioritize outreach and identify churn risk.
• Strong communication skills — you can navigate a tough conversation with a frustrated customer and find a path forward that works for both sides.
• Comfort working independently in a fast-paced environment where priorities can shift quickly.

Diversity & Inclusion Statement

At App Direct, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each App Director as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling App Directors to embrace their uniqueness to do their best work.

As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.