Amazing Career Moments Happen Here
Transforming the insurance industry is ambitious, we know. That's why at Applied Systems India Pvt Ltd., an Applied Systems company, we're building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers - all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we're not just redefining what's achievable, we're creating a place where amazing career moments are made possible.
Position Overview
We are seeking a proactive and execution-oriented CX Retention Specialist to support customer retention efforts by working directly with high-risk customers, with an initial focus on non-pay and billing-related churn risk. This role will help identify at-risk accounts, conduct proactive outreach, resolve billing-related friction points, and partner cross-functionally to prevent avoidable churn. Over time, the role will expand to support other churn-risk cohorts, including customers with declining usage, unresolved support issues, or elevated escalation risk.
Key Responsibilities
- Proactively engage customers identified as high churn-risk, initially focusing on non-pay and billing-related risk.
- Conduct outbound outreach through phone, email, and other channels to prevent avoidable suspension and churn.
- Validate and update billing contacts and customer account information to improve communication effectiveness.
- Partner closely with Billing, Support, and Customer Success teams to resolve issues impacting payment, account access, or customer continuity.
- Triage common customer friction points such as portal access issues, password resets, billing confusion, and payment method problems.
- Execute follow-up cadences and playbooks designed to recover at-risk ARR and improve customer retention outcomes.
- Track outreach activity, issue resolution, and retention outcomes in a consistent, measurable way.
- Provide feedback on recurring root causes and operational gaps to help improve internal processes and customer experience.
- Contribute to the development and refinement of proactive churn-prevention playbooks and reporting.
- Over time, support additional high-risk customer segments, such as accounts with usage drops, unresolved ticket backlogs, or other signs of churn risk.
Qualifications
- 2-5 years of experience in Customer Success, Customer Operations, Billing Operations, Support Operations, Collections, or a similar customer-facing operational role.
- Experience handling outbound customer outreach and managing issue resolution across multiple stakeholders. Strong experience in voice-based support for US customers
- Strong verbal and written communication skills, with the ability to engage customers professionally and empathetically.
- Ability to navigate customer friction points and drive resolution with urgency and follow-through.
- Strong organizational skills and attention to detail.
- Comfortable working with data, customer lists, and operational workflows to prioritize risk and track outcomes.
- Ability to work cross-functionally and build effective working relationships with Billing, Support, Finance, and Customer Success partners.
- Problem-solving mindset with the ability to identify patterns and suggest process improvements.
- Experience in SaaS, subscription businesses, or retention-focused environments preferred.
- Familiarity with CRM and support tools (e.g., Salesforce, Zendesk, Freshdesk)
Key Competencies
- Customer Focus
- Operational Discipline
- Problem Solving
- Cross-Functional Collaboration
- Communication and Influence
- Results Orientation
- Attention to Detail
Success Measures
Success in this role will be measured through metrics such as:
- ARR retained
- Successful resolutions
- Reactivation rate
- Time to resolution for billing-related issues
- Number of high-risk customers proactively contacted
- Quality and consistency of customer follow-up and case management
Why This Role Matters
This role is intended to address a meaningful source of avoidable churn by proactively engaging customers before suspension or cancellation occurs. Early results from targeted outreach efforts showed that a significant portion of non-pay churn risk stems from solvable billing friction rather than true customer intent to cancel, making this a high-impact role for revenue protection and customer retention.
When You Join Team Applied, You Can Expect:
A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.
We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.
Learn more about the people behind our products at -
- LinkedIn Page Applied Systems India
- https://www1.appliedsystems.com/en-us/about-us/jobs/
Your Security Matters:
Our candidates' personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a [email protected] email or through our official career's portal.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
Skills Required
- 2-5 years of experience in Customer Success, Customer Operations, Billing Operations, Support Operations, Collections, or a similar customer-facing operational role.
- Experience handling outbound customer outreach and managing issue resolution across multiple stakeholders; strong voice-based support experience for US customers.
- Strong verbal and written communication skills with professional, empathetic customer engagement.
- Ability to navigate customer friction points and drive resolution with urgency and follow-through.
- Strong organizational skills and attention to detail.
- Comfortable working with data, customer lists, and operational workflows to prioritize risk and track outcomes.
- Ability to work cross-functionally with Billing, Support, Finance, and Customer Success partners.
- Problem-solving mindset with ability to identify patterns and suggest process improvements.
- Experience in SaaS, subscription businesses, or retention-focused environments.
- Familiarity with CRM and support tools (e.g., Salesforce, Zendesk, Freshdesk).
Applied Systems Compensation & Benefits Highlights
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Leave & Time Off Breadth — Benefits begin on day one and include vacation, sick time, holidays, a birthday day, volunteer time, and paid parental leave. The variety of PTO types provides multiple avenues to take time away as needed.
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Healthcare Strength — Medical, dental, vision, and mental health coverage start on the first day, complemented by wellness incentives and FSA options. Immediate eligibility and broad core coverage are consistently emphasized.
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Retirement Support — A traditional/Roth 401(k) with employer match is offered alongside employer‑paid life, AD&D, and short/long‑term disability. Access to financial advisory support further reinforces the financial security stack.
Applied Systems Insights
What We Do
Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other, too. At Applied, we have a mission and a vision that guide us, values that anchor us, and a determination to achieve that propels us forward. We push the boundaries of innovation to solve the biggest challenges in insurance – helping us earn the title of indispensable partner from our customers. Our teammates show up as they are, creating an authentic environment that fosters collaboration, curiosity and connections – and one that doesn’t waste time on the unnecessary confines of corporate bureaucracy or hierarchy. No matter the role or title, you have a voice at the table, space to work hard and achieve, and unending opportunities to be a great teammate.
Why Work With Us
Our commitment to you is simple: when you bring your best, we promise you a place where amazing career moments are made possible.
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Applied Systems Teams
Applied Systems Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
At Applied, we trust that our people will achieve the outcomes and deliver high-impact results to our customers, in whatever way - hybrid, in-person, or remote - that works best for them.







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