Job Overview
We are seeking a motivated and professional Client Transition Specialist to support a strategic billing transition initiative. This contractor will work directly with existing customers who are currently billed through our organization and assist in transitioning them to direct billing with DIRECTV.
The ideal candidate is comfortable engaging clients by phone and email, explaining billing changes, addressing concerns, overcoming objections, and guiding customers through the transition process. This role combines elements of inside sales, account management, and customer service.
Schedule: 8AM to 5PM EST, 40 hours a week, 8 hours per day with 1 hour unpaid break
Key Responsibilities
- Contact assigned clients via phone, email, and virtual meetings to discuss the benefits of transitioning to direct billing with DIRECTV.
- Build rapport with decision-makers and maintain a professional, consultative approach throughout the transition process.
- Educate customers on the billing change and answer questions regarding invoicing, payment processes, and account management.
- Identify and address customer concerns or objections while promoting the advantages of direct billing.
- Track all client interactions, status updates, and outcomes within NetSuite and excel spreadsheets.
- Collaborate with internal teams including Revenue Operations, Customer Success, and DIRECTV representatives to ensure smooth account transitions.
- Follow up consistently with customers to drive completion of the transition process.
- Provide feedback regarding common customer concerns and recommend process improvements.
Required Qualifications
- 2+ years of experience in inside sales, account management, customer success, collections, or client relationship management.
- Strong verbal and written communication skills.
- Comfortable making outbound calls and conducting customer outreach.
- Ability to explain business and billing concepts clearly and confidently.
- Strong organizational skills and attention to detail.
- Proficiency with Microsoft Office (excel, teams, outlook) and NetSuite.
- Self-motivated with the ability to work independently and manage a high volume of customer interactions.
Preferred Qualifications / Skills
- Experience in telecommunications, technology, subscription services, or recurring revenue businesses.
- Experience with contract renewals, customer retention, or billing-related conversations.
- Strong negotiation and persuasion skills.
- Excellent customer service and relationship-building abilities.
- Effective time management and organizational skills.
- Strong problem-solving capabilities.
- High attention to detail and accuracy.