Retention & Cross-Sell Specialist

Retention & Cross-Sell Specialist Hoffenmer Inc - 1.0 Hoffman Estates, IL Job Details Full-time $24.04 - $28.85 an hour 1 day ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Opportunities for advancement Qualifications Teamwork Customer relationship building Customer retention Logistics Client relationship development CRM system proficiency Account management Time management Client interaction via phone calls Full Job Description About Hoffenmer Inc. Hoffenmer Inc. is a national

U.S. DOT

compliance agency known for its innovative and fast-paced environment. We are a people-focused company that invests in employee growth and development while continuing to expand nationwide. We are seeking a relationship-driven Retention & Cross-Sell Specialist to support and expand our existing customer base through proactive outreach, renewal management, and service expansion opportunities. This role focuses on outbound communication with current customers to identify additional compliance and operational services they qualify for, while also managing renewals for annually recurring services. Unlike traditional cold sales roles, this position centers on building trust, strengthening customer relationships, and delivering long-term account value. The ideal candidate is highly organized, customer-focused, and comfortable navigating compliance-related service conversations with trucking businesses and owner-operators.

Reporting to:

Co-Owner Responsibilities Conduct outbound calls and follow-up communications with existing customers Identify and recommend additional services customers qualify for based on business status and operational needs Cross-sell services including: Drug & alcohol consortium enrollment BOC-3 filings IFTA quarterly reporting Annual compliance renewals Additional recurring compliance and operational services Manage renewal outreach for annually recurring services Maintain strong customer relationships through proactive communication and consultative support Accurately review customer records and determine eligibility for additional services Track customer interactions, renewals, and sales activity within internal systems and CRM platforms Collaborate with compliance and operations teams to ensure smooth service fulfillment Meet or exceed monthly retention, renewal, and cross-sell performance goals Stay current on FMCSA and trucking compliance requirements relevant to customer accounts Provide a high-quality customer experience that encourages long-term retention and recurring revenue Requirements 3-5 years of account management, customer retention, or inside sales experience Strong relationship-building and customer communication skills Detail-oriented with the ability to accurately assess customer qualification for services Comfortable conducting outbound calls and managing ongoing customer follow-up Strong organizational and time management abilities Experience working with CRM systems and customer account tracking tools Ability to explain service offerings clearly and professionally Self-motivated with a customer-first mindset Preferred Qualifications Experience in trucking, logistics, transportation, insurance, or compliance industries strongly preferred Familiarity with FMCSA regulations and recurring carrier compliance requirements Prior experience managing renewals or subscription-based service accounts Experience working with owner-operators and small fleet businesses Background in consultative sales or customer success environments Understanding of recurring revenue and account growth strategies

Pay, Benefits& Tools Base Hourly:

$24.04-$28.85

Commission Structure:

8% commission on first cross-sell transactions 3% recurring commission on subscription and recurring services On-Target Earnings (OTE): $80,000-$100,000 annually Paid lunch break and complimentary lunches Modern, state-of-the-art office environment Relaxing break room with movie-theater setup Health benefits including Medical, Dental, and Vision coverage after 90 days PTO, vacation, sick time, and 8 paid holidays Retirement plan (Simple IRA) available after 90 days Company outings and team activities Internal CRM and customer management systems provided Access to customer account and compliance tracking platforms Call management and customer communication tools included Structured onboarding and product training Opportunity for advancement as the retention team expands Performance-driven compensation with recurring revenue opportunities Collaborative environment with direct impact on customer retention and growth

Pay:

$24.04 - $28.85 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person