Retention Specialist

Retention Specialist

📍 Melville, NY

💰 Base Salary Uncapped Commission

About Us

CapFront is a fast-growing commercial finance brokerage helping small and medium-sized businesses access fast, flexible working capital solutions nationwide. Founded in 2017, CapFront was built on creating a professional, relationship-driven, and ethical funding marketplace where business owners can secure financing quicker and easier than through traditional lending channels.

With offices in Midtown Manhattan and Melville, Long Island, we provide modern, high-energy work environments where motivated professionals can grow, perform, and build long-term careers. We believe in collaboration, mentorship, accountability, and rewarding hard work.

CapFront has experienced tremendous growth, increasing revenue by 820% from 2020 to 2023 and earning recognition on the Inc. 5000 list as the #541 fastest-growing private company in America and #45 in financial services.

As demand for our services continues to grow, we are expanding our Renewals team and looking for driven, motivated Retention Specialists who want to grow with us.

About the Role

As a Retention Specialist, you will manage relationships with existing clients while helping business owners secure additional working capital as they continue to grow.

This is a fast-paced, high-volume sales role ideal for someone who is competitive, relationship-driven, financially motivated, and thrives in an energetic environment. You will work directly with business owners, funding partners, and internal teams to generate repeat business and drive revenue growth.

What You’ll Do

• Manage and grow a portfolio of existing business clients

• Generate renewal and repeat business through high-volume calls, texts, and emails

• Build strong long-term relationships with merchants and funding partners

• Follow up with clients regarding funding opportunities and business needs

• Negotiate and structure financing opportunities for small business owners

• Consistently meet or exceed revenue and sales goals

• Maintain detailed pipeline activity and notes within Salesforce CRM

• Collaborate with underwriting, processing, and management teams throughout the funding process

• Stay informed on market trends, lender products, and industry competition

• Use sales data and performance metrics to strategize and improve results

What We’re Looking For

• 2 years of sales, account management, or customer relationship experience preferred

• Financial services, lending, or brokerage experience is a plus

• Strong communication and relationship-building skills

• Competitive mindset with a strong work ethic and desire to earn

• Ability to multitask and manage a high-volume pipeline

• Organized, detail-oriented, and strong with follow-up

• Comfortable working in a fast-paced, goal-oriented environment

• Salesforce or CRM experience preferred

What We Offer

- Competitive salaries, high commissions and monthly performance bonuses

- Medical, dental and vision insurance

- 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security.

- Work-life balance with generous time off

- Cool office with ambitious, smart and supportive people

-Company-paid life insurance policy with optional voluntary add-on coverage available for employees and eligible dependents

- Full paid training to help you to hit the ground running!

Work Environment

This is a full-time in-office position based in our Melville, NY office. Our team thrives in a collaborative environment built around growth, accountability, competition, and success.

Compensation:

• Starting Base Salary: $50,000
• On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)

CapFront is an Equal Opportunity Employer committed to creating an inclusive workplace for all employees.