Retention Specialist – Spanish & English – Remote LATAM

About the role

Weltrade is looking for a proactive Retention Specialist to join its Growth & Retention team. You will work remotely with Spanish‑speaking clients across LATAM, helping them overcome activation barriers and become confident traders.

Key responsibilities

• Make 100+ outbound calls daily to Spanish‑speaking clients.
• Identify and resolve deposit, platform, or onboarding issues that prevent first trades.
• Re‑engage inactive users through solution‑focused conversations.
• Document every interaction and outcome accurately in the CRM system.
• Collect and share recurring friction points with internal teams to improve products and processes.

Required profile

• At least 1 year of high‑volume outbound calling experience.
• Background in fintech, telecom, banking, insurance, or a related sector.
• Fluent Spanish and English proficiency at B2‑C1 level.
• Strong attention to detail and ability to recognize patterns in customer issues.

Required skills

• CRM usage and disciplined documentation.
• Experience with Intercom.
• Familiarity with CloudTalk or similar cloud telephony platforms.

What we offer

• Remote‑first work environment with flexible hours.
• Opportunity to impact client activation and retention directly.
• Collaborative, flat organization focused on autonomy and growth.