Sales Cancellation Assistant
Sheldon Carter
Description
Skills
Skills: Cancellation intent detection from forms, emails, chat transcripts, and CRM notesRetention strategy application (e.g., offering plan downgrades, pauses, discounts, or custom options)CRM and billing system updates to ensure accurate tracking of customer status and actions takenCustomer communication skills with tone-matching and empathy to maintain positive brand perceptionGuided workflow automation for offboarding sequences and retention branching logicPolicy and compliance adherence (e.g., contract terms, refund rules, cancellation timing)Data analysis to track cancellation trends and identify churn risk signalsCollaboration with Sales, Customer Success, and Finance teams to align cancellation handling








