Sales Retention Specialist

Job Description

Job Description

WHY JOIN TAXRISE?

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.

ABOUT THE ROLE :

As a Sales Retention Specialist, you'll play a critical role in reengaging prospective clients who began the sales process but did not proceed to full enrollment. Your focus will be on reviving dormant opportunities, overcoming objections, and guiding clients back on track. This is a high-impact role for someone who is motivated, coachable, and passionate about building client relationships while driving results.

You'll have the opportunity to learn directly from leadership with over 15 years of industry experience, equipping you with the knowledge and skills to close at a high level and build a rewarding career

HOW YOU'LL BE REWARDED

Unlimited Earnings Potential! Your pay is directly tied to your ability to reengage and convert dormant leads. With a performance-driven commission structure and no cap on earnings, the most successful specialists in this role can significantly increase their income through consistent outreach and client conversions.

Base pay : $20.00 per hour (full-time, 40 hours per week)

Commission : Average monthly earnings potential commission of $8,000 - $12,000+ based on conversions and closed deals

• Supportive Structure : Qualified appointments are set for you, allowing you to focus on engaging and converting prospects

WHAT YOU'LL DO :

Lead Management : Review and manage a pipeline of prospects who made an initial payment but did not continue to the next phase of service. Prioritize leads based on potential conversion opportunities and outreach strategy.

Reengagement Outreach : Proactively reconnect with past prospects using phone, email, and SMS to gauge current interest, readdress concerns, and determine their readiness to move forward with our services.

Objection Handling : Identify why prospects paused or declined initial enrollment, and align our solutions with their updated needs and circumstances.

Cross-Functional Collaboration : Work closely with Sales and Client Success teams to ensure smooth transitions for reengaged clients, minimizing friction and optimizing the customer experience.

CRM Documentation : Maintain detailed records of all contact efforts, conversations, and outcomes in Salesforce to support accurate tracking, follow-ups, and performance analytics.

Performance Metrics : Consistently meet or exceed outreach goals, reengagement rates, and revenue targets. Adapt strategies based on feedback and coaching to continuously improve outcomes.

The job includes other duties and responsibilities assigned by management.

WHAT YOU'LL NEED TO HAVE :

Excellent communication and persuasive skills, both verbal and written

Ability to simplify complex information and clearly articulate service benefits

Familiarity with Salesforce or other CRM tools

Strong attention to detail and follow-through with minimal supervision

Self-motivated and able to thrive in a fast-paced, results-driven environment

High emotional intelligence and client-first mindset, especially when handling objections or concerns

We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply; we consider all qualified candidates.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family :

ABOUT US

At TaxRise, our mission is simple yet impactful : to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and / or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.