Sales Retention Specialist

WHY JOIN TAXRISE?

At Tax Rise, 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.

At Tax Rise, 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.

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.

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

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.