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Sales Retention Specialist

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TaxRise

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Location:
United States, Irvine

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Category:
Sales

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Contract Type:
Not provided

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Salary:

20.00 USD / Hour
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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
  • Coachability and willingness to learn from experienced leaders
What we offer:
  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

Additional Information:

Job Posted:
December 12, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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