TaxRise
Overview
Join to apply for the
Additional Revenue Retention Specialist
role at
TaxRise
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 an
Additional Revenue 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.
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
Coachability and willingness to learn from experienced leaders
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
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off (Vacation, Sick Days, Company Holidays)
Wellness Days to recharge when you need it most
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
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. We’re proud to be the fastest-growing company in our industry, and we’re looking for exceptional individuals to help us continue this journey of transformation.
Our Commitment TaxRise is an equal opportunity employer. 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. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
Job Details
Seniority level:
Not Applicable
Employment type:
Full-time
Job function:
Not specified
Industries:
Software Development
#J-18808-Ljbffr
Additional Revenue Retention Specialist
role at
TaxRise
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 an
Additional Revenue 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.
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
Coachability and willingness to learn from experienced leaders
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
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off (Vacation, Sick Days, Company Holidays)
Wellness Days to recharge when you need it most
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
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. We’re proud to be the fastest-growing company in our industry, and we’re looking for exceptional individuals to help us continue this journey of transformation.
Our Commitment TaxRise is an equal opportunity employer. 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. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
Job Details
Seniority level:
Not Applicable
Employment type:
Full-time
Job function:
Not specified
Industries:
Software Development
#J-18808-Ljbffr