Sales Retention Specialist

TaxRise•Irvine, CA

40d

About The Position

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

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

Responsibilities

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.