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Retention Specialist

Retention Specialist

TaxRiseIrvine, CA, US
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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

The role of the Retention Specialist is to ensure clients are satisfied throughout the customer journey, respond to cancellation requests, deescalate clients calls, offer creative solutions and concessions to retain clients and partner with other departments to improve internal processes and the client experience. The ideal candidate will provide exceptional customer service and support and incredibly thorough to help the company maintain the highest quality standards.

We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

  • Base pay : $23.00 - $25.00 per hour (full-time, 40 hours per week)
  • Monthly Bonus : Average bonus potential of $500 - $1,000

The compensation range reflects our good faith estimate of total earning potential, including base hourly pay and monthly bonuses. The hourly rate shown in the job preview pane may appear higher, as it blends both components. For full transparency, a detailed breakdown is provided in this job description.

WHAT YOU'LL DO :

  • Manage, respond, and resolve cancellation requests from submitted in our ticketing systems.
  • Call clients to actively listen and empathetically understand their concerns and reasons for cancellations providing suggestions for areas of improvements to management.
  • Utilize persuasive communication techniques to address customers' issues and resolve complaints effectively.
  • Identify trends and underlying problems or dissatisfaction points and propose appropriate solutions to retain clients.
  • Collaborate with other departments, such as sales or customer service, to ensure a seamless resolution process.
  • Properly document notes and all client interactions in the company's ticketing and CRM system.
  • The job includes other duties and responsibilities assigned by management.
  • WHAT YOU'LL NEED TO HAVE :

  • 2+ years previous experience in call center or sales environment
  • A plus if you've handled escalated calls
  • Excellent data collection and analysis skills
  • High school diploma or general education degree (GED); and 1-2 years of related experience and / or training; or equivalent combination of education and experience.
  • Associate degree (A. A.) or equivalent from two-year college or technical school and 1-year related experience and / or training; or equivalent combination of education and experience.
  • 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 :

  • 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.

    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.

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