Outbound Sales

Retention and Attach Support Contractor

Our organization is seeking an experienced Retention and Attach Support Contractor to join our team.

Responsibilities

• Manage inbound queue, lead passing, and call out on retention customers needing renewal.
• Provide exceptional customer service to clients.
• Collaborate with the retention and attach teams.
• Maintain a positive and professional demeanor when communicating with clients.
• Follow up with customers to ensure their needs are met and their questions are resolved.
• Keep detailed records of customer interactions in our CRM system.

Scheduling & Workload

• 80% outbound work, 20% inbound work.
• Hybrid onsite days: Tuesday, Wednesday, Thursday.
• Schedule: 8:00 am – 5:00 pm CT.
• Training: fully onsite for first two days, then remote.
• Interviews include an "About Me" slide and role play.

Qualifications

• Preferred experience: SaaS, hybrid environment, college degree or equivalent professional experience, closing experience.
• Demonstrate understanding of:
• What we are selling
• The value of professional tax software/taxware solutions

Incentives & Compensation

Monthly Incentives

• Up to $500 maximum payout.
• Potential to earn up to 130% of goal.
• Based on time of year and number of accounts closed.

Weekly Incentives

• Based on attach offerings and hosting activities.

During Training

Employees receive 100% incentive payout during the training period regardless of performance metrics.

Experience Level

Entry Level.

Job Type & Location

Contract position based out of Frisco, TX.

Pay

Hourly rate: $24.86/hr.

Benefits

• Medical, dental & vision.
• Critical Illness, Accident, and Hospital.
• 401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available.
• Life Insurance (Voluntary Life & AD&D for employee and dependents).
• Short and long‑term disability.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Time Off/Leave (PTO, vacation, or sick leave).

Workplace Type

Hybrid position in Frisco, TX.

Application Deadline

The position is anticipated to close on Jul 15, 2026.

EEO Statement

EEO AA M/F/Vet/Disability. We are an equal opportunity employer and consider all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability status, pregnancy, or any other protected class. Qualified applicants are considered regardless of history as required by law. For assistance or accommodations due to a disability, please contact