Senior Sales Business Retention Associate (Tax Research Software)

Location: Hybrid in Coppell, Texas, United States, with weekly attendance at the Coppell office and 8 office days per month. Travel requirements are 5–10%, including occasional overnight and air travel.

Salary: $40,000–$67,550 USD base salary, plus commission eligibility.

Company

hirify.global provides professional information, software, and services, including CCH TAA Tax Research and Audit solutions.

What you will do

• Manage an assigned portfolio of existing customers, owning retention, renewals, account growth, and revenue targets.
• Lead renewal cycles 90–120 days before contract expiration by communicating product value, mitigating churn risk, and securing successful renewals.
• Use consultative sales, outbound calls, virtual meetings, email, and targeted campaigns to strengthen customer relationships and increase product adoption.
• Identify and execute upsell, cross-sell, add-on, and expansion opportunities within existing accounts.
• Maintain accurate CRM activity tracking, renewal forecasting, pipeline management, and account plans.
• Collaborate with product managers and sales teams to communicate customer needs, develop business requirements, and generate qualified referrals.

Requirements

• BS/BA degree in a business-related field or equivalent professional sales experience.
• At least 2 years of experience in sales, account management, customer success, or another customer-facing role.
• Experience presenting products and services, using online presentation tools, and applying a consultative sales approach.
• Intermediate experience with Microsoft operating systems and Office, especially Word and Excel.
• Experience with CRM tools such as SalesLogix or Salesforce.com.
• Excellent written and verbal English skills are required.

Nice to have

• Experience in sales retention or account management with responsibility for renewing and growing existing revenue.
• Technical, software, online, on-premise, or cloud-based solutions sales experience.
• Knowledge of Tax Research and Auditing workflows.
• Formal sales training and experience working in a highly matrixed environment.

Culture & Benefits

• Hybrid work arrangement with regular office collaboration.
• Medical, dental, and vision plans.
• 401(k), FSA/HSA, commuter benefits, and tuition assistance.
• Vacation, sick time, and paid parental leave.
• Professional development through seminars, publications, and networking.

Hiring process

• Interviews include in-person participation and may require appearing onsite at a hirify.global office.
• AI-generated responses, external prompts, and third-party interview assistance are not permitted and may result in disqualification.