Senior Sales Business Retention Associate

TL;DR

Senior Sales Business Retention Associate: Managing a portfolio of existing tax research software customers with an accent on proactive renewal management, revenue retention, and identifying upsell opportunities. Focus on building long-term client relationships, executing consultative sales strategies, and ensuring product adoption within a corporate environment.

Location: Must be based in or able to work onsite in Coppell, TX

Compensation: $40,000 – $67,550 USD

Company

hirify.global is a global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

What you will do

• Manage a portfolio of existing accounts to ensure high renewal rates and revenue growth.
• Execute the full renewal lifecycle, from early engagement to contract closure.
• Identify and pursue opportunities for upselling and cross-selling additional products.
• Conduct outbound engagement via phone, email, and virtual meetings to reinforce product value.
• Maintain accurate pipeline management and activity tracking within CRM tools.
• Collaborate with internal teams to develop joint sales plans and address client needs.

Requirements

• Minimum 2 years of experience in sales, account management, or customer success.
• Excellent English language skills required, both verbal and written.
• Proven experience using a consultative sales approach to identify customer needs.
• Proficiency with Microsoft Office (Word, Excel) and CRM tools like Salesforce.
• Ability to travel 5–10% for offsite meetings and client engagements.
• Must be able to appear onsite at a hirify.global office as part of the recruitment process.

Nice to have

• 1 year of experience specifically in sales retention or account management.
• Experience selling on-premise and cloud-based software solutions.
• Knowledge of Tax Research and Auditing department workflows.
• Formalized sales training (e.g., Miller Heiman, Challenger Sales).

Culture & Benefits

• Comprehensive medical, dental, and vision insurance plans.
• 401(k) retirement savings plan with company contributions.
• FSA/HSA and commuter benefits.
• Paid vacation, sick time, and parental leave.
• Tuition assistance programs for professional development.