Senior Sales Business Retention Associate (SaaS)

TL;DR

Senior Sales Business Retention Associate (SaaS): Managing and growing revenue within a portfolio of existing customers through consultative selling and proactive renewal management with an accent on maximizing customer value and long-term retention. Focus on executing renewal cycles, increasing product adoption, and identifying upsell opportunities within the tax research and auditing domain.

Location: USA - Coppell, TX

Salary: $40,000.00 - $67,550.00 USD (Eligible for Commission)

Company

hirify.global is a professional information services company providing software solutions for tax, accounting, and auditing.

What you will do

• Own and manage a portfolio of existing customer accounts to ensure retention and revenue growth.
• Manage the full renewal lifecycle, engaging customers 90–120 days prior to contract expiration.
• Execute consultative sales processes to align CCH TAA Tax Research and Audit products with customer needs.
• Drive incremental revenue through upselling, cross-selling, and increasing product adoption.
• Maintain accurate pipeline forecasting and activity tracking using CRM tools like Salesforce.
• Collaborate with product managers to translate customer gaps into functional specifications.

Requirements

• BS/BA degree in a business-related field or equivalent professional sales experience.
• Minimum 2 years of experience in sales, account management, or customer success.
• Proven experience in consultative selling and delivering client presentations.
• Proficiency in Microsoft Office (Word, Excel) and CRM tools.
• Excellent English language skills (verbal and written).
• Must be based in or able to work from Coppell, TX.

Nice to have

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

Culture & Benefits

• Comprehensive health coverage: Medical, Dental, and Vision plans.
• Financial security through 401(k), FSA, and HSA options.
• Paid time off including vacation, sick time, and parental leave.
• Professional support via a Tuition Assistance Plan and commuter benefits.

Hiring process

• Interviews conducted strictly without the assistance of AI tools or external prompts.
• Virtual interviews require the removal of virtual backgrounds to ensure authenticity.
• In-person interviews at a hirify.global office may be required.