Senior Sales Business Retention Associate (Fintech)

TL;DR

Senior Sales Business Retention Associate (Fintech): Managing and growing a portfolio of existing tax research software customers with an accent on proactive renewal management, consultative selling, and increasing product adoption. Focus on mitigating churn risk, identifying upsell opportunities, and delivering consistent revenue growth within a highly matrixed environment.

Location: Must be based in or able to work onsite in Greenwood Village, CO

Salary: $44,000 – $74,300 USD (plus commission)

Company

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, engaging customers 90–120 days prior to contract expiration.
• Conduct consultative sales calls and virtual meetings to demonstrate product value and identify expansion opportunities.
• Maintain accurate pipeline management and activity tracking within Salesforce.
• Collaborate with internal teams to develop joint sales plans and translate client needs into product improvements.
• Communicate competitive advantages and align solutions with customer workflows.

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.
• Excellent English language skills required, both verbal and written.
• Proven ability to use consultative sales approaches and online presentation tools.
• Intermediate proficiency with Microsoft Office (Word, Excel).
• Ability to travel 5–10% for offsite meetings and training.

Nice to have

• 1 year of experience in a sales retention or account management role.
• 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 program with company contributions.
• FSA/HSA and commuter benefits.
• Paid vacation, sick time, and parental leave.
• Tuition assistance plan for professional development.