Director, R&A Sales

Wolters Kluwer • Coppell, TX

1d • Hybrid

About The Position

Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting-edge technology and unparalleled customer service. The role of Director, Research & Advisory (R&A) Sales is responsible for the overall sales strategy and execution within the TAA R&A Market as well as leading and developing a team of sales leaders and sellers. The primary responsibility of this role will be to execute sales growth for the New Business Software Sales team, including Inside Sales, Field Sales and Strategic Accounts. The Director, R&A Sales will work directly with Segment Leadership to align on overall strategy and go to market execution for the Research & Advisory Market. Additionally, this role is responsible for partnering with the TAA R&A Retention team and influencing and providing feedback to Product, Finance, Learning & Development and Marketing, on go to market execution. This is a critical role in driving the commercial engine and will execute on our present and shape the future of the R&A Market, understanding the needs of our clients to determine the appropriate go-to-market motions including both direct sales and digital sales. This role requires making decisions using data and a track record of meeting and exceeding sales quota and expectations on a consistent basis. This is a hybrid office role, aligned with hybrid office expectations.

Requirements

• Bachelor’s degree in Business, Marketing, or a related field; relevant experience may be considered in lieu of education.
• 15+ years of relevant sales / sales leadership experience.
• Consistent track record of meeting and exceeding sales targets.
• Ability to lead, develop and manage sales managers and their reports.
• Ability to influence the team to deliver on outcomes.
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
• Strong interpersonal and communication skills with a focus on building and sustaining relationships.
• Strong working knowledge of industry product solutions.
• Excellent problem-solving abilities and a proactive approach to client needs.
• Familiarity with CRM software, client success platforms, and data analytics.
• Effective written and verbal communication skills, interacting with all levels of employees and management.
• Good analytical and problem-solving skills.
• Project manages with a highly collaborative style, deadline sensitive high priority programs and deliverables with a team- focused attitude.
• Team oriented, cooperative, and flexible. Demonstrated ability to collaboratively work with a wide range of people at all levels of the organization.

Responsibilities

• Data-driven Team Leadership & Growth Orientation: Lead, coach, and motivate a team of sales leaders and sales representatives with a focus and proficiency in sales pipeline management, pre-and-post sale KPIs, generating new business, setting clear goals, and fostering a results-driven culture. Consistently achieve or exceed annual sales targets.
• New Business Acquisition: Drive the expected new business acquisition through our Core new business teams and reseller channel, partnering with our marketing organization to drive the appropriate lead flow to the team, while ensuring annual sales quotas are met or exceeded.
• Cross Sell/Upsell: Proactively work with customers to understand their needs and make appropriate recommendations for software solutions that fit the strategy of their business.
• Client Advocacy & Feedback Management: Act as a trusted advisor and advocate for clients within the organization. Gather feedback, understand pain points, and work cross-functionally to address client needs, providing actionable insights to improve our offerings.
• Performance Monitoring & Reporting: Track client engagement metrics, service utilization, and satisfaction levels. Report on client success KPIs, and revenue from service add-ons, ensuring transparency and continuous improvement.
• Client Success & Value Creation: Build and maintain strong relationships with clients, focusing on delivering high-value service and ensuring client satisfaction. Identify opportunities to enhance client experience and provide additional value through solutions tailored to their needs.
• Salesforce.com Management: Proactively manage Salesforce.com pipeline and tracking of all renewals and service add-ons, ensuring each opportunity is reported accurately, is in the proper selling stage and reporting progress up through senior management.

Benefits

• Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
• In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees