Senior Inside Sales Representative, Software Solution Sales Hybrid

Wolters Kluwer•Kennesaw, GA

1d•$40,000 - $67,550•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. As a Sr. Inside Sales Representative (ISR) for CCH Small Firm Services, your primary responsibility is to drive profitable sales growth to new customers within a designated territory. You will be responsible for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a methodical sales process. You’ll represent Wolters Kluwer within the industry and territory and contribute to sales planning and forecasting activities. You will report to the Manager, Inside Sales – Tax & Accounting North America, Preparer.

Requirements

Bachelor's Degree from an accredited college/university OR equivalent relevant sales experience
2+ years’ of B2B inside sales, account/relationship management experience or other relevant work experience in the tax preparer space
Experience carrying a quota and exceeding sales targets
Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients to explain the business' products and services and their alignment with client needs
Hunter Sales Mindset: Driven by goals, resilient under pressure, and motivated by new client acquisition and outbound engagement
Territory & Pipeline Management: Strong organizational skills to juggle multiple priorities and manage dozens of opportunities across the sales funnel
CRM Expertise: Proficient in Salesforce or similar tools; able to track activities, manage leads, and run reports with accuracy
Forecasting Discipline: Demonstrated ability to analyze trends, probability to close, and pipeline velocity to produce dependable forecasts
Consultative Communication: Excellent verbal and written communication with the ability to influence diverse buying personas
Metrics-Driven Performer: Comfortable in a structured environment where success is measured by KPIs including dials, connects, demos set, and closed revenue
Transactional + Strategic Sales Skills: Ability to pivot between high-volume transactional deals and more strategic, solution-oriented selling for larger clients

Nice To Haves

Understanding of the needs and workflows of retail tax professionals is a strong advantage
Prior sales, account or relationship management experience in the tax preparer space
Prior Accounting Industry or Financial Services Software/SaaS sales experience
Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)

Responsibilities

Strategically manage a defined geographic or vertical territory, developing and executing sales plans that align with revenue goals.
Build and maintain a robust, well-qualified sales pipeline across multiple opportunity sizes; ensure consistent progression through each sales stage.
Meet or exceed daily outbound call/email activity targets and connect rates to ensure consistent pipeline velocity.
Drive transactional sales while simultaneously managing longer sales cycles for high-value opportunities.
Deliver accurate weekly and monthly sales forecasts using CRM data and pipeline analysis.
Proactively identify, engage, and qualify new sales opportunities via cold calling, referrals, marketing campaigns, and data mining.
Conduct needs assessments and position software solutions that drive efficiency, compliance, and growth for retail tax businesses.
Prepare and present tailored product demonstrations, proposals, and pricing packages to prospective customers.
Coordinate with onboarding, implementation, and support teams to ensure a seamless customer experience post-sale.
Capture and communicate customer and market insights to support product development and marketing strategies.