Senior Inside Sales Representative

Wolters Kluwer-posted 3 months ago

Full-time • Entry Level

Coppell, TX

5,001-10,000 employees

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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 Senior 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.

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

Education: Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales experience.
Minimum 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.

Tax Industry Acumen: 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).

Well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
Recognition as Ragan’s Top Places to Work for Employee Wellbeing: Large Organization.
Commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program.

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