Senior Sales Business Retention Associate

Wolters KluwerCoppell, TX
$40,000 - $67,550Onsite

About The Position

Wolters Kluwer Tax and Accounting North America is seeking individuals passionate about shaping the future of tax and accounting to join their team. The Senior Sales Business Retention Associate will focus on inside sales activities targeting the existing customer base. The primary goal is to ensure software product renewals, drive revenue growth through upselling and implementing annual price increases. Additionally, the role involves generating leads and referring them to appropriate sales channels. The position reports to the Associate Director, Sales Business Retention.

Requirements

  • BS/BA degree in a business-related field, or equivalent years of relevant work experience.
  • Two+ years of experience in a sales/account management, customer service, or customer-facing role.
  • Experience using online presentation tools (MS Teams).
  • Excellent verbal and written English language skills.
  • Demonstrated ability to work independently and meet deadlines consistently with minimal supervision.
  • Demonstrated ability to create positive working relationships with customers, co-workers, and leaders.
  • Strong customer service and interpersonal skills.
  • Good organizational skills and ability to prioritize work effectively to meet business needs.
  • Ability to work flexible schedule and manage overtime as required meeting objectives during peak season.

Nice To Haves

  • Two or more years of B2B retention/renewals or inside sales experience working with an intangible product, preferably SaaS/software subscription-based products.
  • Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module).
  • Working knowledge of Tax & Accounting industry and Audit principles, practices, and terminology.
  • Proficiency with Salesforce.com or other comparable CRM application.

Responsibilities

  • Learn the full line of Tax & Accounting software products, including features, benefits, pricing, intended use, value proposition, and competitive positioning.
  • Handle renewal activities for Tax & Accounting software customers to promote a positive renewal environment.
  • Manage add-on sales and other sales services.
  • Execute the sales process for Tax & Accounting Software products and services, staying informed of prescribed sales processes.
  • Evaluate and explore new practices and tools to improve processes, consistent with company guidelines, and present recommendations to management.
  • Effectively track and manage renewal cycles throughout the year.
  • Manage additional high-profile accounts for tax compliance.
  • Perform other duties as assigned by Manager/Supervisor.

Benefits

  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service