Advanced Inside Sales Representative, Cloud Software Solution Sales *Hybrid*

As an Advanced Inside Sales Representative for Wolters Kluwer Tax & Accounting US, you will manage complex sales activities and resolve sophisticated customer issues. This hybrid role requires working from the Coppell, TX office weekly. You will achieve sales targets, maintain product knowledge, implement strategic sales initiatives, handle complex inquiries, qualify leads, engage Solutions Design, develop proposals, apply sales processes to close sales, resolve customer issues, build relationships, and optimize territory planning. You will also document all activity in CRM and mentor junior associates.

Must Have

• Achieve/exceed assigned sales targets
• Meet/exceed weekly activity metrics
• Develop and maintain knowledge of complete portfolio of assigned products
• Maintain general knowledge of competitive solutions
• Promote value proposition of TAA NA
• Implement strategic sales initiatives and projects
• Handle the most complex inbound and outbound sales inquiries
• Qualify and prioritize sales leads with strategic potential
• Identify scope of opportunities within prospect (and customer) business structures
• Engage Solutions Design to provide pre-sales support for demos and technical questions
• Develop and present comprehensive sales quotes and proposals
• Apply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close sales
• Resolve highly complex customer issues with products and services
• Collaborate with multiple departments for large-scale orders
• Build and foster ongoing relationships with prospects (and customers)
• Implement and execute territory planning to optimize performance against quota
• Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
• Document all activity in CRM application
• Maintain accurate forecasting and record, analyze, and report on detailed sales activities and trends
• Mentor and guide junior associates and peers
• 5+ years' of B2B or B2G commissioned sales experience of an intangible product (Technical, software/SaaS or digital content sales)
• Demonstrated experience with consultative sales approach
• Experience developing and qualifying prospect lists and making presentations to prospective clients
• Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)

Perks & Benefits

• Well-being benefits (tools, programs, and resources)
• Caring and inclusive culture
• Opportunities for growth
• Valued for contributions
• Health, safety, and well-being are important

Advanced Inside Sales Representative, Cloud Software Solution Sales *Hybrid*

*This is a hybrid position requiring working from our Coppell, TX office on a weekly basis.*

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to Accounting professionals.

As an Advanced Inside Sales Representative for Wolters Kluwer Tax & Accounting US, you’ll bring extensive knowledge and expertise in managing complex sales activities and resolving sophisticated customer issues. You will serve as a key resource within the sales team, focusing on executing and problem-solving to improve sales processes and outcomes. You will report to the Manager, Inside Sales - Tax & Accounting, Small Firms.

What you'll be doing:

• Achieve/exceed assigned sales targets
• Meet/exceed weekly activity metrics
• Develop and maintain knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
• Maintain general knowledge of competitive solutions
• Promote value proposition of TAA NA
• Implement strategic sales initiatives and projects
• Handle the most complex inbound and outbound sales inquiries
• Qualify and prioritize sales leads with strategic potential
• Identify scope of opportunities within prospect (and customer) business structures
• Engage Solutions Design to provide pre-sales support for demos and technical questions
• Develop and present comprehensive sales quotes and proposals
• Apply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close sales
• Resolve highly complex customer issues with products and services and collaborate with multiple departments for large-scale orders
• Build and foster ongoing relationships with prospects (and customers) to add value and advance sales
• Implement and execute territory planning to optimize performance against quota
• Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
• Document all activity in CRM application--Maintain accurate forecasting and record, analyze, and report on detailed sales activities and trends
• Mentor and guide junior associates and peers
• Other responsibilities as assigned by Manager

You're a great fit if you have:

Education:

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

Minimum Experience:

• 5+ years' of B2B or B2G commissioned sales experience of an intangible product (Technical, software/SaaS or digital content sales)
• Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients to explain products and services and their relativity to client needs
• Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)

Additional Skills, Knowledge & Abilities:

• Strategic Customer Service Orientation: Handle intricate and strategic customer needs
• Strategic Sales Techniques: Develop and execute specialized sales strategies
• Professional Communication Skills: High-level, nuanced communication
• Expert CRM Use: Advanced proficiency with CRM tools
• Exceptional Organization: Outstanding task and time management
• Refined Attention to Detail: Unmatched accuracy and precision
• Analytical Data Interpretation: Skilled at analyzing and interpreting complex sales data
• Extensive Product Knowledge: Thorough understanding of all products/services

#LI-Hybrid

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Be the Difference

If making a difference matters to you, then you matter to us.

Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day.

We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.

You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.

About Wolters Kluwer

Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide.

Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time.

Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers.

We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn.

Tips & Tricks - Resumes

Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume.

Building Diverse Teams

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.

We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.

This principle is ingrained in our company values and articulated in our Code of Business Ethics.

Our Global Well-being Program

At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. 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.

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To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.

All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

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