Advanced Inside Sales Representative, Software Solution Sales *Hybrid*

As an Advanced Inside Sales Representative for Wolters Kluwer Tax & Accounting US, you will leverage extensive knowledge to manage complex sales, resolve sophisticated customer issues, and improve sales processes. You will achieve sales targets, maintain product knowledge, implement strategic initiatives, handle complex inquiries, qualify leads, and develop proposals. This role involves building customer relationships, territory planning, CRM documentation, and mentoring junior associates, focusing on delivering 'Best in Process' solutions to accounting professionals.

Must Have

• Achieve/exceed assigned sales targets and weekly activity metrics.
• Develop and maintain knowledge of assigned products and competitive solutions.
• Implement strategic sales initiatives and handle complex sales inquiries.
• Qualify leads, identify opportunities, and engage Solutions Design for support.
• Develop and present comprehensive sales quotes and proposals.
• Apply sales process to present solutions, overcome objections, and close sales.
• Resolve highly complex customer issues and collaborate with departments for large orders.
• Build and foster ongoing relationships with prospects and customers.
• Implement territory planning and manage pipeline to meet quotas.
• Document all activity in CRM, maintain accurate forecasting, and report on sales trends.
• 5+ years of B2B or B2G commissioned sales experience (technical, software/SaaS, or digital content).
• Demonstrated consultative sales approach experience.
• Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo).

Good to Have

• Strategic Customer Service Orientation for intricate customer needs.
• Strategic Sales Techniques for specialized sales strategies.
• High-level, nuanced Professional Communication Skills.
• Advanced proficiency with CRM tools.
• Outstanding task and time management.
• Unmatched accuracy and precision.
• Skilled at analyzing and interpreting complex sales data.
• Thorough understanding of all products/services.

Perks & Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

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.

Compensation:

46,500.00 - 79,350.00 USD

This role is eligible for Commission.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

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.

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