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Wolters Kluwer develops professional information, software, and services for people working in healthcare, law, accounting, tax, finance, audit, risk, compliance, and regulatory fields. Its products help clinicians, nurses, and business and legal professionals organize complex work, make informed decisions, and address demanding challenges. Operating across more than 180 countries with a workforce of over 21,000 employees, Wolters Kluwer brings together expertise in healthcare, legal services, and consulting-related domains. Its careers organization supports opportunities for professionals interested in building tools and information resources used across these sectors.
Senior Inside Sales Representative, Cloud Tax and Accounting Software
Sell Wolters Kluwer’s cloud tax and accounting software to new business customers. Manage territory strategy, pipeline development, consultative sales, forecasting, and customer acquisition.
Description
- Grow profitable revenue by acquiring new customers within an assigned territory
- Maintain current knowledge of the full SFS product portfolio
- Identify prospective clients and follow a structured sales process
- Represent Wolters Kluwer across the assigned industry and territory
- Support sales planning and forecasting efforts
- Manage a geographic or vertical territory strategically and execute plans tied to revenue objectives
- Develop and maintain a qualified pipeline spanning opportunities of varied sizes
- Achieve daily outbound call and email activity goals and connection-rate targets
- Close transactional opportunities while guiding longer sales cycles for high-value deals
- Produce accurate weekly and monthly forecasts through CRM data and pipeline analysis
- Find, engage, and qualify prospects through cold outreach, referrals, marketing campaigns, and data research
- Assess customer needs and recommend software solutions that improve efficiency, compliance, and growth for retail tax businesses
- Create and deliver product demonstrations, proposals, and pricing presentations
- Partner with onboarding, implementation, and support teams to ensure a smooth post-sale experience
- Share customer and market intelligence to inform product development and marketing strategy
Requirements
- Bachelor’s degree from an accredited college or university, or equivalent relevant sales experience in lieu of a degree
- At least two years of B2B inside sales, account or relationship management, or other relevant experience in the tax preparer market
- Track record of carrying a quota and surpassing sales targets
- Experience using consultative selling, building and qualifying prospect lists, and presenting to prospective customers
- Knowledge of retail tax professionals’ needs and workflows is strongly preferred
- Previous sales, account management, or relationship management experience serving tax preparers
- Experience selling accounting-industry or financial-services software and SaaS solutions
- Formal sales training such as Holden, Complex Sale, Solutions Selling, Miller Heiman, or Challenger Sales
- Strong organization skills for balancing competing priorities and managing numerous funnel opportunities
- Proficiency with Salesforce or comparable sales tools
- Ability to evaluate trends, close probability, and pipeline velocity for reliable forecasting
- Excellent written and verbal communication skills
- Comfort working in a structured environment measured by key performance indicators
- Ability to shift between high-volume transactional selling and strategic, solution-focused sales
- Willingness to travel up to 10% annually
Benefits
- Eligibility for commission
- Medical, dental, and vision coverage
- 401(k) retirement plan
- Flexible spending and health savings accounts
- Commuter benefits
- Tuition assistance
- Vacation and sick leave
- Paid parental leave
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