Hybrid Senior Inside Sales Representative, Software

Posted 2 months ago

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About the role

  • Drive profitable sales growth to new customers within a designated territory
  • Learn and stay current on the comprehensive SFS product line
  • Prospect for new clients and follow a methodical sales process
  • 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
  • Report to the Manager, Inside Sales – Tax & Accounting North America, Preparer

Requirements

  • Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales 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 (preferred)
  • Prior Accounting Industry or Financial Services Software/SaaS sales experience (preferred)
  • Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module) (preferred)
  • Hunter Sales Mindset; Territory & Pipeline Management; CRM Expertise (Salesforce or similar tools); Forecasting Discipline; Consultative Communication; Metrics-Driven Performer; Transactional + Strategic Sales Skills
  • Excellent verbal and written communication with the ability to influence diverse buying personas
  • Comfortable in a structured environment where success is measured by KPIs including dials, connects, demos set, and closed revenue
  • Travel: Up to 10% annually
  • Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process

Benefits

  • Hybrid (8 days/month) working arrangement
  • Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
  • Opportunities to grow in our caring and inclusive culture
  • Recognition for employee wellbeing (Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, 2024)
  • Dynamic global company with operations in over 40 countries
  • Up to 10% annual travel (perk)

Job title

Senior Inside Sales Representative, Software

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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