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)
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