***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 targetsMeet/exceed weekly activity metricsDevelop and maintain knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offeringsMaintain general knowledge of competitive solutionsPromote value proposition of TAA NAImplement strategic sales initiatives and projectsHandle the most complex inbound and outbound sales inquiriesQualify and prioritize sales leads with strategic potentialIdentify scope of opportunities within prospect (and customer) business structuresEngage Solutions Design to provide pre-sales support for demos and technical questionsDevelop and present comprehensive sales quotes and proposalsApply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close salesResolve highly complex customer issues with products and services and collaborate with multiple departments for large-scale ordersBuild and foster ongoing relationships with prospects (and customers) to add value and advance salesImplement and execute territory planning to optimize performance against quotaAssess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be metDocument all activity in CRM application--Maintain accurate forecasting and record, analyze, and report on detailed sales activities and trendsMentor and guide junior associates and peersOther responsibilities as assigned by ManagerYou'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 needsProficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)Additional Skills, Knowledge & Abilities:
Strategic Customer Service Orientation: Handle intricate and strategic customer needsStrategic Sales Techniques: Develop and execute specialized sales strategiesProfessional Communication Skills: High-level, nuanced communicationExpert CRM Use: Advanced proficiency with CRM toolsExceptional Organization: Outstanding task and time managementRefined Attention to Detail: Unmatched accuracy and precisionAnalytical Data Interpretation: Skilled at analyzing and interpreting complex sales dataExtensive Product Knowledge: Thorough understanding of all products/services#LI-Hybrid
Our Interview PracticesTo 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.