As a Business Development Associate for Wolters Kluwer, your primary responsibility is to generate opportunities in order to drive new profitable sales growth within a designated open territory as necessary. Business Development Associate is responsible for learning and staying current on the comprehensive Professional Market product line, prospect for new clients, and follow a methodical sales process. The Business Development Associate is expected to represent Professional Software and Wolters Kluwer within the industry and contribute to sales planning and forecasting activities.

Essential Duties and responsibilities

Achieves or exceeds assigned sales targets

Meets and exceeds weekly activity metrics

Applies sales process and methods to present solutions to prospects, overcome objections, and use persuasive selling techniques to generate warm leads.

Articulates value proposition of TAA NA

Develops and maintains strong knowledge of full portfolio of assigned products and general knowledge of all TAA NA software offerings. 

Develop and maintains general knowledge of industry trends and competitive solutions

Documents all activity in CRM system.

Works with Sales to hand off warm leads

Learns and follows a comprehensive business development process, which includes:

Conducts business analysis prior to prospecting calls and identify opportunities.

Uses sales methods to prospect new leads and build pipeline for Sales.

Presents value proposition to prospects using a consultative sales approach.

Versed in objection handling. Uses excellent listening skills and persuasive selling techniques to create opportunities.

Manages time and resources effectively

Contributes to business development planning, forecasting and marketing activities

Other Duties

Performs other duties as assigned by the Manager.  

Job Qualifications

Education:

Bachelor's Degree in business, sales, marketing, or related field preferred

Or High School diploma and 1 – 2 years of relevant experience

Preferred Experience

2+ years of business development, lead generation, pre-sales, or account management experience within an inside sales environment, including:

Experience developing and qualifying prospect lists

Experience dialing a large volume of calls (80-100+ dials daily)

Experience developing and executing business plans and forecasts

Experience making outbound phone calls to prospective clients, identifying their needs and creating opportunities

Ability to work flexible hours as clients are located throughout the US and multiple time zones

Experience working with Salesforce.com or similar CRMs

Experience using a Consultative B2B lead generation and business development approach

Working in or with products/services related to the tax and accounting industry

Understanding of tax-related rules, regulations & processes used within the tax preparation industry

Understanding of tax, accounting or banking relationships a plus

Experience working independently with a minimum amount of oversight

Other Knowledge, Skills, Abilities or Certifications:

Excellent oral, written and interpersonal skills required

Excellent organizational and time management skills required

Ability to work with others to learn about products and processes required

Ability to create documentation that is complete and accurate.

Must be objective and exercise good judgment

Able to prioritize and work on multiple prospecting campaigns simultaneously.

Attention to Detail

Strong customer service and sales skills

Ability to work independently and as part of a team

Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) as well as web presentations solutions

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:

$34,300.00 - $57,400.00 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.