Senior Inside Sales Representative, Wolters Kluwer

• 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
• Hunter Sales Mindset: Driven by goals, resilient under pressure, and motivated by new client acquisition and outbound engagement
• Territory & Pipeline Management: Strong organizational skills to juggle multiple priorities and manage dozens of opportunities across the sales funnel
• CRM Expertise: Proficient in Salesforce or similar tools; able to track activities, manage leads, and run reports with accuracy
• Forecasting Discipline: Demonstrated ability to analyze trends, probability to close, and pipeline velocity to produce dependable forecasts
• Consultative Communication: Excellent verbal and written communication with the ability to influence diverse buying personas
• Metrics-Driven Performer: Comfortable in a structured environment where success is measured by KPIs including dials, connects, demos set, and closed revenue
• Transactional + Strategic Sales Skills: Ability to pivot between high-volume transactional deals and more strategic, solution-oriented selling for larger clients

Desirable

• As a Senior Inside Sales Representative (ISR) for CCH Small Firm Services, your primary responsibility is to drive profitable sales growth to new customers within a designated territory. You will be responsible for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a methodical sales process
• You’ll 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