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Wolters Kluwer · 3 months ago

Senior Inside Sales Representative

USA - Coppell, TX

Full-time

Hybrid

Mid, Senior Level

2+ years exp

Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. As a Senior Inside Sales Representative, you will drive profitable sales growth to new customers within a designated territory, manage a robust sales pipeline, and conduct needs assessments to position software solutions effectively.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

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

Qualification

B2B inside salesTax Industry AcumenCRM ExpertiseConsultative sales approachSales forecastingFormalized sales trainingConsultative CommunicationMetrics-Driven PerformerHunter Sales MindsetTransaction + Strategic Sales Skills

Required

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