Wolters Kluwer · 1 day ago
Sales & Business Development Associate
Coppell, TX
Full-time
Onsite
Entry Level
$34K/yr - $57K/yr
2+ years expWolters Kluwer is seeking a Business Development Associate to generate opportunities and drive new profitable sales growth. The role involves learning the product line, prospecting for new clients, and contributing to sales planning and forecasting activities.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
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
Performs other duties as assigned by the Manager
Qualification
Required
Bachelor's Degree in business, sales, marketing, or related field preferred
Or High School diploma and 1 – 2 years of relevant experience
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
Preferred
2+ years of business development, lead generation, pre-sales, or account management experience within an inside sales environment
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
Benefits
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Company
Wolters Kluwer
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.78B2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M
Leadership Team
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
Nancy McKinstry
CEO
Recent News
2026-02-04
2026-02-03
2026-02-03
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