Advanced Inside Sales Representative *Floater* Hybrid

** *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, Floater for Wolters Kluwer Tax & Accounting US , you will have primary responsibility for driving profitable sales growth and providing temporary coverage in assigned accounting firms within multiple territories that meets or exceeds sales goals . 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 Associate Director, Inside Sales - Tax & Accounting, Small Firms.

What you'll be doing:

• Achieve/exceed assigned sales targets
• Meet/exceed weekly activity metrics
• Develop and maintain knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
• Maintain general knowledge of competitive solutions
• Promote value proposition of TAA NA
• Implement strategic sales initiatives and projects
• Handle the most complex inbound and outbound sales inquiries
• Qualify and prioritize sales leads with strategic potential
• Identify scope of opportunities within prospect (and customer) business structures
• Engage Solutions Design to provide pre-sales support for demos and technical questions
• Develop and present comprehensive sales quotes and proposals
• Apply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close sales
• Resolve highly complex customer issues with products and services and collaborate with multiple departments for large-scale orders
• Build and foster ongoing relationships with prospects (and customers) to add value and advance sales
• Implement and execute territory planning to optimize performance against quota
• Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
• Document all activity in CRM application--Maintain accurate forecasting and record, analyze, and report on detailed sales activities and trends
• Mentor and guide junior associates and peers
• Other responsibilities as assigned by Manager

You'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:

Relevant Wolters Kluwer TAA sales experience -- Professional Segment sales preferred

5+ years' B2B sales experience in a comparable role

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 needs

Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)

Additional Skills, Knowledge & Abilities:

• Strategic Customer Service Orientation: Handle intricate and strategic customer needs
• Strategic Sales Techniques: Develop and execute specialized sales strategies
• Professional Communication Skills: High-level, nuanced communication
• Expert CRM Use: Advanced proficiency with CRM tools
• Exceptional Organization: Outstanding task and time management
• Refined Attention to Detail: Unmatched accuracy and precision
• Analytical Data Interpretation: Skilled at analyzing and interpreting complex sales data
• Extensive Product Knowledge: Thorough understanding of all products/services

Travel:

Up to 10% annually for company events and/or tradeshows

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.

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.