• Sr. Inside Sales Representative, Premier Accounts

    Wolters Kluwer Kennesaw, GA 31144

    Job #1920381204

  • Since the federal income tax was created in 1913, Wolters Kluwer Tax & Accounting has been delivering insightful, industry-leading resources, as well as step-by-step guidance, on a wide variety of tax and accounting issues. We serve as a strategic partner to professionals, helping them advance their businesses, by providing innovative, integrated and customer-focused solutions supporting the workflow of CPAs, corporate tax and accounting departments, tax attorneys and auditors to enhance productivity and profitability. Today, we are a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency.

    The Sr. Inside Sales Representative (ISR) , Premier Accounts is responsible for driving profitable sales growth and expansion within a named account base in the tax preparer market segment. This includes developing and keeping current on all assigned products in addition to learning and following the Wolters Kluwer sales methodology/processes. Under general supervision, a telephonic inbound/outbound sales and account management role that is responsible for generating revenue and/or profit margin and providing account support to large, high-volume clients. Limited field activity may occur, but only on an infrequent basis. The Sr. ISR is responsible for learning sales techniques and reporting daily or weekly activity to a Field Sales Manager or Inside Sales Team Leader.


    • Achieves or exceeds assigned sales targets

    • Meets and exceeds weekly activity metrics

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

    • Maintains general knowledge of competitive solutions

    • Builds and fosters on-going relationships with prospects (and customers) to add value and advance sales

    • Articulates value proposition of TAA NA

    • Implements and executes territory planning to optimize performance against quota

    • Identifies scope of opportunities within prospect (and customer) business structure

    • Execute in depth sales cycle incorporating solution sets with multifaceted components

    • Applies sales process and methods to present solutions to prospects, overcome objections and use persuasive selling techniques to close sales

    • Documents all activity and maintains accurate forecasting and current status of pipeline within CRM system

    • Assesses pipeline and re-prioritizes sales activity as necessary to ensure monthly quotas can be met

    • Engages Solutions Design to provide pre-sales support as needed for demos and technical questions

    • Other duties as assigned by Manager or Supervisor



    Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales experience

    Minimum Qualifications:

    • 2+ years' of B2B inside sales or account/relationship management experience

    • 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

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

    Preferred Qualifications:

    • Prior sales, account or relationship management experience in the tax preparer space

    • Prior Accounting Industry or Financial Services Software/SaaS sales experience

    • Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)

    Additional Skills, Knowledge & Abilities:

    • Basic technical aptitude and working knowledge of PC operation and components

    • Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)

    • Proficiency with ~~~ or other comparable CRM application

    • Ability to work flexible hours


    • Limited travel up to 10-20% annually


    Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.